Paralegal

CSI Group Law Firm is a fast growing, family owned, Red Bank, NJ based CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. CSI group has over 20 locations in New Jersey, New York, and Florida. CSI Group is aggressively expanding and quickly gaining market share in New Jersey, and has become a household name in the state. The company is looking for career minded talent that is excited about participating and being apart
of the rapid growth of the company. CSI Group is very eager to promote and hire from within the company, making it the perfect place for an individual who seeks a fast track to a highly successful career path. 

We are seeking a full time paralegal to join our growing firm. 

SUMMARY: The Paralegal will assist attorney(s) by providing clerical and support services including document preparation and review; interviewing clients; research and appointment preparation. 

Essential Duties and Responsibilities: 

• Meets with attorneys, clients, and other professionals to discuss assigned projects 

• Drafts legal documents including wills, trusts, estate planning, real estate transactions, etc Interviews clients and witnesses and prepares summaries of their statements 

• Prepares, organizes, stores, and retrieves client files, which may include financial documents, outdated wills and other personal documents, depositions, pleadings, and other items 

• Organizes client conferences and attorney meetings 

• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics to help coordinate case preparation. 

• Assists attorneys with client appointments preparation, note taking during appointments, act as witness to various signing 

• Maintains attorney calendar by planning and scheduling conferences, teleconferences and dispositions; and anticipating changes in litigation or transaction preparation requirements 

• Develops and maintains records regarding billable hours spent on specific cases 

• Performs other related duties as assigned. 

Requirements: 

• Associate degree in Paralegal Studies or related field  

• Paralegal certificate . 

• Some related experience preferred. 

• Excellent verbal and written communication skills. 

• Understanding of legal language and principles, research methods, and other related matters. 

• Excellent interpersonal and customer service skills. 

• Excellent organizational skills and attention to detail. 

• Excellent time management skills with a proven ability to meet deadlines. 

• Ability to function well in a high-paced and at times stressful environment. 

• Ability to maintain confidentiality, and to exercise discretion and good judgment. 

• Proficient with Microsoft Office Suite or related software. 

***Competitive compensation in addition to a full range of medical, financial, and/or other benefits.