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If you’re looking to fill an invaluable position and love helping others, apply today using the secure form below. 

At Carolina Estate Planning, we provide outstanding legal service through teamwork, active listening, empathy, compassion, and expert problem-solving skills. Our culture is important to us, and we value open and respectful feedback as well as work-life balance. We care about our teammates’ personal, professional, and financial goals and help them achieve success.

We are an entrepreneurial estate planning, probate and fiduciary litigation firm with offices located in Winston-Salem and Durham, North Carolina. We are on track for aggressive growth and we need experienced professionals to join our team and work directly with the owners and attorneys to support the team and help our clients.

With two convenient offices in Winston-Salem and Durham, there are multiple options to join our team. We offer in-office and remote positions. You can also check out our job postings on Indeed.

Receptionist
Location: Durham-Chapel Hill Office
Salary: $18 per hour
Expected hours: 40 per week

Are you looking for a great opportunity in customer service?

We’re looking for a receptionist who can give callers and visitors an outstanding customer service experience. Our Receptionist will build relationships with people who contact our firm looking for help with a legal or personal crisis. Success in this position requires that you display a combination of empathy, experience, and skill. You will play an integral role in creating memorable experiences for clients and everyone else who contacts our firm.

Experience and Skills Required:

  • Customer service experience is required. Legal experience is a plus.
  • You must be comfortable with a computer and demonstrate proficiency with common office applications (Word, Google, Adobe, etc).
  • You must have excellent spelling and grammar.
  • We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
  • You MUST be a positive person.
  • If you walk through life seeing opportunities where other people see problems, you will probably do well here.
  • If you find yourself thinking of why things can’t work instead of how they can, you will not be happy here.
  • We work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes anger. We are looking for someone who can dig in to find how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you.

We are growing fast, and we are investing time and energy in building our team. There will be training on the types of legal matters we handle, how we track our leads, and how to use our calendaring system. However, we need someone that is already competent in answering phones, routing calls, managing the firm calendar, and meeting deadlines.

Application Instructions

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete the application process in order to be considered. First, submit your resume and cover letter using the secure form below. Next, we will email you a link to create a quick interview video. Complete the quick interview video.

If we review your video, resume, and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or Zoom interview.

 

Intake Specialist
Location: Winston-Salem or Durham with opportunities to work from home
Salary: $20 per hour
Expected hours: 40 per week

We are looking for an individual with talent in sales and customer service. The person we hire must bring energy, positivity, and a “can-do” attitude to work every day.

This position will be responsible for conducting initial consultations with potential new clients, maintaining our Customer Relationship Management database, and reporting key sales and marketing metrics to the owners.

We need a competent and professional Intake Specialist who:

  • Has experience selling professional services or high-end retail products.
  • Fluent in Spanish.
  • Active-listener: you are able to take notes during a consultation and repeat back the things that are most important to a potential new client in terms of their time, their money or their reputation.
  • Proactive: if you anticipate a problem, you take the time to think through a solution before coming to the supervisor for assistance.
  • Task-oriented: you can efficiently complete a task with 100% accuracy and move on to the next task.
  • Smiles when you answer the phone.
  • Is positive and optimistic.
  • Can change gears quickly.
  • Understands the importance doing good work, and doing it on time.
  • Treats a call at 4:30 on Friday with the same care and compassion as one on Monday morning.
  • Is knowledgeable and proficient with Microsoft Office, including Microsoft Word, Outlook, and Excel.
  • Familiar with Lawmatics or similar client relations management system is a plus.

This is a full-time job and absolutely must be able to work for 40 hours per week. There is opportunity to work remotely. The pay will be $20.00/hour plus bonus compensation for those who can demonstrate their profitability. This position includes paid holidays, paid time off, medical benefits, dental/vision benefits, 401K matching, employee discounts, adoption assistance, employee assistance program, and more.

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete a two-step process in order to be considered. First, apply for this position using the form below and upload your resume and a cover letter as a PDF document.

  • The cover letter must have no more than TWO paragraphs and a closing sentence.
  • In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with Estate Planning and Probate clients and why you believe they are the most important qualities.
  • In the second paragraph, explain why you applied to this particular ad.

If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or virtual interview.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

 

Estate Planning Paralegal
Location: Winston-Salem or Durham with opportunities to work from home
Salary: $25-28 per hour
Expected hours: 40 per week

Job duties:

  • Assist attorneys in drafting estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Facilitate trust funding by assisting with the transfer of assets into trusts, updating beneficiary designations, and coordinating with financial institutions.
  • Conduct legal research on estate planning laws and regulations.
  • Maintain accurate and up-to-date client files and databases.
  • Communicate with clients and schedule estate planning meetings.
  • Prepare and organize client documents in preparation for meetings.
  • Monitor case progress, deadlines, and important time frames.
  • Collaborate with attorneys and other paralegals to ensure efficient workflow and client satisfaction.

If these statements appeal to you, then you may be our Estate Planning Paralegal:

  • You have experience with WealthCounsel and Elder Docx 
  • You are detail-oriented: you are personally offended by typos, quickly spot mistakes and correct them before they reach the attorney’s desk
  • You understand that sometimes it’s OK to leave a message, but you also know when you have to keep trying until you speak to a person
  • You have the highest standards when it comes to integrity, accountability, and ethical practice
  • You maintain a steady demeanor and clear thinking when managing tight deadlines, complex legal matters, or emotionally charged client interactions

This is a full-time job and you must be able to work for 40 hours per week. This is an in-office position in Winston-Salem. The pay will be $25-28 per hour. This position includes paid holidays, paid time off, medical benefits, dental/vision benefits, 401K matching, employee discounts, adoption assistance, employee assistance program, and more.

For the right person, this will be a highly rewarding position. If this sounds like a good fit for you, you will need to complete a two-step process in order to be considered. First, apply for this position using the form below and upload your resume and a cover letter as a PDF document.

  • The cover letter must have no more than TWO paragraphs and a closing sentence.
  • In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with Estate Planning and Probate clients and why you believe they are the most important qualities.
  • In the second paragraph, explain why you applied to this particular ad.

If we review your resume and cover letter and think we might be a good fit, we will send you a written interview. Applicants who successfully complete the written interview will be contacted for an in-person or virtual interview.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

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