Associate Attorney

Job DescriptionJob DescriptionDescription:Experience (preferred or required):Juris Doctor (J.D.) degree from an accredited law school requiredAdmission to the New York State Bar and in good standing required NY license required 1-3+ years of experience as an associate attorney requiredUnderstanding of estate and tax planning preferred Understanding of business planning preferredUnderstanding of elder law preferredAnalytical, legal research, and writing skills requiredUnderstand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required Demonstrated ability to lead and inspire a team to achieve operational excellence preferred CRM software experience required; Clio preferred Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams requiredEssential Duties and Responsibilities: Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estatePersonal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planningMeet with clients to understand their unique goals and assetsBe a trusted advisor to clients and build relationshipsGrow portfolio of clientsDeepen networksConduct legal research and analysis to ensure compliance with federal, state, and local laws and regulationsRepresent clients in court proceedings, hearings, and negotiations as necessaryCollaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectivesConduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assetsDevelop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directivesAdvise clients on tax implications, asset protection strategies, and charitable giving optionsReview and update existing estate plans as neededDraft and revise legal documents with accuracy and attention to detailEnsure all documents comply with applicable state and federal lawsExplain complex legal concepts to clients in a clear and understandable mannerObtain client signatures and witness documents as requiredCultivate and promote relationships with key business partners and fostering and promoting a culture of complianceCollaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategiesMaintain accurate and organized case files, documentation, and correspondenceBuild and maintain strong client relationships through responsive communication and exceptional serviceRespond to phone calls, texts, and e-mails in a timely fashionFollow and adhere to Company policies, procedures, and guidelinesWilling to learn the industry and help us maintain and grow our marketplace position Attend business meetings and trainings as requiredPerform other administrative tasks and special projects as assignedRequirements:Maintain a professional attitude and appearancePossess the ability to connect with a variety of personalitiesLive out Faithward Formula Exhibit strong leadership skills - leads by example and helps motivate others to do their bestUtilize extremely strong phone skills - high energy and passion for helping othersBe a team player who thrives working with a tight-knit company where their activities directly affect the bottom lineBe enthusiastic about providing the best possible customer service for clients and customersPossess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignmentsBe self-motivated and results driven with proven ability to succeed - desire to grow both professionally and personally Possess strong relationship management and the ability to drive multiple tasks to completion successfullyBe a resourceful team player and a positive can-do attitude Have the ability to work in a fast-paced environment Think and act like an entrepreneur and take an ownership mentality in all that is done in this positionBe detail oriented and helpfulHave the ability to perform accurate data entry within specified time framesPossess the ability to use or quickly learn specific CRM and other business softwareExhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organizationPossess excellent organization, problem solving, and planning skillsDemonstrate excellent time management skills and ability to adhere to schedules/deadlinesBe dependable and safety orientedHave the ability to work some nights and weekends as needed Produce a negative pre-employment drug screen and have the ability to pass a criminal background checkMaintain a good attendance record and travel as required

Created: 2025-04-10