Associate Attorney

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Company: Faithward Advisors LLC

Location: Painted Post, NY 14870

Description:

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

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