Paralegal
Company: rb LEGAL
Location: Minneapolis
Posted on: October 16, 2024
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Job Description:
We are looking for a Paralegal to work in our suburban
Minneapolis Estate Planning, Estate Administration, and Small
Business (3-attorney) practice. Client service, firm and process
improvements, progress toward firm/individual goals, and
maintaining the expectations of our culture is key. Able to
multi-task, handling Team Members, clients, and projects
seamlessly. No litigation. PARALEGAL JOB DESCRIPTION General
Description: The Paralegal has the responsibility for all paralegal
duties for the Firm, with an emphasis of freeing attorney time,
client service, and increasing billing in this position. Main
Responsibilities: Client Service & Matter Management General: Act
as liaison with clients. Perform client triage when communicating
with clients regarding their concerns. Solve problems or provide
information to satisfy the client's need whenever possible; forward
to attorney or set up phone appointment between client and
attorney. Track progress on matters moving through office to
promote their progress. Provide reminders to other Team Members as
needed. Help clients at each stage of their matters, educating or
assuring as needed. Participate in client meetings as requested.
Supervise or witness execution of documents with client.
Participate in signing, witnessing, notarial duties, etc., as
needed. Source documents from client for review or filing with the
client matter. Foster communication with clients during the
process. Accurately record all time spent on client matters and
office activities, both billable and non-billable. Retrieve
documents from the MN CIS efile system, saving court-stamped
documents to appropriate client file. Work with our tech stack to
best use for firm. Probates: Work with Probate Paralegal and
Attorney as a Team on all probate files to process letters, review
statutes, review documents, and handle correspondence with clients,
court, others as needed. Take lead on files, where able. Receive
and retrieve documents from the MN CIS efile system, saving
court-stamped documents to appropriate client file. Estate
Planning: Encourage Attorney reliance on Paralegal. Prepare initial
draft of EP documents. Collect and Track Information regarding
client assets for estate planning purposes. Prepare, submit, and
track provider forms for beneficiary designation changes and asset
transfers. Prepare and file real estate documents such as TODDs and
QCDs. Business: Review documents, review statutes, determine
processes. Draft first sets of business documents. Proof and revise
drafted documents. Apply for EIN as needed, ensuring client has
completed and signed SS-4 form. Additional Duties Update firm
processes in the rb LEGAL Master Processes & Policies Manual (aka
the "Beer Truck Manifesto"), providing
easy-to-understand-and-follow steps, instructions, and information
that other members of the firm would need to know in case any of us
"gets run over by the beer truck." Attend and represent the firm in
a positive way at marketing events and seminars. Work with Team to
grow firm and enhance firm culture. Perform duties of Office Admin
and Client Services Concierge in her absence. Train other Team
members as needed, under attorney supervision. Use marketing
knowledge and skills or other relevant experience in promoting the
firm. Using Clio matter/client management system, produce
measurable data reports regarding client/matter/time/financial
success from opening file to matter closing. Become knowledgeable
on ways to improve firm. Seek out opportunities for cost savings.
Perform other duties as assigned. Employment Type: Full Time Years
Experience: 1 - 3 years Salary: $44,000 - $50,000 Annual
Bonus/Commission: No
Keywords: rb LEGAL, Blaine , Paralegal, Legal , Minneapolis, Minnesota
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