Qureos Mentor

Lacy Katzen LLP

We all want to ensure that our loved ones will be well cared for and know that the future our families worked so hard to achieve is secure. That, in essence, is why we are so passionate about Elder Law and Medicaid planning at Lacy Katzen LLP. Our Elder Law and Medicaid planning team develop and carry out a plan that will protect as much of our client's assets as the law allows while accessing the appropriate public benefits.Essential Job Duties:<ul><li>Coordinates with banks, financial advisors, CPAs/accountants, care managers, social workers, Department of Social Services, Social Security, Veterans Administration, clients&rsquo; family, etc.</li><li>Researches, gathers, and accurately analyzes bank and financial statements to determine assets and traces all meaningful financial transactions within previous 5 years.</li><li>Implements asset protection plans created by attorneys and identifies problems that require attorney involvement or intervention.</li><li>Accurately prepares and completes the various components of the Medicaid application process within required timeframe.</li><li>Travels to clients in the community (e.g., offices, banks, homes, hospitals, nursing homes, apartments, etc.) as needed.</li><li>Maintains client file and assists with closing file upon case completion.</li><li>Maintain time entry of required billable hours.</li><li>Provides excellent internal and external client service on the telephone and in person according to LK policies.</li><li>Maintains confidentiality and discretion in client matters.</li><li>Acts as a team player with projects, overflow work and vacation coverage.</li><li>Establishes and maintains positive relationships firm wide.</li><li>Assumes responsibility for resolving problems and issues that arise, bringing to the attention of the Attorney as needed</li><li>Abides by all regulations, policies, work procedures, and instructions.</li></ul>Required Skills and Abilities:<ul><li>Respectable, friendly, and helpful.</li><li>Produces high quality accurate work in a fast-paced environment.</li><li>Demonstrates excellent client service.</li><li>New York State Notary, preferred</li><li>Demonstrated ability to work collaboratively in a team and ability to work independently and on a proactive basis with minimal supervision.</li><li>Ability to establish priorities and meet deadlines.</li><li>Excellent verbal and written communication</li><li>Proficient computer skills including Outlook, Word, Excel</li><li>Flexible and adaptable</li><li>Strong organization and time management skills</li><li>NY State Driver&rsquo;s license required</li><li>Must utilize personal vehicle for firm travel</li><li>Must maintain automobile insurance with a minimum of $100,000 Combined</li><li>Single Limit Liability Insurance for Bodily Injury and Property Damage</li></ul>Required Education and Experience:<ul><li>Bachelor&rsquo;s degree preferred.</li></ul>Salary: $27.00 - $31.00 per hourBenefits of Working at Lacy KatzenLacy Katzen LLP offers a supportive work culture, competitive salary commensurate with experience. Our full benefits package includes health, dental, vision, retirement, paid time off, and paid holidays. We reward our employees with recognition, parties and events, continuous education opportunities, and growth opportunities.Our firm is proud to have received recognition as a Democrat and Chronicle Top Workplace for the past _ ten_years consecutively. We attribute this to our great team of people and a supportive, growth oriented and family friendly culture!Job Type: Full-timePay: $28.00 - $3,200.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Wills, trusts &amp; estate law: 3 years (Preferred)</li><li>Medicaid law: 3 years (Preferred)</li><li>Paralegal: 5 years (Required)</li></ul>License/Certification:<ul><li>NYS Notary (Preferred)</li></ul>Ability to Commute:<ul><li>Rochester, NY 14604 (Required)</li></ul>Work Location: In person

Paralegal - Elder Law & Medicaid Planning

Join Lacy Katzen LLP and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Lacy Katzen LLP

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Paralegal - Elder Law & Medicaid Planning