Associate Attorney

Job Overview

A law firm seeks an Associate Attorney in Tampa, FL. 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 estate and financial planning options.
• Conduct client consultations, gather necessary information, and assist clients in taking action.
• Design and review individualized estate plans to ensure alignment with client goals.
• Lead document signing appointments, explain plans clearly, and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver exceptional client service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional 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, persuasion, 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

• Strong communication and problem-solving abilities.
• Proficiency in Microsoft Office and Apple software.
• Public speaking and persuasion skills.

Benefits

• Vision insurance.
• 401(k) with matching.
• Paid paternity leave.
• Medical insurance.
• Dental insurance.
• Paid maternity leave.