Location
Provo, UT | United States
Job description
About McCullough Law
McCullough Law is an elite estate planning law firm focused on delivering specialized, high quality legal services in a professional and efficient manner. We value humility, a job well done, and relationships. We believe that these core values act as a catalyst in allowing us to build, secure, and fulfill the legacies of our team members and clients.
Department
As a Legal Assistant at McCullough Law, you are incredibly adaptable and well rounded. Legal assistants at McCullough Law can provide critical support to any of the following departments:
- Asset Management. Assist in retitling client assets according to attorney recommendations.
- Client Management. Support the team on internal client projects and coordinate directly with clients on their current needs and questions.
- Legal Services. Help review and prepare estate planning documentation that meets our clients goals and objectives.
About Your Role
McCullough Law is seeking a full-time, career-minded Legal Assistant to join our growing company. This role (1) accomplishes a variety of tasks that encourage growth in your legal knowledge, hard skills, and soft skills and (2) is essential for ensuring that finalized estate plans are perfectly executed and recorded to meet or exceed client expectations and firm standards. The ideal candidate for this position is looking for growth opportunities and a collaborative team environment.
Responsibilities
- Collaborate with and assist the McCullough Law team and your department
- Follow up and follow through on client information and documentation
- Prepare finalized legal document execution (review final documents, tab documents for signatures and notarization, assemble binders, and mail as applicable)
- Audit estate planning documents to ensure standard of quality is met
- Input client and estate information to electronic files for firm-wide use
- Scan, save, and audit legal documents and meeting notes
- Maintain a comprehensive and accurate history of client information and the client lifecycle
- Thoroughly follow task procedures and meet multiple deadlines at one time
- Perform all other tasks as assigned
Requirements
Required Qualifications
- Must have professional appearance and demeanor
- Excellent critical thinking and problem-solving skills
- Impeccable attention to detail
- Effective time management and organization to meet and exceed deadlines
- Proven ability to work independently, maintain strict confidentiality, and implement feedback
- Exceptional verbal, written, and interpersonal skills
- Proficient in Microsoft 365 (Word, Excel, and Outlook) and Adobe Acrobat
- Applicants must be available to work onsite Monday to Friday from 8:25 a.m. to 5:00 p.m.
Preferred Qualifications
- 1 year of professional experience in the legal, finance, healthcare, or business field
- Customer relationship management (CRM) experience, specifically answering phone calls and other office skills
- 60+ WPM
Benefits
- Paid time off (PTO) and 15 paid holidays
- Health, dental, vision, and life insurance with generous employer premium coverage
- 401(k) matching up to 6%
- Employee Assistance Program (EAP)
- VASA Gym Membership Reimbursement
Job tags
Salary
