Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
11/01/2025
Full time
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.
10/08/2025
Full time
Posting date: 06/27/2025 Open Until Filled: Yes Position Number: Position Title: Associate Director, Gift Planning Hiring Range Minimum: $78,700 Hiring Range Maximum: $90,000 Union Type: Not a Union Position SEIU Level: Not an SEIU Position FLSA Status: Exempt Employment Category: Regular Full Time Scheduled Months per Year: 12 Scheduled Hours per Week: 40 Schedule: M-F 8:00 AM - 5:00 PM Location of Position: Lebanon, NH 41 Centerra Parkway Remote Work Eligibility?: Hybrid Is this a term position?: No Is this a grant funded position?: No Position Purpose: Responsible for probate and estate settlement, for the undergraduate college and its professional schools. Manages the administration of life income plans, and engages with alumni, parents, friends, and Advancement colleagues to further relationship cultivation. Manages marketing, communications, engagement and stewardship strategies to support and raise awareness of planned gift vehicles. Required Qualifications - Education and Yrs Exp: Bachelors or equivalent combination of education and experience Required Qualifications - Skills, Knowledge and Abilities: At least five years' experience as a paralegal or in banking (trust department), deferred giving, fundraising or a related field Knowledge of estate planning, wills, trusts, IRA, gift annuities and beneficiary insurance policies and tax laws Excellent communication and interpersonal skills, both written and verbal Ability to handle sensitive and confidential matters with appropriate discretion Strong organizational skills and ability to plan and schedule work, set priorities, and manage multiple projects and deadlines Ability to work independently and as part of the team; strong collaboration skills Good judgment and decision-making skills Expertise in operating database, spreadsheet, and Web-based software applications in a complex computer information system environment Strong accuracy and attention to detail Preferred Qualifications: Knowledge of PG Calc planned giving software Department Contact for Recruitment Inquiries: Cindy Hodgdon Welch Department Contact Phone Number: Department Contact for Cover Letter and Title: Cindy Hodgdon Welch, Associate Director of Advancement Business Operations Department Contact's Phone Number: Equal Opportunity Employer: Dartmouth College is an equal opportunity employer under federal law. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications are welcome from all. Background Check: Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, conduct review, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law. Is driving a vehicle (e.g. Dartmouth vehicle or off road vehicle, rental car, personal car) an essential function of this job?: Not an essential function Special Instructions to Applicants: Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy. Additional Instructions: Please note this position is not visa sponsorship eligible. Quick Link: Description: Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts. Communicates directly with attorneys, trustees, and advisors as well as with internal constituents in Finance, Legal Affairs, and Endowment Administration. Manages family expectations vs. governing document requirements. Acknowledges all estate planned gifts. Advises donors, volunteers and staff officers of the College and its professional schools of the various options and plans for planned giving. Prepares written materials about the intricacies of financial, legal, and tax-related aspects of charitable gift planning in order to engage donors. Supports other staff members working with donors on deferred and planned gifts such as trusts, charitable annuities, life insurance, wills, and bequests. Percentage Of Time: 25 Description: Manages the administration of the College's life income plans by working closely with donors, beneficiaries, the Endowment Administration and Investment offices, and the program's outside trust administrator. Develops an expertise in the management and administration of planned gifts. Manages/administers Dartmouth accounts with Kaspick & Company, including termination of trusts and gift annuity contracts, new gift information, and processing donor/beneficiary/advisor tax information. Acts as liaison and serves as an on-campus resource between Dartmouth and beneficiaries and among the offices of Endowment, Investments, General Counsel, and Kaspick & Company (Dartmouth's current life income plan administrator). Percentage Of Time: 25 Description: Writes, edits, and proofreads gift proposals, solicitation and stewardship materials for donors, based on donors' interests, resources and philanthropic priorities. Produces customized plan termination documents for estate executors and attorneys. Percentage Of Time: 20 Description: Acquires technical knowledge in tax, investment, and legal aspects of charitable giving and articulates clearly and effectively in discussions with prospective donors, their counsel, colleagues, and volunteers. Develops an expertise in the management and administration of planned gifts. Percentage Of Time: 10 Description: Researches, organizes, and prepares statistical data for donor/beneficiary reports and planned gift activity, monthly reports, special projects, etc. Percentage Of Time: 10 Description: Participates in long-range planning for the department and incorporates the needs of diverse populations in program planning. Percentage Of Time: 10 : Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. : Performs other duties as assigned.
