WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our comprehensive offerings of automated drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community to make a difference in the lives of our customers and their clients

SUMMARY

This position handles the incoming queue for drafting requests from WealthCounsel members who wish to outsource their drafting. It combines customer interaction, problem solving, and paralegal skills. The ideal candidate will be familiar with WealthCounsel’s drafting solutions, with experience drafting estate planning and corporate legal documents and handling a wide range of customer support issues. This position may also help support the content support queue and assist with software training needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES for a Drafting Assistant include the following:

• Acting as the initial point of contact for members who wish to outsource the drafting of their WealthCounsel documents

• Meeting with members to review and note drafting preferences

• Reviewing design sheets and drafting documents as directed by members, with great attention to detail and project deadlines

• Reviewing and editing documents drafted by other drafting assistants

• Notifying members when drafted documents are ready for review

• Managing queue of all document drafting requests 

• Ensuring members are heard and supported throughout the drafting process

• Becoming an expert for all drafting solutions available through WealthCounsel

• Constantly seeking to become more efficient when drafting documents

• Acting as support to Product Implementation Manager and Content Support Manager

ESSENTIAL SKILLS & EXPERIENCE

• Minimum 2 - 4 years of recent experience working in a law firm

• Experience using Wealth Docx, Business Docx, or Gun Docx preferred 

• Paralegal Certification highly preferred

• Ability to interact with members in a polite, professional, and supportive manner, balancing being responsive with managing expectations

• Excellent organization and flexibility 

• Desire and ability to enjoy being on the front line of customer service

• Expert-level written and verbal communication skills, strong decision-making ability, proofreading skills, and attention to detail are crucial

• Bachelor’s degree preferred

• Willingness and demonstrated ability to work in a collaborative, team environment 

• Advanced skills using Microsoft Word are preferred

• Familiarity with Salesforce is a plus

Benefits

We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary, an extensive benefits package including paid time off, medical, dental and vision benefits, 401K with matching, gym and home internet reimbursement, and future growth opportunities within the company.

Additionally, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

**Virtual Employment opportunities are open for hire in any state except Alaska, California and Hawaii