Associate Attorney

Job Overview

A law firm seeks an Associate Attorney in Charlotte, NC. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives through comprehensive planning.

Duties

• Host and speak at public workshops to educate potential clients on planning options.
• Conduct client consultations, gather information, and facilitate action.
• Design and review estate plans to align with client goals.
• Lead document signing appointments and address client questions.
• Collaborate with attorneys, advisors, and staff for exceptional service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for guidance and development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Requirements

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.

Education

• Doctor of Law

Certifications

• Active law license

Skills

• Public speaking
• Persuasion
• Time management
• Problem-solving

Benefits

• Vision insurance
• 401(k) with matching
• Paid paternity leave
• Medical insurance
• Dental insurance
• Paid maternity leave
• Flexible PTO
• Continuous attorney mentorship and professional development