Description: Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. Requirements: MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI0eca-2174
10/07/2025
Full time
Description: Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. Requirements: MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI0eca-2174
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelors degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI9f9e36de4d67-2174
10/07/2025
Full time
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelors degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI9f9e36de4d67-2174
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI0eca-2174
10/06/2025
Full time
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI0eca-2174
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI6a330d7442d8-2183
10/06/2025
Full time
Gravis Law, PLLC is seeking a Estates and Probate Paralegal to join its Colorado team. Gravis Law serves people and communities across the nation by providing uncomplicated access to world-class legal services. In 2019, 2020 and 2021 Gravis Law was ranked as the fastest growing law firm on the Inc. 5000 list of Fastest-Growing Companies in America. Before applying for the position, applicants are encouraged to visit our website at for additional information about Gravis Law. A successful member of Gravis Law demonstrates enthusiasm, confidence, and authenticity. Additionally, they thrive in an environment that is collaborative and tech-savvy. As a Paralegal, you will perform a variety of paralegal and administrative tasks in our collaborative team-oriented culture. You will support your local attorney(s) and team by assisting with case planning, development, and management, legal research, client communication, drafting and filing legal documents and making recommendations to attorneys. The successful candidate has a passion for Estates and Probate work which can include simple and complex Estate Planning, Trusts, Formal and Informal Probate matters etc. and is motivated to help create a pleasant workplace. ESTATES & PROBATE PARALEGAL ESSENTIAL DUTIES AND RESPONSIBILITIES: Managing attorney dockets to ensure that all deadlines are met in a timely manner. Reviewing files and conferring with attorneys to discuss the status of the file as well as upcoming deadlines. Assisting attorneys with preparing for client meetings, depositions, mediations, arbitrations, pre-trial, trial, etc. Drafting letters, briefs, memorandums, discovery, and other legal documents. Filing and e-filing briefs, memorandums, discovery, and other legal documents. Maintaining client files both electronic and physical files. Communicating with clients on a very regular basis. Conducting legal research and drafting. Efficiently providing top-notch legal products and superior service to clients. Covering the front desk and phones when necessary to ensure that clients and other office visitors receive prompt and professional service. Maintaining a well-respected reputation amongst clients, opposing counsel, Judges, Court staff, and colleagues. All other duties as assigned. MINIMUM REQUIREMENTS : High school diploma, GED or equivalent education required. 2+ years of Paralegal experience; Estates and Probate preferred Must have excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers. Ability to talk, listen and speak clearly on the phone and through written communications. Computer proficiency (Microsoft Office - Word, Excel, Teams and Outlook). Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service. Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices. Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted. DESIRED QUALIFICATIONS: College graduate with bachelor's degree preferred. Knowledge of Wealth Counsel software Litigation experience Demonstrated organizational and prioritization skills and an ability to successfully juggle multiple mandates at the same time. Excellent analytical skills and an ability to effectively use both data and experience-based instinct to make decisions. Positive and professional demeanor with excellent communication and interpersonal skills. Full Time Employee Benefits at Gravis Law: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include: Medical, dental, vision and life insurance. 401(k) plan with company matching Paid time off for Vacation, Sick and 11 Holidays as well as Volunteer Paid Time Off Opportunity to cross train and grow within the organization Paralegals are also eligible to participate in the Paralegal Bonus Program. Hourly Wage starting at $20.00 - $26.00 per hour; based on experience. In Office Monday - Friday 8:30 am - 5:00 pm WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS: Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion. This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of a Paralegal. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PM21 Compensation details: 20-26 Hourly Wage PI6a330d7442d8-2183
Paralegal Consultant-Investment Company Act Products AT NORTHWESTERN MUTUAL, WE ARE STRONG, INNOVATIVE AND GROWING. WE INVEST IN OUR PEOPLE. WE CARE AND MAKE A POSITIVE DIFFERENCE. The Northwestern Mutual Law Department is seeking an experienced, independent and agile Paralegal Consultant interested in joining a diverse, challenging and fast-paced environment supporting the Company on a wide range of issues as it works to transform how clients experience financial security. What's the role? This Paralegal Consultant will be a member of the Law Department's Investment Products and Advisory Services Team, reporting to the VP-Investment Products and Services in Law, and will primarily focus, as part of a team of lawyers and paralegals, on supporting the securities law aspects of our variable life insurance and variable annuity products and/or their underlying proprietary mutual fund investment options. Most of this legal work is handled entirely in-house, including the production of registration statements and related regulatory filings and shareholder reports. Examples of the type of work this paralegal will engage in as a member of the Investment Products and Advisory Services Team includes: Helping to manage the process, and assisting in the drafting, publishing and filing of new and existing annual registration statements, annual and semi-annual reports, prospectus supplements, proxy/information statements and related documents with the Securities and Exchange Commission Aiding in the implementation of new SEC rules applicable to variable products, mutual funds and their registered investment advisers Performing legal and public records searches Maintaining and updating files, policies and procedures and databases Assisting with the maintenance of sub-custodial registrations for foreign investments This position provides the opportunity for an annual bonus. Bring Your Best! What this role needs: Candidates ideally should have a Bachelor's degree and at least five years of variable product and/or mutual fund paralegal experience. Additional experience together with a certificate of paralegal studies from a program approved by the American Bar Association may be considered in lieu of Bachelor's degree. Experience with other federal securities laws is a plus. Corporate governance experience is desirable. Experience using the DFIN ArcPro registration statement management and publishing system, or comparable system, is preferred. Exceptional organizational skills and expert knowledge of Office 365 and Adobe applications. Desired personal attributes: Excellent interpersonal and written and oral communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive outlook. Demonstrated ability to collaborate and contribute effectively in a team environment while working independently and approaching work with a proactive mindset. Ability to effectively prioritize multiple tasks at the same time. A keen problem-solving approach using sound reasoning and practical judgment to achieve results that balance benefits for all stakeholders of the enterprise. The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skill sets and aspirations. Information About the Northwestern Mutual Law Department: Of the Northwestern Mutual Law Department's approximately 130 members, about 80 are lawyers, having come to Northwestern Mutual from all around the country after having graduated from a multitude of law schools and undergraduate