Planning Specialist jobs in Colorado Springs, CO

Paralegal

Forbush Legal, PLLC has served families in Colorado Springs and all throughout Colorado since 1996. We are a busy estate planning and business planning firm with an emphasis on quality relationships with our clients. We love what we do.

We are seeking a new team member to join our team. Estate Planning, Probate, and Trust Administration are special areas of law that cater to families. The ideal candidate is compassionate, friendly, enthusiastic, and loves to serve.

Basic Requirements

· Boutique level customer service skills

· Strong writing, editing, and proofreading skills

· Tremendous attention to detail

· Proficiency with Microsoft Office applications

· High level of integrity

· Maintains a professional appearance and demeanor

Preferred Qualifications

· Experience as a paralegal or legal assistant

· Thorough knowledge of probate processes and procedures

· Experience with timekeeping and hourly billing

· Experience with drafting planning documents

· Experience with Clio practice management software

· Experience with Wealth Counsel drafting software

This is an in-office full time position with a 40 hour work week that ends at noon on Fridays.

Benefits:

· Medical and vision insurance covered 100% for employees

· Life Insurance

· 401(k)

· Paid vacation, paid holidays, and paid birthday

· Awesome co-workers and a fun team environment

· Room for growth

Pay: negotiable, based on experience.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Travel requirement:

• No travel

Experience:

• Paralegal: 5 years (Required)

Work Location: In person