Financial Advisory-OFFICE MANAGER/PARALEGAL

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Full Job Description

Paralegal / Office Manager

About Us

We are a rapidly growing independent wealth management and estate planning firm dedicated to helping families protect, grow, and transfer their wealth. We provide comprehensive financial planning, investment management, estate planning coordination, retirement planning, and tax planning services through a collaborative team of advisors, attorneys, and CPAs.

As our firm continues to expand, we are seeking an exceptional Paralegal / Office Manager who is organized, proactive, detail-oriented, and thrives in a fast-paced environment.

This is not simply an administrative position—we are looking for someone who wants to become an integral part of a growing company and build a long-term career.

Position Overview

The ideal candidate will combine strong legal administrative experience with outstanding organizational and office management skills. You will help oversee daily office operations while assisting with estate planning documentation, client coordination, and administrative workflows.

This position requires someone who takes ownership, solves problems independently, learns quickly, and enjoys wearing multiple hats.

Responsibilities

Prepare and organize estate planning documents, including trusts, wills, powers of attorney, healthcare directives, deeds, LLC documents, and related legal paperwork.

Coordinate client document collection and ensure files remain accurate and complete.

Assist with deed preparation, recording, and follow-up.

Maintain confidential client files and legal records.

Track legal and administrative deadlines to ensure timely completion of work.

Coordinate with attorneys, financial advisors, CPAs, title companies, and county offices.

Oversee daily office operations and administrative workflow.

Assist management with special projects and operational improvements.

Create and maintain organized systems and procedures.

Answer client questions professionally and provide exceptional customer service.

Manage calendars, scheduling, and internal task assignments.

Help train and support administrative staff as the firm continues to grow.

Assist with compliance, reporting, and document management.

Continuously identify ways to improve efficiency and client experience.

Qualifications

Previous paralegal experience preferred (estate planning or real estate experience is a significant plus).

Office management or operations experience preferred.

Exceptional organizational skills.

Strong written and verbal communication.

Ability to prioritize multiple projects simultaneously.

Excellent attention to detail.

Professional appearance and demeanor.

Strong computer proficiency, including Microsoft Office and Adobe Acrobat.

Ability to learn new software quickly.

Comfortable working with legal documents and financial information.

High level of integrity and confidentiality.

Who We're Looking For

We're looking for someone who:

Is highly motivated and takes initiative without waiting to be told what to do.

Is naturally curious and enjoys learning new skills.

Can anticipate problems before they happen.

Takes ownership of their responsibilities.

Thrives in a fast-paced environment.

Is dependable, accountable, and follows through.

Maintains a positive, team-oriented attitude.

Enjoys helping clients during important financial and legal decisions.

Wants a long-term career—not just another job.

Is comfortable being held to high standards while receiving the support and resources needed to succeed.

Compensation & Benefits

Starting salary of 75K-90K based on experience.

Performance-based bonuses and advancement opportunities.

Paid vacation and holidays.

Professional development and ongoing training.

Opportunity to grow into a senior operations or management role.

Supportive, team-oriented work environment.

Long-term career growth with a rapidly expanding firm.

We're building something special. Our team is committed to professionalism, integrity, exceptional client service, and continuous improvement. Every employee plays a meaningful role in helping families protect their financial futures.

If you're motivated, dependable, eager to learn, and ready to grow with an expanding company, we'd love to meet you.

 

JOB ID: 181207

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James Kinder

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