Elder Law Guidance announces …

Legal Assistant

This role will manage specialized work efficiently, with confidence and competence. The Legal Assistant requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time.

 

If this is you, please watch this video and read this entire page…

 

  • Who We Are

    Founded in 2015, by Scott E. Collins, our firm is about providing seniors the security they need and expect when it comes to Estate planning, medical planning, special needs planning, guardianship and conservatorship, and veterans’ wartime pension and compensation. We literally oversee our client’s family’s needs in every potential scenario.

    We are committed to protecting families from the loss of everything they have worked for, to the extreme cost of long-term healthcare.

    Our focus is always about client experience; we pride ourselves on offering emotional and legal support that provides our clients with cutting edge counsel on how best to preserve assets and quality of life

  • We Are Growing

    We are at a growth inflection point and we want to get it right when it comes to hiring staff in every role. We pride ourselves on being well run, extremely organized, innovative and a great place to work. To learn more about our unique differentiators please click here

Join us as our:

Legal Assistant

Our immediate current need is for a Legal Assistant. This role will manage specialized work efficiently, with confidence and competence. The Legal Assistant requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time.

 

The person in this position will take work seriously, have a strong sense of duty, and be disciplined. A somewhat faster-than-average pace will be the norm for this position and detailed, specialized work is the major focus.

 

The person in this position will be provided with clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training to develop expertise and increase confidence. They will receive frequently expressed appreciation for their competence, conscientiousness, and loyalty.

 

The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work.

Position Overview

We are looking for a legal assistant to grow our legal team. When our clients hire us, they are going through an emotionally difficult period in their lives, and our goal is to help them make their lives better.

 

Our legal assistant will interact and build relationships with our clients, while supporting our attorneys with drafting and communication to clients and various professional entities. This position requires empathy, above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time.

Reporting Relationship

Legal Assistants perform their duties under the direction of one or more attorneys to whom they may be assigned.

 

Legal Assistants’ employment relationship with the Firm is managed by the Operations Manager and Case Manager.

Authority

Legal Assistants are prohibited by the ABA’s rules of Professional Conduct and State Bar Association rules from practicing law. All work done by Legal Assistants must be in support of and under the direct supervision of an attorney.

 

In dealing with clients, Legal Assistants must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of action during their case.

Responsibilities

  • Develops marketing plans and marketing budget with strategies and tactics (both short and long range) to ensure that the firm reaches or exceeds revenue targets.
  • Researches, analyzes, and monitors market, financial, technological, and demographic factors so that opportunities may be capitalized on quickly and the possibility of competitors capturing market share is minimized.
  • Plans, oversees the organization of the firm’s CRM systems, advertising and promotion activities including print, radio, TV, digital, and direct mail tactics.
  • Selects and project manages outside contractors and vendors on ongoing marketing projects.
  • Works with writers and graphic artists and oversees copywriting, design, layout, and production of marketing items.
  • Develops and recommends pricing strategy for the firm which will result in the greatest share of the market over the long run.
  • Achieves satisfactory return on investment on marketing tactics as well as achieve a satisfactory share of the market.
  • Evaluates results to ensure moving swiftly in relation to marketing challenges and opportunities to be certain that revenue targets are reached or exceeded.
  • Conducts client feedback activities through implementation of client surveys and implementation of complaint systems to avoid and/or calm dissatisfied clients.
  • Creates and implements marketing metrics systems that track results so there is a data driven feedback system to aid in decisions.
  • Creates a firm culture of “rainmaking” by designing and implementing training and coaching firm-wide for personnel.
  • Other dues as may be assigned by the Owners.

Qualifications

  • A demonstrative and proven track record of successfully growing law firms or other professional service firms for at least 5 years
  • Strong team building; interpersonal skills and people management skills
  • Outstanding written and verbal communication skills
  • Deep understanding of all aspects of internet marketing, including experience with direct response marketing
  • Must be self-motivated and self-directed to achieve his or her professional goals and CFEP’s goals.
  • Self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills
  • Highly organized with a strong sense of urgency to get positive results
  • Ability to manage budgets, contract management, venros, and project management.
  • Strong ability to create systems for tracking marketing metrics and using those metrics to make marketing recommendations/decisions.
  • Demonstrate sound judgment and creative problem solving.

Education and/or Experience

  • B.A. degree with major in business, marketing, advertising, or communications preferred, but overall, a strong track record with or without a degree is essential.
  • Experience with Windows Operating System, Office 365, Google Workspace, Adobe Acrobat Pro, Keap/Infusionsoft and/or Zoho, is preferred but not required.

Key Performance Indicators

  • % over/under firm’s revenue target
  • # of Qualified Leads
  • Cost Per Acquisition
  • ROI of Marketing Budget and improvement of ROI month-over-month/year-over-year
  • Lead to Client Conversion Rate

Quick and easy steps for applying for this position:

Provide Your Contact Details

Answer a few contact-related questions about who you are.

1

Upload Your Resume

You will be asked to upload your current Resume in Microsoft Word or PDF format.

2

Complete Our 5-minute Survey

Here at Elder Law Guidance, we know our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. And we believe in data and analytics.

Please take 5-minutes to do our survey. This is not a test, there are no right or wrong responses, we’re not looking for any specific answers. Just be easy about it, don’t over think, you’ll get your results instantly, and we’ll be in touch shortly. Simply click this link to take our survey.

3

Join Our Team So That We Can Help More People Build Better Lives By Planning For A Secure Future!

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