institutions and having practiced in a wide variety of settings. The balance of the Department consists of highly skilled paralegals and research and administrative professionals who support significant aspects of the Department's operations. Our Law Department (in every aspect of its operations, including the Law Department Leadership Team, the Department's practicing lawyers and paralegals, and the Department's professional administrative staff) is inclusive and diverse, comprising a rich mixture of people who come from a wide variety of ethnic and religious backgrounds and includes people of color and those who are openly gay or lesbian. The Northwestern Mutual Law Department provides the vast majority of legal services in nearly all disciplines directly to the Company, with only select utilization of outside counsel. There are nine main legal practice teams within the Law Department: Investment Products and Advisory Services; Digital and Enterprise Operations; Insurance Products and Operations; Corporate; Distribution; Litigation; Enterprise Governance; Institutional Investments; and Real Estate Investments. Members of the Law Department have the opportunity to develop a thorough understanding of the Company's business needs, and we are fully engaged in the execution of the Company's business strategy. This allows us to provide the most timely and effective counsel in an efficient manner and leads to greater career satisfaction for our attorneys, paralegals, and professional administrative staff. Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what is most important. With $378 billion in total assets, $38 billion in revenues, and nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $351 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 109th on the 2025 FORTUNE 500 and is recognized by FORTUNE as one of the "World's Most Admired" life insurance companies. Compensation Range: Pay Range - Start: $69,720.00 Pay Range - End: $129,480.00 Geographic Specific Pay Structure: 190 - Structure 110: 76,720.00 USD - 142,480.00 USD 190 - Structure 115: 80,150.00 USD - 148,850.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
10/05/2025
Full time
Paralegal Consultant-Investment Company Act Products AT NORTHWESTERN MUTUAL, WE ARE STRONG, INNOVATIVE AND GROWING. WE INVEST IN OUR PEOPLE. WE CARE AND MAKE A POSITIVE DIFFERENCE. The Northwestern Mutual Law Department is seeking an experienced, independent and agile Paralegal Consultant interested in joining a diverse, challenging and fast-paced environment supporting the Company on a wide range of issues as it works to transform how clients experience financial security. What's the role? This Paralegal Consultant will be a member of the Law Department's Investment Products and Advisory Services Team, reporting to the VP-Investment Products and Services in Law, and will primarily focus, as part of a team of lawyers and paralegals, on supporting the securities law aspects of our variable life insurance and variable annuity products and/or their underlying proprietary mutual fund investment options. Most of this legal work is handled entirely in-house, including the production of registration statements and related regulatory filings and shareholder reports. Examples of the type of work this paralegal will engage in as a member of the Investment Products and Advisory Services Team includes: Helping to manage the process, and assisting in the drafting, publishing and filing of new and existing annual registration statements, annual and semi-annual reports, prospectus supplements, proxy/information statements and related documents with the Securities and Exchange Commission Aiding in the implementation of new SEC rules applicable to variable products, mutual funds and their registered investment advisers Performing legal and public records searches Maintaining and updating files, policies and procedures and databases Assisting with the maintenance of sub-custodial registrations for foreign investments This position provides the opportunity for an annual bonus. Bring Your Best! What this role needs: Candidates ideally should have a Bachelor's degree and at least five years of variable product and/or mutual fund paralegal experience. Additional experience together with a certificate of paralegal studies from a program approved by the American Bar Association may be considered in lieu of Bachelor's degree. Experience with other federal securities laws is a plus. Corporate governance experience is desirable. Experience using the DFIN ArcPro registration statement management and publishing system, or comparable system, is preferred. Exceptional organizational skills and expert knowledge of Office 365 and Adobe applications. Desired personal attributes: Excellent interpersonal and written and oral communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive outlook. Demonstrated ability to collaborate and contribute effectively in a team environment while working independently and approaching work with a proactive mindset. Ability to effectively prioritize multiple tasks at the same time. A keen problem-solving approach using sound reasoning and practical judgment to achieve results that balance benefits for all stakeholders of the enterprise. The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skill sets and aspirations. Information About the Northwestern Mutual Law Department: Of the Northwestern Mutual Law Department's approximately 130 members, about 80 are lawyers, having come to Northwestern Mutual from all around the country after having graduated from a multitude of law schools and undergraduate institutions and having practiced in a wide variety of settings. The balance of the Department consists of highly skilled paralegals and research and administrative professionals who support significant aspects of the Department's operations. Our Law Department (in every aspect of its operations, including the Law Department Leadership Team, the Department's practicing lawyers and paralegals, and the Department's professional administrative staff) is inclusive and diverse, comprising a rich mixture of people who come from a wide variety of ethnic and religious backgrounds and includes people of color and those who are openly gay or lesbian. The Northwestern Mutual Law Department provides the vast majority of legal services in nearly all disciplines directly to the Company, with only select utilization of outside counsel. There are nine main legal practice teams within the Law Department: Investment Products and Advisory Services; Digital and Enterprise Operations; Insurance Products and Operations; Corporate; Distribution; Litigation; Enterprise Governance; Institutional Investments; and Real Estate Investments. Members of the Law Department have the opportunity to develop a thorough understanding of the Company's business needs, and we are fully engaged in the execution of the Company's business strategy. This allows us to provide the most timely and effective counsel in an efficient manner and leads to greater career satisfaction for our attorneys, paralegals, and professional administrative staff. Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what is most important. With $378 billion in total assets, $38 billion in revenues, and nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $351 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 109th on the 2025 FORTUNE 500 and is recognized by FORTUNE as one of the "World's Most Admired" life insurance companies. Compensation Range: Pay Range - Start: $69,720.00 Pay Range - End: $129,480.00 Geographic Specific Pay Structure: 190 - Structure 110: 76,720.00 USD - 142,480.00 USD 190 - Structure 115: 80,150.00 USD - 148,850.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
Shoup Legal. A Professional Law Co
Murrieta, California
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorneys office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firms existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firms revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the clients objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIe8f9b260c62d-6530 Required Preferred Job Industries Other
10/05/2025
Full time
