Associate Attorney

Experience (preferred or required):

Juris Doctor (J.D.) degree from an accredited law school required

Admission to the New York State Bar and in good standing required

NY license required

1-3+ years of experience as an associate attorney required

Understanding of estate and tax planning preferred

Understanding of business planning preferred

Understanding of elder law preferred

Analytical, legal research, and writing skills required

Understand the importance of creating rapport, developing trust and becoming a holistic advisor for clients and their families required

Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required

Demonstrated ability to lead and inspire a team to achieve operational excellence preferred

CRM software experience required; Clio preferred

Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required Essential Duties and Responsibilities:

Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate

Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning

Meet with clients to understand their unique goals and assets

Be a trusted advisor to clients and build relationships

Grow portfolio of clients

Deepen networks

Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations

Represent clients in court proceedings, hearings, and negotiations as necessary

Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives

Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets

Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives

Advise clients on tax implications, asset protection strategies, and charitable giving options

Review and update existing estate plans as needed

Draft and revise legal documents with accuracy and attention to detail

Ensure all documents comply with applicable state and federal laws

Explain complex legal concepts to clients in a clear and understandable manner

Obtain client signatures and witness documents as required

Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance

Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies

Maintain accurate and organized case files, documentation, and correspondence

Build and maintain strong client relationships through responsive communication and exceptional service

Respond to phone calls, texts, and e-mails in a timely fashion

Follow and adhere to Company policies, procedures, and guidelines

Willing to learn the industry and help us maintain and grow our marketplace position

Attend business meetings and trainings as required

Perform other administrative tasks and special projects as assigned Requirements

Maintain a professional attitude and appearance

Possess the ability to connect with a variety of personalities

Live out Faithward Formula

Exhibit strong leadership skills - leads by example and helps motivate others to do their best

Utilize extremely strong phone skills - high energy and passion for helping others

Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line

Be enthusiastic about providing the best possible customer service for clients and customers

Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments

Be self-motivated and results driven with proven ability to succeed - desire to grow both professionally and personally

Possess strong relationship management and the ability to drive multiple tasks to completion successfully

Be a resourceful team player and a positive "can-do" attitude

Have the ability to work in a fast-paced environment

Think and act like an entrepreneur and take an ownership mentality in all that is done in this position

Be detail oriented and helpful

Have the ability to perform accurate data entry within specified time frames

Possess the ability to use or quickly learn specific CRM and other business software

Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization

Possess excellent organization, problem solving, and planning skills

Demonstrate excellent time management skills and ability to adhere to schedules/deadlines

Be dependable and safety oriented

Have the ability to work some nights and weekends as needed

Produce a negative pre-employment drug screen and have the ability to pass a criminal background check

Maintain a good attendance record and travel as required

Salary Description

$75,000 - $125,000 per year