Are you a Systems Person Trapped in a Lawyer’s Body?

DO YOU LOVE helping clients? 

Are you ready to make this your year to THRIVE personally and professionally? 

If you answered yes to the above, you may be the Rockstar Associate Attorney we are looking for! 

We are a growing business with robust marketing plans, and we are looking for an organized person who likes to work hard and have fun.  We have an immediate opening for the right Associate to join our incredible team of A+ Team members.  

Please read this ad and, if it resonates with you, that may be a good indication you could be our perfect candidate.  If you don’t love everything in this ad, it’s probably not a great fit from either side. 

We believe each member of the team holds themselves and their teammates accountable, so that dependability is always there and each person respects what others on the team do.  We also find that communication and camaraderie in a fast-paced business that has fun and celebrates growth and successes, makes it a place worth working.  This is why Teamwork and Integrity are high on our core values.  

We believe it is important to create an atmosphere where each team member can be productive and where they can hone their skills, so they are always learning, growing and improving.  Our customers are at the core of every successful business, and it is important to listen to what they want so we can meet their needs while giving them an incredible customer experience that creates raving fans. That is why Employees and our Customers and the Experience they have working with us are integral to everything we do.  

We know there is always a better way to do anything, so we encourage our team to use their creativity and passion to help drive new ideas and streamlined procedures to provide top quality results.  That is why Excellence and Innovation are part of our core values.  

We also believe in Systems and Key Performance Indicators, so that we know we are always working in a streamlined fashion and driving results.  

We are vested in finding the best of the best who love what they do and want to be on this mission with us!  We expect greatness and are willing to help you get there, but we will also be just as honest in our quarterly reviews if you are not reaching the expectations that have been set.  We want our team to know if they are getting an A when they’re firing on all cylinders, or how they can get up to the A+ status if they’re falling short.  

From our Receptionist to our CEO, we want every person on the team to continually thrive, learn and grow.

Summary of who we are looking for:  

Our Associate is a Superstar who loves communicating with our clients and has experience in estate planning and/or probate.  

Our Associate listens to the clients.   Our Associate takes the time to understand the client’s goals and what keeps them up at night.   They are willing to work with the client to strategize and orchestrate a plan that aligns with those goals.  

Our Associate performs legal analysis, legal strategy planning, and technical drafting.

Likewise, Our Associate understands the value of delegating to others, while providing oversight to the rest of the team and creating a team approach to get more done in less time.  

Our Associate also enjoys opportunities to network with other colleagues and community members to build the reputation of the Firm and the Team in the community. 

Responsibilities: 

• Client Focused Tasks: 
  • Engage in Preliminary Legal Strategy Sessions with clients to fully understand the facts and the goals in order to perform legal analysis and legal strategy planning.
  • Engage with Legal Team to share legal strategy on each case so the legal team can be in alignment with the client’s interest in reaching their goal, the team’s interest in moving clients forward and the Firm’s interest in creating raving fans. 
  • Communicate with clients and advise clients on key junctures so they fully understand their options and can make a fully informed decision.  
  • Oversee and analyze discovery and legal pleadings drafted by the Legal Team and provide feedback and guidance to create stronger work product and streamlined processes. 
  • Confer with other attorneys on a case with advocacy and professionalism. 
  • Prepare for and present to the Court.
  • Prepare memorandums to the file and correspondence throughout the case to appropriately apprise team members and the client of the status of the last 2 steps taken and the next 3 steps planned so everyone understands the plan. 

• Administrative/ Team/ Financial Tasks: 
  • Engage with the Team to create a collaborative culture including contributing and participating in team trainings, team builders and other growth opportunities.  
  • Coordinate the creation of billable time entries that convey the forward movement with the Billing clerk; review and analyze the tracking numbers and stay on target with Key Performance Indicators set by quarter. 

• Marketing Tasks: 
  • Engage in at least 3 forms of networking each month so as to cultivate relationships in the community.
  • Write at least 3 “Just a note” cards to colleagues, clients, friends, acquaintances to solidify relationships.
  • Suggest thoughtful gifts and thank you to referrals and others who have gone out of their way to help us. 
  • Engage in Social Media in a positive and supporting role to the firm and to amplify the brand and the firm’s amazing, fun, and vibrant culture. 
  • On occasion, participate in podcasts, audio recording, videos and livestreams to help promote our message. 

• Other Duties: 
  • Creating efficiencies through developing and refining the Firm’s systems including the policies and procedures, examples, templates, scripts, diagrams, workflows, and videos. 
  • Analyzing statistical information to better understand how we can improve our services and the time we spend servicing our clients. 

Key Skills:

• Confidence
• Great Organizational skills
• Adaptability
• Creativity
• Good teamworking skills
• Communication skills
• IT skills

Requirements:

• Proven experience as an Associate = 7+ years
• Excellent communication skills 
• Good understanding of legal strategies and position of clients
• Strong creativity and desire to innovate with new strategies to better service our clients and to streamline our firm 
• Ability to multi-task and adhere to deadlines in a fast-paced environment
• Great organizational skills and ability to lead and delegate. 
• Resilient problem-solving skills
• Strong attention to detail including grammar and spelling 
• Solid base of customer-service
• Good knowledge of legal research techniques and databases
• Excellent knowledge of basic office programs, Law Management Computer Software and online applications 
• Law Degree.  

To apply, send an email with “I am your Rockstar Associate Attorney” in the subject line with the following: 1) your resume, 2) a list of 5 references including both employers and other people who have personally worked with you and 3) a list of your social media handles.