Join the McIntyre Elder Law Team

Duties: This position will work with multiple attorneys and legal staff to handle all aspects of probate, guardianship, and trust administration from initiation to completion. The following attributes are essential for this role, given its involvement in handling complex legal matters. 

• Prepare estate, guardianship, and trust accountings 
• E-file and file documents with the Clerk of Court 
• Familiarity with financial statements, balance sheets, income statements, and tax filings. 
• Work directly and communicate well with clients and clients’ advisors. 
• Have working knowledge of North Carolina local and state court rules.
• Track billable and non-billable hours. 
• Work independently as well as collaborate with attorneys and the team. 
• Draft and file legal documents.
• Organize and maintain correspondence, court papers, case records, as well as digital and physical case files. 
• Utilize document management systems to store and retrieve legal documents. 
• Maintain confidentiality of client information
• Proofread and revise legal documents for contextual, grammatical, typographical, or spelling errors. 
• Attend group meetings and trainings (virtually and in-person) 
• Billing and financial case management. 
• Perform clerical tasks such as copying, scanning, mailing, and faxing documents. 
• Attend and assist with educational seminars that we host. These seminars are held outside of normal working hours. Attendance requirement: up to once per month. Hours worked at seminars above 40 hours/week will be paid at 1.5 times your regular rate and mileage is reimbursed. 

Prior Work Experience Background:

To be considered for this position, candidates must have a minimum of two (2) years of. prior professional experience in one or more of the following areas: accounting, financial services, bookkeeping, estate administration, guardianship administration or trust administration.

Skills Needed to Be Successful in This Role: 

An ideal candidate will be a collaborative team player who demonstrates a positive and flexible attitude. The candidate should be highly organized, analytical, detail-oriented, with the ability to work effectively under tight guidelines. The candidate should also possess strong computer skills and be proficient in utilizing a variety of software programs, including, but not limited to, Microsoft Office Suite, Adobe, Google Workspace, and Clio.

McIntyre Elder Law is an Equal Opportunity Employer and does not discriminate based on race,
color, religion, sex, age, national origin, protected veterans, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state, or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities, and termination.

Job Type: Full-time:
· Pay: $55,000 to $65,000 per year (DOE), salaried

Benefits:
• Health insurance
• Paid time off
• 401(k)

Education:
• Four-year college degree (Preferred, negotiable based upon prior work experience)
• Paralegal certificate or diploma

Work Environment: In person/office setting, 5 days per week.

Qualified individuals should submit a resume in PDF format outlining their qualifications. All
inquiries are considered confidential.