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PARALEGAL DAILY TIME TRACKING SPREADSHEET UPDATE
PARALEGAL DAILY TIME TRACKING SPREADSHEET PROFESSIONAL

The above is intended to describe the general content of and requirements for the performance of this job.

Some legal would be helpful, but not necessary as we are willing to train Proficient in Microsoft Office (Excel, Word, Outlook)Ībility to multi-task and work in a fast paced, team oriented environmentįinancial or accounting background preferred. Minimum Cumulative Undergraduate GPA of 3.0 on a 4.0 scale Processing mail and incoming correspondenceīachelor’s degree (Bachelor of Science or Business & Management preferred) - Candidates that do not currently hold a bachelor's degree will not be considered for this position Managing our database of electronic client filesĪnswering and routing incoming phone calls Reporting personal property tax values to various local governments, which includes filing the personal property rendition Preparing paperwork for appeal (i.e., form, cover letter, etc.)Ĭoordinating hearings internally and work with various local officials to coordinate hearings all over the nation

PARALEGAL DAILY TIME TRACKING SPREADSHEET PROFESSIONAL

Candidates should be organized, motivated, a self-starter, able to multitask, work well with others, have a strong work ethic, able to communicate with co-workers as well as with clients, by telephone, e-mail and letter and be professional in appearance and demeanor.ĭuties may include but are not limited to:Īppealing property values, which include gathering and entering property values and tax rates into database

Ability to anticipate client needs and to avoid surprises and unpreparedness.Primary responsibilities include providing daily research and support to two supervisory attorneys including maintaining and organizing the calendar, appealing property values, and data entry.

Demonstrated experience with Microsoft Office Applications including Word, Outlook and Excel.

Solid organizational skills and ability to prioritize tasks.

Excellent proof reading skills and attention to detail.

Excellent client service and communications skills – both oral and written.

Two or more years of experience working in an administrative assistant or secretary position.

Associates Degree or Certificate in paralegal studies from an ABA approved program.

Other Duties – Performs other duties as assigned including scanning documents and conforming documents.The firm has a billable time goal of 80% for all legal staff. Billable Time – Keep track of and post all billable and non-billable work.

PARALEGAL DAILY TIME TRACKING SPREADSHEET UPDATE

Tickler System – Use and regularly update the firm’s tickler system to track file activity and to document work completed and work to be completed.Client Execution Meetings – Meet with the client initially to review the final documents and field any questions they may have, know when to bring questions to the Attorney’s attention, and have the client write their initials on the documents where indicated.Real Estate/Land Records – Verify property ownership, request property descriptions from Town Clerks, record deeds on the land records, and verify insurance coverage when appropriate.Drafts should be completed within 72 hours of receiving assignment. Draft Documents – Draft documents and revise draft documents, run final documents for execution.Process Improvement – Makes recommendations to improve processes that will increase the service quality and efficiency and responsiveness to clients.Problem Solving – Proactively anticipates and resolves issues quickly.Also communicates with financial advisors, insurance companies when necessary. Client Contact – Communicates with clients via mail, email and telephone to set up appointments, discusses draft documents and changes to documents, and answer general client inquiries.

Reports to the Office Manager for Administrative functions.ĭuties and Responsibilities: Performs a wide variety of Paralegal/Legal Assistant functions to support all legal areas of the firm with a focus on Estate Planning. Reporting Relationship: Reports to the managing Attorney for legal/drafting responsibilities. This position works collaboratively with the attorney in completing legal work in a timely manner. Supports attorneys with various tasks including monitoring calendar daily, meeting with clients and preparing for upcoming meetings. Summary: The Elder Law paralegal’s primary responsibility is to draft documents including Health Care Directives, Wills, Trusts, Powers of Attorney, Amendments, etc.