HIKINEX · 1 month ago
Contract Estate Planning Legal Assistant for Aspen Careers, LLC
Cincinnati, OH
Full-time, Contract
Hybrid
Entry Level
1+ years expAspen Careers is partnering with a well-respected Cincinnati law firm to find a skilled Legal Assistant for its Estate Planning Practice Group. This role offers the opportunity to work alongside a collaborative team of professionals dedicated to helping clients through the estate planning process.
Business DevelopmentCustomer ServiceOutsourcingProfessional Services
Responsibilities
Assist with drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Managed client intake process, gathered necessary financial and personal information, and maintained accurate client records
Assist with coordinating document execution
Corresponded with clients and financial institutions to obtain required information and facilitate case progress
Organize and maintain electronic and physical files in accordance with confidentiality and data retention policies
Qualification
Required
1+ years of legal experience assisting attorneys in Estate Planning, Trusts, or Probate
Strong verbal and written communication skills, as well as excellent proofreading skills
Ability to multitask and timely respond to deadlines as well as balance workload
Strong typing and organization skills and be detail-oriented
Proficient in Microsoft Office, Tracker, and iManage or equivalent
Benefits
1 day WFH per week
Friendly/collaborative working environment
Company
HIKINEX
Hikinex is an outsourcing company that focuses on recruiting management, customer care support, lead generation and business networking.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
A
Andy Jimenez
Chief Strategy Officer (CSO) - Co-Founder
Company data provided by crunchbase