Paralegal

Company: rb LEGAL
Location: Minneapolis
Posted on: October 16, 2024

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, Minnetonka , Paralegal, Legal , Minneapolis, Minnesota