Legal Assistant

Job Description

Job Description

About Us

We're a dynamic law firm specializing in estate planning and business formation with offices in Mesa and Scottsdale. Our team is committed to delivering exceptional client outcomes through strategic planning that helps high-net-worth individuals and business owners achieve their goals. We pride ourselves on fostering professional growth while maintaining the highest standards of client service.

About the Role

We're seeking a Paralegal / Legal Assistant who excels at building client relationships and identifying strategic opportunities for our high-net-worth clientele. This role is ideal for someone who thrives on client interaction, takes initiative in business development, and enjoys being the trusted point of contact who guides clients through their estate and business planning journey. You'll have the autonomy to manage client relationships independently while working with our attorneys to execute sophisticated planning strategies.

What You'll Do

Client Relationship Management

• Take ownership of post-meeting client engagement, ensuring seamless follow-through on planning recommendations
• Identify and present additional planning opportunities based on client needs and changing circumstances
• Build trusted relationships with high-net-worth clients, becoming their go-to resource for questions and updates
• Proactively communicate with clients about plan implementation, deadlines, and next steps
• Maintain detailed client interaction records in our CRM system

Document Preparation & Case Management

Business Development Support

Administrative Excellence

What We're Looking For

Required Qualifications

Essential Skills & Abilities

Preferred Experience

Why You'll Love Working Here

Recognition for Initiative

Ideal Work Environment

Compensation & Benefits

Hourly Rate : $18 - $22 per hour, based on experience and qualifications

Benefits Package :

E04JI800hta3407lyxi