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Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required . Essential Duties and Responsibilities: Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate .

YEAR

Experience (preferred or required): <ul><li>Juris Doctor (J.D.) degree from an accredited law school required </li><li>Admission to the New York State Bar and in good standing required </li><li>NY license required </li><li>1-3+ years of experience as an associate attorney required </li><li>Understanding of estate and tax planning preferred </li><li>Understanding of business planning preferred </li><li>Understanding of elder law preferred </li><li>Analytical, legal research, and writing skills required </li><li>Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required </li><li>Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required </li><li>Demonstrated ability to lead and inspire a team to achieve operational excellence preferred </li><li>CRM software experience required; Clio preferred </li><li>Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required </li></ul>Essential Duties and Responsibilities:<ul><li> Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate </li><li>Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning </li><li>Meet with clients to understand their unique goals and assets </li><li>Be a trusted advisor to clients and build relationships </li><li>Grow portfolio of clients </li><li>Deepen networks </li><li>Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations </li><li>Represent clients in court proceedings, hearings, and negotiations as necessary </li><li>Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives </li><li>Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets </li><li>Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives </li><li>Advise clients on tax implications, asset protection strategies, and charitable giving options </li><li>Review and update existing estate plans as needed </li><li>Draft and revise legal documents with accuracy and attention to detail </li><li>Ensure all documents comply with applicable state and federal laws </li><li>Explain complex legal concepts to clients in a clear and understandable manner </li><li>Obtain client signatures and witness documents as required </li><li>Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance </li><li>Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies </li><li>Maintain accurate and organized case files, documentation, and correspondence </li><li>Build and maintain strong client relationships through responsive communication and exceptional service </li><li>Respond to phone calls, texts, and e-mails in a timely fashion </li><li>Follow and adhere to Company policies, procedures, and guidelines </li><li>Willing to learn the industry and help us maintain and grow our marketplace position </li><li>Attend business meetings and trainings as required </li><li>Perform other administrative tasks and special projects as assigned </li></ul>Requirements <ul><li>Maintain a professional attitude and appearance </li><li>Possess the ability to connect with a variety of personalities </li><li>Live out Faithward Formula </li><li>Exhibit strong leadership skills - leads by example and helps motivate others to do their best </li><li>Utilize extremely strong phone skills - high energy and passion for helping others </li><li>Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line </li><li>Be enthusiastic about providing the best possible customer service for clients and customers </li><li>Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments </li><li>Be self-motivated and results driven with proven ability to succeed - desire to grow both professionally and personally </li><li>Possess strong relationship management and the ability to drive multiple tasks to completion successfully </li><li>Be a resourceful team player and a positive "can-do" attitude </li><li>Have the ability to work in a fast-paced environment </li><li>Think and act like an entrepreneur and take an ownership mentality in all that is done in this position </li><li>Be detail oriented and helpful </li><li>Have the ability to perform accurate data entry within specified time frames </li><li>Possess the ability to use or quickly learn specific CRM and other business software </li><li>Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization </li><li>Possess excellent organization, problem solving, and planning skills </li><li>Demonstrate excellent time management skills and ability to adhere to schedules/deadlines </li><li>Be dependable and safety oriented </li><li>Have the ability to work some nights and weekends as needed </li><li>Produce a negative pre-employment drug screen and have the ability to pass a criminal background check </li><li>Maintain a good attendance record and travel as required </li></ul> Salary Description $75,000 - $125,000 per year

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Associate Attorney Faithward Advisors LLC

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