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorneys office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firms existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firms revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the clients objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIe8f9b260c62d-6530 Required Preferred Job Industries Other
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
10/03/2025
Full time
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
10/03/2025
Full time
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
10/03/2025
Full time
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
10/03/2025
Full time
Paralegal with real estate and probate experience The Grantham Law Firm is an established small boutique law firm dedicated to providing exceptional service to clients. We are seeking a highly skilled and experienced paralegal to join our team, focusing on real estate and probate matters. The ideal candidate will be detail-oriented, have strong organizational skills, and be capable of managing a high-volume caseload with professionalism, accuracy, and compassion. Responsibilities: Manage real estate and probate files from intake to closing, ensuring all deadlines are met. Draft and review legal documents, including wills, trusts, deeds, contracts, and probate pleadings. Conduct legal research on real estate and probate laws and procedures, ensuring compliance with Florida law. Coordinate real estate transactions, including managing due diligence, reviewing titles and surveys, and preparing closing documents. Assist in trust and estate administration, including gathering and organizing asset and liability information. Handle e-filing and document recording processes with Florida courts. Qualifications: Minimum of 3+ years of experience as a paralegal in Florida real estate and probate law. Paralegal certification and/or a Bachelor's degree are preferred. Strong knowledge of Florida probate law and procedure. Must submit to a background check. About Company The Grantham Law Firm is a boutique law firm specializing in Estate Planning, Probate, Real Estate, and 1031 Exchanges. We were established in 1981 and are AV-rated by Martindale-Hubbell. Why Join Us? Be part of a Martindale Hubbell AV-rated law firm with over 40 years of experience in the community, known for its deep commitment to quality legal services. Gain experience across Wills, Trusts, Estates, Probate, and Real Estate, with opportunities to specialize and grow. Work closely with a team of experienced attorneys and paralegals in a supportive, team-driven setting. Opportunities for mentorship, continued legal education, and career advancement. Salary commensurate with experience, along with benefits. PId311289bab43-9985
Are you an experienced legal assistant with a passion for organization and client service? Do you thrive in a supportive, team-driven environment where details matter? Our boutique Estate Planning & Probate law firm is seeking a full-time Legal Assistant to support one of our attorneys in the areas of probate and trust administration. This role is ideal for someone with 35 years of legal assistant experience who is fluent in both English and Spanish. You will play a critical role in helping clients navigate the probate process while ensuring that our files move forward smoothly and efficiently. This is an in-person position in Coral Gables, FL. Compensation: $50,000 - $60,000 yearly Dependent On Experience Responsibilities: Provide professional, compassionate support to clients, ensuring a positive experience throughout the probate process. Draft, edit, and format correspondence, notices, and simple legal documents for attorney review. Maintain and organize case files, deadlines, and calendars to ensure timely compliance with court and statutory requirements. Coordinate with courts, financial institutions, and beneficiaries to obtain and deliver required documents. Assist with trust administration tasks, including communication and document preparation. Communicate regularly with clients and provide status updates. Support the attorney with scheduling, filing, and other administrative needs. Help manage probate files from opening to closing with an emphasis on accuracy and efficiency. Qualifications: 35 years of experience as a legal assistant, preferably in probate and/or trust administration. Strong organizational and time-management skills; able to manage multiple priorities and deadlines. Exceptional attention to detail and accuracy in document preparation. Excellent communication skills in both English and Spanish (required) . Proficiency in Microsoft Office (Word, Outlook, Excel) and comfort with learning legal practice software. Dependable, resourceful, and proactive in completing tasks with minimal supervision. Professional demeanor and client-centered approach. About Company Why Join Us? For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team. Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged. We provide mentorship, training, and career advancement. If youre ready to build on your career with a respected, client-focused firm, wed love to have you on board. What We Offer: Competitive salary commensurate with experience, plus performance incentives Strong potential for long-term career growth Autonomy in practice and a challenging work environment Two weeks of paid vacation annually Paid legal holidays Health insurance Quarterly office luncheons Annual performance reviews with potential salary increases Continuing education and professional development opportunities We can't wait to meet you! Compensation details: 0 Yearly Salary PI23c9b47320d9-3887
10/02/2025
Full time
Are you an experienced legal assistant with a passion for organization and client service? Do you thrive in a supportive, team-driven environment where details matter? Our boutique Estate Planning & Probate law firm is seeking a full-time Legal Assistant to support one of our attorneys in the areas of probate and trust administration. This role is ideal for someone with 35 years of legal assistant experience who is fluent in both English and Spanish. You will play a critical role in helping clients navigate the probate process while ensuring that our files move forward smoothly and efficiently. This is an in-person position in Coral Gables, FL. Compensation: $50,000 - $60,000 yearly Dependent On Experience Responsibilities: Provide professional, compassionate support to clients, ensuring a positive experience throughout the probate process. Draft, edit, and format correspondence, notices, and simple legal documents for attorney review. Maintain and organize case files, deadlines, and calendars to ensure timely compliance with court and statutory requirements. Coordinate with courts, financial institutions, and beneficiaries to obtain and deliver required documents. Assist with trust administration tasks, including communication and document preparation. Communicate regularly with clients and provide status updates. Support the attorney with scheduling, filing, and other administrative needs. Help manage probate files from opening to closing with an emphasis on accuracy and efficiency. Qualifications: 35 years of experience as a legal assistant, preferably in probate and/or trust administration. Strong organizational and time-management skills; able to manage multiple priorities and deadlines. Exceptional attention to detail and accuracy in document preparation. Excellent communication skills in both English and Spanish (required) . Proficiency in Microsoft Office (Word, Outlook, Excel) and comfort with learning legal practice software. Dependable, resourceful, and proactive in completing tasks with minimal supervision. Professional demeanor and client-centered approach. About Company Why Join Us? For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team. Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged. We provide mentorship, training, and career advancement. If youre ready to build on your career with a respected, client-focused firm, wed love to have you on board. What We Offer: Competitive salary commensurate with experience, plus performance incentives Strong potential for long-term career growth Autonomy in practice and a challenging work environment Two weeks of paid vacation annually Paid legal holidays Health insurance Quarterly office luncheons Annual performance reviews with potential salary increases Continuing education and professional development opportunities We can't wait to meet you! Compensation details: 0 Yearly Salary PI23c9b47320d9-3887
