Elder Law & Estate Planning Associate Attorney

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

Job Description:

Empathetic - Loves to Work with Seniors and Families to Ensure Peace of Mind - Servant Leader - High Client Service Orientation - -Growth Mindset - Qualify-Focused - Team Leader

We are Jarvis Law. -These are just a few things we are looking for in our newest team member as an Elder Law & Estate Planning Associate Attorney. Due to growth, we are adding a new role to our team. -

We are an elder law and estate planning law firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role will most likely be based in our Dublin office, but potentially could work from our Lancaster office as well. For the right candidate, this role may potentially be considered hybrid- 4 days in the office and 1 from home on Fridays.

This is a great role for an experienced attorney who truly thrives meeting with potential clients, getting them to sign on as clients, and then designing a customized plan for clients to meet their long-term care needs.

You do Not need to do any cold calling or community outreach in this role. We have other team members that handle that!

Responsibilities:
As an experienced Attorney at our firm, you will have the opportunity to be in client meetings the majority of the day helping to understand client needs, listen and empathize with them and then design an estate plan that meets those needs.
What you will do in a nutshell:
--- Conduct client design and funding meetings approximately 75% of the time.
--- Ensure proper workflow, review drafted documents, and help make sure client files stay on track with the team, internal meetings, etc. about 25% of the time.
--- Meet with clients displaying care, empathy, and listening skills; you have Amazing interpersonal and rapport-building skills in addition to being super knowledgeable in estate planning and elder law.
--- Get clients to move forward and collect deposits, as they have already had an initial meeting with the firm.
--- Ensure compliance with established systems and procedures.
--- You are a coach and mentor, as you will work very closely with a drafting paralegal.
--- If you like marketing, you may have the opportunity to help facilitate potential client seminars and workshops, but this is Not a necessity in this role.

Qualifications:
Basic qualifications we're looking for include:
--- JD with current license in good standing in Ohio
--- 3-5 years of related estate planning and elder experience

Other intangibles that will enable you to thrive in our family-oriented firm:
--- High follow-through and personal accountability
--- Agile with the ability to adapt to change
--- Servant leadership mentality
--- Excellent active listening, coaching, and mentoring skills
--- Proficient computer skills: MS Office and prior experience with case management systems; ActionStep preferred but not required
--- Knowledge of or ability to use/learn WealthDocs and ElderCounsel
--- You are unafraid of metrics and KPIs... essentially- accountability with a really great work ethic
--- Excellent client service skills who easily builds rapport
--- Excellent verbal and written communication skills
--- Creative thinker with sound problem-solving skills
--- Supervisory skills with the ability to hold people accountable, train, mentor, and motivate
--- Team player with the ability to roll up their sleeves, get into the details, and pitch in as needed
--- Ethical code of conduct
--- Critical thinking skills with the ability to make recommendations
--- Organizational and time management skills with the ability to meet deadlines
--- Ability to juggle multiple responsibilities and deadlines in a fast-paced environment
--- Ability to work cooperatively with diverse individuals both internally and externally to Firm
--- Professional, positive demeanor with the ability to demonstrate tact, empathy, and diplomacy
--- Ability to take initiative, be resourceful, and proactive

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 , Elder Law & Estate Planning Associate Attorney, Legal , Dublin, Ohio