Legal Assistant at Finitetek in Franklin, TN

Job Summary:
The legal assistant will support our attorney in estate planning and business law matters, including the drafting, review, and proofreading of legal documents. The role requires strong organizational skills, attention to detail, and the ability to manage multiple projects efficiently. This position is in-person. Remote work will be permitted if needed periodically but generally we need someone in the office.

Key Responsibilities:

• Draft and proofread estate planning documents, including wills, trusts, powers of attorney, and advance directives. HUGE PLUS if you've ever drafted any documents using Wealthcounsel software.
• Prepare and review business formation documents, operating agreements, bylaws, and corporate resolutions.
• Conduct legal research related to estate planning and business law.
• Assist with the preparation of trust administration documents.
• Maintain and organize client files, ensuring confidentiality and compliance with firm policies.
• Communicate with clients, financial institutions, and government agencies as needed.
• Track deadlines and manage document execution and follow-up.
• Proofread and tab documents.
• Support attorney with additional tasks as required.

Qualifications:

• Experience in a law firm preferred but not required.
• Strong written and verbal communication skills.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Experience:

• wealth counsel software: 1 year (Required)

Ability to Commute:

• Franklin, TN 37069 (Required)

Work Location: In person