OVERVIEW: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul, and Plymouth, Minnesota. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Messerli Kramer is seeking a highly motivated and detail-oriented individual to join our legal team as a Corporate Legal Administrative Assistant. This is an excellent opportunity to work in a dynamic and fast-paced environment, collaborating with talented professionals, and gaining valuable experience in corporate law. GENERAL RESPONSIBILITIES : Document Preparation: Drafting, editing, and formatting legal documents, including contracts, agreements, policies, corporate resolutions, and preparation of record and closing books Corporate Filings: Assisting with the preparation and filing of corporate documents, such as annual reports, business licenses, and other regulatory filings. Timekeeping: Tracking and recording the time spent by attorneys and other legal professionals on various tasks and activities, and ensuring that the invoices are accurate, detailed, and comply with client billing guidelines Data Management: Managing and organizing legal department databases and systems, including document management systems, and maintaining client files and contact information Calendar Administration: Assisting with managing attorneys' calendars, scheduling meetings, coordinating appointments, and tracking deadlines Proactively ensuring that the legal team is prepared with necessary materials for closings, meetings, etc. Other administrative tasks such as coordinating travel arrangements, processing expense reports, and handling other administrative tasks, as needed. COMPANY BENEFITS Competitive Salary Comprehensive health insurance coverage, including medical, dental, and vision plans for employees and their families. 401(k) retirement plan Generous paid time off Employee recognition program Business casual attire 37.5-hour work week, with a one-hour lunch break Supportive and inclusive work environment that values diversity, teamwork, and collaboration Hybrid work model available POSITION EXPECTATIONS Strong interpersonal, verbal, and written communication skills Ability to work with and take direction from multiple individuals, as well as the ability to work independently Strong commitment to client service Good planning, prioritization, and organizational skills Ability to manage conflicting priorities with competing deadlines Committed to providing comprehensive administrative support Excellent proofreading skills Strong attention to detail with a high degree of accuracy Ability to problem-solve and use sound judgment Ability to work in a fast-paced, deadline-driven environment Positive and professional demeanor REQUIREMENTS 3+ years of legal administrative experience (transactional Real Estate/Corporate strongly preferred) Minimum of high school graduation (business school or related professional legal administrative degree preferred) Proficiency in Microsoft Office Suite Proven ability to manage multiple calendars PI03c629b850d1-6241
10/02/2025
Full time
OVERVIEW: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul, and Plymouth, Minnesota. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Messerli Kramer is seeking a highly motivated and detail-oriented individual to join our legal team as a Corporate Legal Administrative Assistant. This is an excellent opportunity to work in a dynamic and fast-paced environment, collaborating with talented professionals, and gaining valuable experience in corporate law. GENERAL RESPONSIBILITIES : Document Preparation: Drafting, editing, and formatting legal documents, including contracts, agreements, policies, corporate resolutions, and preparation of record and closing books Corporate Filings: Assisting with the preparation and filing of corporate documents, such as annual reports, business licenses, and other regulatory filings. Timekeeping: Tracking and recording the time spent by attorneys and other legal professionals on various tasks and activities, and ensuring that the invoices are accurate, detailed, and comply with client billing guidelines Data Management: Managing and organizing legal department databases and systems, including document management systems, and maintaining client files and contact information Calendar Administration: Assisting with managing attorneys' calendars, scheduling meetings, coordinating appointments, and tracking deadlines Proactively ensuring that the legal team is prepared with necessary materials for closings, meetings, etc. Other administrative tasks such as coordinating travel arrangements, processing expense reports, and handling other administrative tasks, as needed. COMPANY BENEFITS Competitive Salary Comprehensive health insurance coverage, including medical, dental, and vision plans for employees and their families. 401(k) retirement plan Generous paid time off Employee recognition program Business casual attire 37.5-hour work week, with a one-hour lunch break Supportive and inclusive work environment that values diversity, teamwork, and collaboration Hybrid work model available POSITION EXPECTATIONS Strong interpersonal, verbal, and written communication skills Ability to work with and take direction from multiple individuals, as well as the ability to work independently Strong commitment to client service Good planning, prioritization, and organizational skills Ability to manage conflicting priorities with competing deadlines Committed to providing comprehensive administrative support Excellent proofreading skills Strong attention to detail with a high degree of accuracy Ability to problem-solve and use sound judgment Ability to work in a fast-paced, deadline-driven environment Positive and professional demeanor REQUIREMENTS 3+ years of legal administrative experience (transactional Real Estate/Corporate strongly preferred) Minimum of high school graduation (business school or related professional legal administrative degree preferred) Proficiency in Microsoft Office Suite Proven ability to manage multiple calendars PI03c629b850d1-6241
Are you an experienced legal assistant with a passion for organization and client service? Do you thrive in a supportive, team-driven environment where details matter? Our boutique Estate Planning & Probate law firm is seeking a full-time Legal Assistant to support one of our attorneys in the areas of probate and trust administration. This role is ideal for someone with 3-5 years of legal assistant experience who is fluent in both English and Spanish. You will play a critical role in helping clients navigate the probate process while ensuring that our files move forward smoothly and efficiently. This is an in-person position in Coral Gables, FL. Compensation: $50,000 - $60,000 yearly Dependent On Experience Responsibilities: Provide professional, compassionate support to clients, ensuring a positive experience throughout the probate process. Draft, edit, and format correspondence, notices, and simple legal documents for attorney review. Maintain and organize case files, deadlines, and calendars to ensure timely compliance with court and statutory requirements. Coordinate with courts, financial institutions, and beneficiaries to obtain and deliver required documents. Assist with trust administration tasks, including communication and document preparation. Communicate regularly with clients and provide status updates. Support the attorney with scheduling, filing, and other administrative needs. Help manage probate files from opening to closing with an emphasis on accuracy and efficiency. Qualifications: 3-5 years of experience as a legal assistant, preferably in probate and/or trust administration. Strong organizational and time-management skills; able to manage multiple priorities and deadlines. Exceptional attention to detail and accuracy in document preparation. Excellent communication skills in both English and Spanish (required) . Proficiency in Microsoft Office (Word, Outlook, Excel) and comfort with learning legal practice software. Dependable, resourceful, and proactive in completing tasks with minimal supervision. Professional demeanor and client-centered approach. About Company Why Join Us? For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team. Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged. We provide mentorship, training, and career advancement. If you're ready to build on your career with a respected, client-focused firm, we'd love to have you on board. What We Offer: Competitive salary commensurate with experience, plus performance incentives Strong potential for long-term career growth Autonomy in practice and a challenging work environment Two weeks of paid vacation annually Paid legal holidays Health insurance Quarterly office luncheons Annual performance reviews with potential salary increases Continuing education and professional development opportunities We can't wait to meet you! Compensation details: 0 Yearly Salary PI56c2ba5f5-
