Associate Attorney at Aevitas Law in Corning, NY

Job Type Full-time Description • Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate • Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning • Meet with clients to understand their unique goals and assets • Be a trusted advisor to clients and build relationships • Grow portfolio of clients • Deepen networks • Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations • Represent clients in court proceedings, hearings, and negotiations as necessary • Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives • Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets • Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives • Advise clients on tax implications, asset protection strategies, and charitable giving options • Review and update existing estate plans as needed • Draft and revise legal documents with accuracy and attention to detail • Ensure all documents comply with applicable state and federal laws • Explain complex legal concepts to clients in a clear and understandable manner • Obtain client signatures and witness documents as required • Cultivate and promote relationships with key business partners and fostering and promoting a culture of compliance • Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies • Maintain accurate and organized case files, documentation, and correspondence • Build and maintain strong client relationships through responsive communication and exceptional service • Respond to phone calls, texts, and e-mails in a timely fashion • Follow and adhere to Company policies, procedures, and guidelines • Willing to learn the industry and help us maintain and grow our marketplace position • Attend business meetings and trainings as required • Perform other administrative tasks and special projects as assigned Requirements • Maintain a professional attitude and appearance • Possess the ability to connect with a variety of personalities • Live out Faithward Formula • Exhibit strong leadership skills – leads by example and helps motivate others to do their best • Utilize extremely strong phone skills – high energy and passion for helping others • Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line • Be enthusiastic about providing the best possible customer service for clients and customers • Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments • Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally • Possess strong relationship management and the ability to drive multiple tasks to completion successfully • Be a resourceful team player and a positive “can-do” attitude • Have the ability to work in a fast-paced environment • Think and act like an entrepreneur and take an ownership mentality in all that is done in this position • Be detail oriented and helpful • Have the ability to perform accurate data entry within specified time frames • Possess the ability to use or quickly learn specific CRM and other business software • Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization • Possess excellent organization, problem solving, and planning skills • Demonstrate excellent time management skills and ability to adhere to schedules/deadlines • Be dependable and safety oriented • Have the ability to work some nights and weekends as needed • Produce a negative pre-employment drug screen and have the ability to pass a criminal background check • Maintain a good attendance record and travel as required