Saint Charles, MO4 days ago
Responsibilities: • Drafting, proofreading, and formatting estate planning documents (wills, trusts, powers of attorney, etc.) • Maintaining and updating client files in our case management system • Coordinating document signing appointments and finalizing execution packages • Communicating with clients and team members to ensure accuracy and timeliness Qualifications: • At least 2 years of legal assistant or paralegal experience (estate planning preferred) • Exceptional attention to detail – you don't let the small stuff slip by • Strong computer skills – proficiency with Microsoft Office, Adobe Acrobat, and case management software (Clio or similar) • Excellent written and verbal communication • A proactive, solutions-oriented mindset • Ability to manage deadlines, prioritize tasks, and stay organized in a fast-paced environment • Customer service or sales experience is a plus • Possesses outstanding communication skills and a strong sense of empathy • Familiarity with case management or CRM systems is a bonus • Solid data entry, spreadsheet management, and computer skills • Proficiency with Microsoft Office , especially Excel • Previous legal experience is a plus • High school diploma or equivalent required ; Bachelor's degree preferred Compensation: $20 - $22 hourly. • Drafting, proofreading, and formatting estate planning documents (wills, trusts, powers of attorney, etc.) • Maintaining and updating client files in our case management system • Coordinating document signing appointments and finalizing execution packages • Communicating with clients and team members to ensure accuracy and timeliness • Supporting attorneys with document revisions and client service follow-up .