10/02/2025
Full time
Are you an experienced legal assistant with a passion for organization and client service? Do you thrive in a supportive, team-driven environment where details matter? Our boutique Estate Planning & Probate law firm is seeking a full-time Legal Assistant to support one of our attorneys in the areas of probate and trust administration. This role is ideal for someone with 3-5 years of legal assistant experience who is fluent in both English and Spanish. You will play a critical role in helping clients navigate the probate process while ensuring that our files move forward smoothly and efficiently. This is an in-person position in Coral Gables, FL. Compensation: $50,000 - $60,000 yearly Dependent On Experience Responsibilities: Provide professional, compassionate support to clients, ensuring a positive experience throughout the probate process. Draft, edit, and format correspondence, notices, and simple legal documents for attorney review. Maintain and organize case files, deadlines, and calendars to ensure timely compliance with court and statutory requirements. Coordinate with courts, financial institutions, and beneficiaries to obtain and deliver required documents. Assist with trust administration tasks, including communication and document preparation. Communicate regularly with clients and provide status updates. Support the attorney with scheduling, filing, and other administrative needs. Help manage probate files from opening to closing with an emphasis on accuracy and efficiency. Qualifications: 3-5 years of experience as a legal assistant, preferably in probate and/or trust administration. Strong organizational and time-management skills; able to manage multiple priorities and deadlines. Exceptional attention to detail and accuracy in document preparation. Excellent communication skills in both English and Spanish (required) . Proficiency in Microsoft Office (Word, Outlook, Excel) and comfort with learning legal practice software. Dependable, resourceful, and proactive in completing tasks with minimal supervision. Professional demeanor and client-centered approach. About Company Why Join Us? For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team. Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged. We provide mentorship, training, and career advancement. If you're ready to build on your career with a respected, client-focused firm, we'd love to have you on board. What We Offer: Competitive salary commensurate with experience, plus performance incentives Strong potential for long-term career growth Autonomy in practice and a challenging work environment Two weeks of paid vacation annually Paid legal holidays Health insurance Quarterly office luncheons Annual performance reviews with potential salary increases Continuing education and professional development opportunities We can't wait to meet you! Compensation details: 0 Yearly Salary PI56c2ba5f5-
$500 Sign-on Bonus After Successfully Completing 90 Days Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Records Clerk to join our team in Plymouth, MN. This role performs a variety of tasks including opening mail, mail and document sorting, and processing of outgoing mail. This is a great Entry Level opportunity with unlimited growth potential. Essential Functions and Duties for the Records Clerk: Review and sort all incoming mail and faxes Date and timestamp mail per guidelines Enter files into the document management system Process outgoing mail Work at a counter and with various machines including copiers, scanners and mail machine Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Competencies: Ability to learn and retain policies and procedures Ability to meet deadlines with fluctuating work volumes and commitment to get the job done Excellent communication and organizational skills Basic computer and data entry skills Strong attention to detail Time management skills to work in a fast paced environment with efficiency and accuracy Strong work ethic with a positive, cooperative attitude Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. The wage range for this position is $16.00/hour to $17.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI56ae032bee28-5765
10/02/2025
Full time
$500 Sign-on Bonus After Successfully Completing 90 Days Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Records Clerk to join our team in Plymouth, MN. This role performs a variety of tasks including opening mail, mail and document sorting, and processing of outgoing mail. This is a great Entry Level opportunity with unlimited growth potential. Essential Functions and Duties for the Records Clerk: Review and sort all incoming mail and faxes Date and timestamp mail per guidelines Enter files into the document management system Process outgoing mail Work at a counter and with various machines including copiers, scanners and mail machine Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Competencies: Ability to learn and retain policies and procedures Ability to meet deadlines with fluctuating work volumes and commitment to get the job done Excellent communication and organizational skills Basic computer and data entry skills Strong attention to detail Time management skills to work in a fast paced environment with efficiency and accuracy Strong work ethic with a positive, cooperative attitude Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. The wage range for this position is $16.00/hour to $17.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI56ae032bee28-5765
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Legal Assistant Supervisor to join our team in Plymouth, MN. This position is responsible for planning, organizing, supervising, and reviewing the work of your team of Legal Assistants as well as training new hires and coaching existing team members. Essential Functions and Duties: Supervise and direct workflow for the Legal Assistants on your team Ensure legal documents produced by team members are accurate and of high quality Train new staff on general office policies, and specific departmental procedures Evaluate employee performance and coach where necessary Provide mentorship and skill development to Legal Assistants Develop department schedule, approve PTO, review timecards, ensure coverage Answer inquiries, resolve complaints, escalate issues, and provide feedback Develop, recommend and/or implement improved operating procedures for your area Compile and keep Legal Manager apprised of operational and statistical performance data Collaborate with other Legal Assistant Supervisors, Collections Supervisors, and Attorneys to ensure accounts have been properly handled at each stage of the legal process Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Minimum of two years of Legal Assistance experience Minimum of one year Supervisory experience Competencies: Working knowledge of legal documents, forms, terminology, and procedures Outstanding written and verbal communication skills Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $46,000-$54,000/year based on relevant experience. The wage range for this position is $46,000-$68,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI6adcbce63d2d-6423
10/02/2025
Full time
