Junior Paralegal
Vor 7 Tagen
Our client is seeking a highly detail-oriented Legal Assistant / Junior Paralegal to support a U.S.-based estate planning and trust administration practice.
This is a client-facing (email-based) role focused on document drafting support, revision management, and signing coordination, with a clear growth path into junior paralegal support for attorney workflows.
This role is ideal for someone who is process-driven, accurate, reliable, and comfortable working strictly from SOPs.
Key Responsibilities (Phase 1 – First 6 Months)Client Communication (Email Only)
- Serve as the primary client contact via email during drafting, review, and post-signing stages
- Follow up on drafts, revisions, approvals, and outstanding client "homework."
- Copy internal team members on all client communications
- Escalate substantive or legal questions to the team
Drafting & Document Support
- Review asset information and prepare drafting notes
- Draft ancillary estate planning documents, deeds, and supporting materials
- Revise documents strictly per attorney's or supervisor's instructions
Draft Review & Revision Management
- Build and maintain client draft folders in secure document vaults
- Prepare and send draft review emails using firm templates
- Track revision status and upload client feedback accurately
Pre-Signing Support (No Signings)
- Build signing packages in e-signature platforms (e.g., Proof, DocuSign)
- Send transactions to clients and monitor completion
- Confirm all documents are uploaded correctly prior to signing
- Notify the internal team once signing is completed
Post-Signing & Funding Support
- Prepare finalized PDFs and executed document folders
- Finalize Certificates of Trust
- Send deeds for recording and notify clients accordingly
- Sit in on attorney-client meetings
- Enter and manage client data in Wealth Counsel (training provided)
- Prepare post-meeting and follow-up emails
- Act as a dedicated junior paralegal support for the attorney
- Minimum 2 years of experience supporting U.S. law firms as a Legal Assistant or Junior Paralegal
- Advanced Microsoft Word skills (Track Changes, formatting, pagination)
- Experience handling legal documents, revisions, and version control
- Strong professional written English for client-facing communication
- Experience working with case management systems (Clio or similar)
- Ability to follow SOPs, templates, and structured workflows precisely
- Comfortable working US business hours on a long-term basis
Estate planning experience is preferred but not required; accuracy, trainability, and reliability are essential.