Personal Banker-Legal Assistant
Company: Jarvis Law
Posted on: November 26, 2022
If you are looking for a fast-paced, positive team environment
with professional growth potential, then look no further! Our
Estate Planning and Elder Law firm has an immediate full-time
opportunity for an ambitious 'Personal Banker / Legal Assistant'...
a team player who is proactive, detail focused and who is eager to
assist our attorneys in implementing legal plans that can make a
meaningful difference in our client's lives. This is a fabulous
opportunity for someone who wants to be part of a collaborative and
We have set our sights on being the "go-to firm" for Estate
Planning and Elder Law in Central and Eastern Ohio. While we are
focused on rapid growth, we are still small enough to care about
every team member and client as if they were our own family. We
need someone who is interested in being with us as we grow and has
a proven track record of excellent communication, management of
deadlines, and strong administrative skills.
Our 'Personal Banker / Legal Assistants' play an integral role in
ensuring the legal plans work properly! We are looking for someone
who is eager to help clients achieve the best possible results and
someone who loves working face-to-face with people. You will play
an integral role in creating memorable experiences for clients.
-Our 'Personal Banker / Legal Assistants' primary function is to
assist clients in getting the assets of their choosing transferred
into their trust. This often entails meeting with clients, calling
clients, calling financial institutions, reviewing and analyzing
financial statements, and completing change forms on behalf of our
--- Monitor case progress, deadlines, and important
--- Review financial statements
--- Data entry into Funding Pro in order to create a summary of
--- Draft documents; draft follow-up and status letters; fill out
change of ownership forms, etc.
--- Communicate with clients, financial institutions, and financial
advisors to assist in the transfer of a client's assets, when
--- Conduct Meetings with clients to review legal documents and
financial change of ownership forms
--- Review files before closing to ensure all tasks have been
completed and nothing else is needed on the file
--- Communicate with clients and other parties to answer basic
questions about the status of the case
Applicants must be able to type 50 words per minute or faster
Applicants must have excellent communication skills and
High school diploma or equivalent is required; associate's degree
is a plus
Jarvis Law Firm is a family-owned law firm that values work/life
balance, flexibility, and providing excellent client service.
Jarvis Law has offices in Dublin, OH, Lancaster, OH, and St.
Keywords: Jarvis Law, Columbus , Personal Banker-Legal Assistant, Legal , Dublin, Ohio
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