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Legal Assistant Supervisor to join our team in Plymouth, MN. This position is responsible for planning, organizing, supervising, and reviewing the work of your team of Legal Assistants as well as training new hires and coaching existing team members. Essential Functions and Duties: Supervise and direct workflow for the Legal Assistants on your team Ensure legal documents produced by team members are accurate and of high quality Train new staff on general office policies, and specific departmental procedures Evaluate employee performance and coach where necessary Provide mentorship and skill development to Legal Assistants Develop department schedule, approve PTO, review timecards, ensure coverage Answer inquiries, resolve complaints, escalate issues, and provide feedback Develop, recommend and/or implement improved operating procedures for your area Compile and keep Legal Manager apprised of operational and statistical performance data Collaborate with other Legal Assistant Supervisors, Collections Supervisors, and Attorneys to ensure accounts have been properly handled at each stage of the legal process Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Minimum of two years of Legal Assistance experience Minimum of one year Supervisory experience Competencies: Working knowledge of legal documents, forms, terminology, and procedures Outstanding written and verbal communication skills Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $46,000-$54,000/year based on relevant experience. The wage range for this position is $46,000-$68,000/year. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 0 Yearly Salary PI6adcbce63d2d-6423
We're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our legal team. You'll draft legal documents such as affidavits, prepare briefs, conduct legal research for trial preparation, and keep case files and other important information neatly organized and easily accessible. If you're interested in advancing your paralegal career with opportunities for growth, we want to hear from you.Compensation: $60,000 - $70,000, depending on experience plus benefits Responsibilities: Prepare legal documents, correspondence, and pleadings such as complaints, interrogatories, subpoenas, deposition notices, pretrial orders, legal briefs, and affidavits, under the supervision of a lawyer Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions Hold client interviews to gather information about their legal problems Organize & Manage Matters: Maintain files, docket events, and ensure smooth case flow. Draft & Review Documents: Prepare trusts, wills, and estate planning documents with precision for attorney review. Support Clients: Communicate updates, gather information, and assist clients with form completion. Administrative Support: Assist with e-filing, phone coverage, scheduling, and notarizing documents. Team Collaboration: Participate in weekly case management meetings and contribute to a supportive, team-oriented culture. Qualifications: 3 years of experience in legal services under an attorney or lawyer in a law firm setting Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Must have great time-management skills, and organizational skills Must have strong interpersonal skills and talent for writing and grammar Most Important: 2-5 years of Florida Estate Planning experience, including trust drafting, is non-negotiable. Candidates without this experience will not be considered. Strong preference for candidates with advanced paralegal education or certification . Excellent oral and written communication skills. Bilingual (English/Spanish) preferred but not required. Strong time management and organizational skills. Proficiency with WealthCounsel and/or Westlaw Form Builder (or similar document-building software). Experience with Clio Manage (or similar case management software). Proficiency with Google Workspace (Gmail, Drive, Calendar) preferred. Typing speed: 50100 WPM required. Ready to Join Our Team? If youre an experienced Florida Estate Planning Paralegal with energy, drive, and a passion for helping families, youll be a perfect fit. Apply today and take the next step in your career with Grimaldi Law Firm. About Company Grimaldi Law Firm isnt your typical legal shopwere a fast-growing, mission-driven firm thats redefining what it means to support families through lifes biggest decisions. From estate planning to real estate closings, we help people protect what matters most and build lasting wealth. We believe real estate isnt just a transactionits the foundation of the American Dream. Thats why we partner with lenders, developers, and homeowners across Florida to deliver smooth, efficient closings backed by rock-solid legal support. And we dont stop there. Our team is passionate about helping families prepare for the what-ifs in life with customized, full-service estate and trust solutions that bring peace of mind. If youre ready to join a team that values legacy, leadership, and leveling up , this is the perfect opportunity. Compensation details: 0 Yearly Salary PId3d52dd221db-2646
10/02/2025
Full time
We're looking for an organized, detail-oriented, and experienced paralegal to play an important role on our legal team. You'll draft legal documents such as affidavits, prepare briefs, conduct legal research for trial preparation, and keep case files and other important information neatly organized and easily accessible. If you're interested in advancing your paralegal career with opportunities for growth, we want to hear from you.Compensation: $60,000 - $70,000, depending on experience plus benefits Responsibilities: Prepare legal documents, correspondence, and pleadings such as complaints, interrogatories, subpoenas, deposition notices, pretrial orders, legal briefs, and affidavits, under the supervision of a lawyer Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions Hold client interviews to gather information about their legal problems Organize & Manage Matters: Maintain files, docket events, and ensure smooth case flow. Draft & Review Documents: Prepare trusts, wills, and estate planning documents with precision for attorney review. Support Clients: Communicate updates, gather information, and assist clients with form completion. Administrative Support: Assist with e-filing, phone coverage, scheduling, and notarizing documents. Team Collaboration: Participate in weekly case management meetings and contribute to a supportive, team-oriented culture. Qualifications: 3 years of experience in legal services under an attorney or lawyer in a law firm setting Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Must have great time-management skills, and organizational skills Must have strong interpersonal skills and talent for writing and grammar Most Important: 2-5 years of Florida Estate Planning experience, including trust drafting, is non-negotiable. Candidates without this experience will not be considered. Strong preference for candidates with advanced paralegal education or certification . Excellent oral and written communication skills. Bilingual (English/Spanish) preferred but not required. Strong time management and organizational skills. Proficiency with WealthCounsel and/or Westlaw Form Builder (or similar document-building software). Experience with Clio Manage (or similar case management software). Proficiency with Google Workspace (Gmail, Drive, Calendar) preferred. Typing speed: 50100 WPM required. Ready to Join Our Team? If youre an experienced Florida Estate Planning Paralegal with energy, drive, and a passion for helping families, youll be a perfect fit. Apply today and take the next step in your career with Grimaldi Law Firm. About Company Grimaldi Law Firm isnt your typical legal shopwere a fast-growing, mission-driven firm thats redefining what it means to support families through lifes biggest decisions. From estate planning to real estate closings, we help people protect what matters most and build lasting wealth. We believe real estate isnt just a transactionits the foundation of the American Dream. Thats why we partner with lenders, developers, and homeowners across Florida to deliver smooth, efficient closings backed by rock-solid legal support. And we dont stop there. Our team is passionate about helping families prepare for the what-ifs in life with customized, full-service estate and trust solutions that bring peace of mind. If youre ready to join a team that values legacy, leadership, and leveling up , this is the perfect opportunity. Compensation details: 0 Yearly Salary PId3d52dd221db-2646
