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Personal Banker-Legal Assistant

Company: Jarvis Law
Location: Dublin
Posted on: November 26, 2022

Job Description:

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 compassionate team.

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 clients.

--- Monitor case progress, deadlines, and important timeframes/milestones
--- Review financial statements
--- Data entry into Funding Pro in order to create a summary of assets
--- 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 necessary
--- 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 organizational skills
High school diploma or equivalent is required; associate's degree is a plus

About Company:
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. Clairsville, OH.

Keywords: Jarvis Law, Columbus , Personal Banker-Legal Assistant, Legal , Dublin, Ohio

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