As the first Alternative Business Structure law firm approved by the Arizona Supreme Court, it is critical that a candidate work well with the financial advisors and other team members at our sister company, Trajan Wealth.

Duties and Responsibilities:

• Preparing trusts, wills, POAs, deeds, and LLCs AZ and out-of-state.
• Coordinating with clients, banks, financial advisors and insurance companies to assist our clients with funding their trust after they sign their documents
• Working on a local team of paralegals and attorneys
• Communicating with county recorders offices, corporation commission offices and secretary of state offices (in and outside AZ) to complete filings and recordings
• Working closely with financial advisors and other team members at our sister company, Trajan Wealth

Qualifications:

• 2+ years Paralegal experience or similar role.
• 4-year college degree or a paralegal / legal assistant certificate. CLDP's also welcome to apply.
• Outstanding written and verbal communication capability
• Strong research and problem-solving skills
• Ability to work in a fast-paced environment with an ability to multi-task
• Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
• A positive attitude, well-organized, and detail-oriented, with a high tolerance for change.
• Knowledge of investing and/or estate planning.
• Strong communication and listening skills to uncover client needs
• WealthDocx experience preferred