Amazon Web Services (AWS) is a comprehensive, evolving, and growing business unit within which provides cloud services. Since early 2006, AWS has provided a highly reliable, scalable, low-cost infrastructure platform that powers hundreds of thousands of businesses in 190 countries around the world. We are looking for a talented professional to join the AWS Real Estate Team who will operate on both strategic and tactical levels to support the expansion of AWS's Data Center Network in the U.S. In this role, you will work directly with land owners, data center developers, PE firms, local jurisdictions, land use attorneys and consultants to identify and successfully navigate the required real estate entitlements to acquire and develop new data centers. The ideal candidate will be a strategic thinker with a technical background that enables them to successfully guide and communicate AWS's vision for development. You will collaborate with and manage multi-disciplinary internal and external stakeholders to produce outcomes that support sustainable growth and are sensitive to the communities in which we expand. Key job responsibilities - Work cross-functionally with other internal and external teams, including Design Engineering, Legal, Economic Development, Public Policy, Construction and Capacity Planning, to drive site selection and inform a regional real estate strategy - Lead deal engagement, negotiation and closing of real estate sites - Negotiate Build to Suit leases, land leases, purchase and sale agreements, easement agreements and other contracts. - Evaluate project feasibility - Work cross-functionally to develop project schedule and development budget. Track hard and soft project costs - Partner with the local jurisdiction and participate in any local meetings and hearings relating to these projects - Build and lead teams of vendors, consultants, and contractors to support acquisition, entitlements and delivery. - Some travel required About the team AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure. In other words, we're the people who keep the cloud running. We support all AWS data centers and all of the servers, storage, networking, power, and cooling equipment that ensure our customers have continual access to the innovation they rely on. We work on the most challenging problems, with thousands of variables impacting the supply chain - and we're looking for talented people who want to help. You'll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You'll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you'll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion. About AWS Diverse Experiences AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do. Mentorship & Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve. BASIC QUALIFICATIONS - Bachelor's Degree in Urban Planning, Architecture, Civil Engineering, Real Estate or related fields. - 3+ years of relevant experience in real-estate development, law, engineering, master planning in a technical industry - 3+ years of relevant experience performing the full range of land entitlement functions leveraging a combination of internal and external resources. - 3+ years' experience in site due diligence, site development, and negotiation of entitlement agreements for large complex projects. PREFERRED QUALIFICATIONS - Master's Degree or higher (including Juris Doctor) in Urban Planning, Architecture, Engineering, Real Estate or related fields. - Understanding of and experience in the Data Center industry, including data center siting and general operations. - Experience in public private partnerships - Ability to understand and communicate high level electrical, power & cooling, fiber optics, and other technical requirements, particularly related to Internet infrastructure Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
10/01/2025
Full time
Amazon Web Services (AWS) is a comprehensive, evolving, and growing business unit within which provides cloud services. Since early 2006, AWS has provided a highly reliable, scalable, low-cost infrastructure platform that powers hundreds of thousands of businesses in 190 countries around the world. We are looking for a talented professional to join the AWS Real Estate Team who will operate on both strategic and tactical levels to support the expansion of AWS's Data Center Network in the U.S. In this role, you will work directly with land owners, data center developers, PE firms, local jurisdictions, land use attorneys and consultants to identify and successfully navigate the required real estate entitlements to acquire and develop new data centers. The ideal candidate will be a strategic thinker with a technical background that enables them to successfully guide and communicate AWS's vision for development. You will collaborate with and manage multi-disciplinary internal and external stakeholders to produce outcomes that support sustainable growth and are sensitive to the communities in which we expand. Key job responsibilities - Work cross-functionally with other internal and external teams, including Design Engineering, Legal, Economic Development, Public Policy, Construction and Capacity Planning, to drive site selection and inform a regional real estate strategy - Lead deal engagement, negotiation and closing of real estate sites - Negotiate Build to Suit leases, land leases, purchase and sale agreements, easement agreements and other contracts. - Evaluate project feasibility - Work cross-functionally to develop project schedule and development budget. Track hard and soft project costs - Partner with the local jurisdiction and participate in any local meetings and hearings relating to these projects - Build and lead teams of vendors, consultants, and contractors to support acquisition, entitlements and delivery. - Some travel required About the team AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure. In other words, we're the people who keep the cloud running. We support all AWS data centers and all of the servers, storage, networking, power, and cooling equipment that ensure our customers have continual access to the innovation they rely on. We work on the most challenging problems, with thousands of variables impacting the supply chain - and we're looking for talented people who want to help. You'll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You'll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you'll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion. About AWS Diverse Experiences AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying. Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses. Inclusive Team Culture AWS values curiosity and connection. Our employee-led and company-sponsored affinity groups promote inclusion and empower our people to take pride in what makes us unique. Our inclusion events foster stronger, more collaborative teams. Our continual innovation is fueled by the bold ideas, fresh perspectives, and passionate voices our teams bring to everything we do. Mentorship & Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional. Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve. BASIC QUALIFICATIONS - Bachelor's Degree in Urban Planning, Architecture, Civil Engineering, Real Estate or related fields. - 3+ years of relevant experience in real-estate development, law, engineering, master planning in a technical industry - 3+ years of relevant experience performing the full range of land entitlement functions leveraging a combination of internal and external resources. - 3+ years' experience in site due diligence, site development, and negotiation of entitlement agreements for large complex projects. PREFERRED QUALIFICATIONS - Master's Degree or higher (including Juris Doctor) in Urban Planning, Architecture, Engineering, Real Estate or related fields. - Understanding of and experience in the Data Center industry, including data center siting and general operations. - Experience in public private partnerships - Ability to understand and communicate high level electrical, power & cooling, fiber optics, and other technical requirements, particularly related to Internet infrastructure Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwabs approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through clients sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Schwab Wealth Advisory team. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Required Preferred Job Industries Other
10/01/2025
Full time
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwabs approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through clients sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Schwab Wealth Advisory team. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Required Preferred Job Industries Other
