Levine, Furman & Rubin, LLC • Morganville, NJ 07751 • Posted 1 day ago via LinkedIn
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Levine, Furman & Rubin, LLC is seeking a Paralegal to serve as the Client Liaison, guiding clients through their Estate Planning process from initial consultation to signing ceremony and beyond. This role involves building trust and providing support to clients, requiring a genuine, caring individual with strong customer service and Microsoft Office proficiency. Prior Paralegal experience is preferred.
We are seeking a Paralegal to join our team! In this position, you will be the Client Liaison, or the intermediary between the client and attorney. You will be the clients' guide through their Estate Planning process, from their initial consultation through their signing ceremony and even post-signing because you are creating a lifetime relationship with them. You will be someone they can trust to have their back, hold their hand and get them the answers they need to any questions or concerns.
This position is not just a job but a career. This position is for someone who is genuine and caring as a connection with clients is a must.
Prior Paralegal experience preferred.
Responsibilities include:
- Reviewing documents over the phone, on Zoom or in person with clients before they come in for their signing
- Handling the signing of documents with clients at their “Signing Ceremony”
Qualifications:
- Customer service skills and phone experience are crucial for this position
- You must be proficient in Microsoft Word and Outlook
- You must be motivated to get your work done efficiently and on-time
- You must have a positive and professional demeanor
- Knowledge of Estate Planning will help you succeed in this position!
Job Type: Full-time
Benefits:
Schedule:
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