FIND_THE_RIGHTJOB.

Legal Assistant

Beaver Center, United States

Legal ASSISTANT

Full-time position for someone with the proactive, take-ownership attitude that empathetically completes estate planning systems and processes to help individuals and families reach their potential. Yes, we are looking for a unicorn. We Want YOU!

OVERVIEW

1. Be responsible for the printing, physical organization, scanning, and digital saving of client’s estate planning binders and documents.

2. Follow up with clients on a regular basis to help them maintain their estate plans up-to-date and communicate with our team members as needed.

3. Lead in communications with clients with onboarding and manage their relationship with the firm on an on-going basis.

Who are we?

The Rains Law Firm seeks to be an explicit rejection of the traditional and transactional nature of estate planning. We humbly and continually seek to innovate and find better ways to serve clients and their families through comprehensive, personalized, and relationship-based planning. We use a) purposeful estate planning and b) family dynamics principles to help business owners and high net worth individuals and families identify, record, pass on, and engage with family values to 1) strengthen family relationships; 2) maximize and reach their potential; 3) enrich their lives; and 4) help inheritances be blessings.

We believe that legacies include not just an individual or family’s financial assets but also their values, wisdom, life experiences, life lessons, affection, and relationships. Moreover, these “qualitative” or “soft” aspects of legacies are even more important than the quantitative aspects; financial assets are merely tools that can either help or hinder families to establish positive and constructive multi-generational legacies.

Our Core Values

We believe in hiring stakeholders who are committed to what we are doing, not employees who punch clocks. “Stakeholders” are invested in the success of our firm, not just because of the paycheck but out of passion and a commitment to excellence. No one in our firm is an employee. Everyone is a stakeholder because we only want people who will put a stake in the ground and “own” their work, not just do it. Employees must be told what to do. Stakeholders are proactive and make the job better. We will bring only stakeholders into our firm.

Our primary values are:

o Compassion

o Integrity

o Purposefulness

Our secondary values are:

o Collaboration

o Comprehensiveness

o Continual Innovation

o Effectiveness

o Equality

o a “Family First” mentality

o A focus on our Mission

Location

Our main office is in north DTC. Currently, you must live within 20-30 minutes of travel time from the DTC office to be able to assist with a small in-person witnessing responsibility during signing meetings and pick up and drop off documents. The rest of the time, you will be able to work virtually.

Who Are You?

You are a fit if:

1) You are in alignment with our core values.

2) You love to make other peoples’ lives better.

3) You are looking for a company where you will make a significant impact for a long time as an important and equal stakeholder, not as a simple “employee.”

4) You are highly proactive and highly detail oriented.

5) You have an excellent grasp of American English and writing.

6) You like a fluid, growing, expanding organization that is small but ambitious.

7) You enjoy meaningful work, a focus on results, detailed work that you must manage yourself, working completely on your own with no one watching you, and working very closely with other stakeholders.

8) You are good at logistics and can manage your office supplies.

9) You are proficient in the Microsoft Suite and an ability to learn other software applications in our Microsoft 365 subscription (namely Teams, Planner, and Stream).

10) You enjoy helping us all figure out how to improve and reach our Firm goals, then…

We could be a good fit for each other. We need you to be a self-managed individual who will tell us what needs to happen. Once you learn the job, we want you thinking ahead of us, making suggestions for how to improve, and asserting yourself as one of many stakeholder leaders in our company. We have no room for followers – we all lead from our areas of expertise, and we want that from you as well.

The ideal candidate has a high sense of urgency, a love for the details, an ability to run systems, and the desire to figure out processes and make things run smoothly.

The ideal candidate loves to serve others and make THEM successful - this is what leaders do, and people deeply respect them for that servant leadership approach to life.

This is a position for someone who wants to make meaning, not just money, and have an ongoing impact in the lives of individuals and families.

This person does not have a need to draw attention to themselves, but they probably will, simply because they enjoy being helpful and have a sense of urgency about scheduling, details, processes, and keeping leaders happy and moving forward. They cannot help themselves; they are always paying attention to the needs of others. They look at what is going on, see the problem that needs fixing, and figures out how to fix it.

They are infectiously positive, which is vastly different than getting excited about shiny objects or chasing squirrels. They are not easily distracted by a constant stream of “new things” but are very focused on seeing what they can do to help people get from where they are to where they want to be.

Compassion is their hallmark, and it comes out in a sincere interest in others. This person also lives in a world of abundance with the mindset, “How can I make you successful?” not in a world of scarcity (there is only so much to go around, so I better get mine before I help you get yours.)

Your Responsibilities

1) Living out our core values

a. Our primary values are:

i. Compassion

ii. Integrity

iii. Purposefulness

b. Our secondary values are:

i. Collaboration

ii. Comprehensiveness

iii. Continual Innovation

iv. Effectiveness

v. Equality

vi. a “Family First” mentality

vii. A focus on our Mission

2) Living Out Our Vision Statement – “Help families and individuals reach their potential.”

3) Living Out Our Mission Statement – “We use a) purposeful estate planning and b) family dynamics principles to help high net worth and ultra-high net worth families identify, record, pass on, and engage with family values to 1) strengthen family relationships; 2) maximize and reach their potential; 3) enrich their lives; and 4) help inheritances be blessings.”

4) The mindset of an “owner.” We are all “stakeholders,” and no matter how many hours you spend with us, you are as much a part of what we do as anyone. You need to have that mindset – you are an incredibly valuable part of our team and our clients will get to know you and lean on you to help them.

5) The mindset of a self-starter – We are not looking for someone who we must tell what to do, when to show up, and when they can go home. We are looking for someone who is a self-managed, self-motivated individual who knows what result we want, and enjoys taking the bull by the horns to get it done, without being watched, managed, or directed. There are no managers at The Rains Law Firm, and none of us “manage” each other. We all work together as a united community to get things done, and we need someone who will join us as an equal team member and stakeholder, not as an “underling” or employee.

6) Serve and Support a few leaders in our organization – THIS IS THE MAIN FOCUS OF YOUR ROLE.

a. Estate Planning Portfolios: Another primary responsibility will be to print, prepare, and organize a client’s estate planning portfolio in preparation for signing. After they sign their documents, you will in turn scan the documents, create electronic copies, and coordinate with the clients to return their binder to them.

b. On-going relationships: We remain in contact with our clients after they sign their estate planning documents. Communicating with these clients and helping them maintain their plan is one of the most important tasks that you can do.

c. Client Communications: Our client engagement process includes many communications with the client outside of the meetings to aid in maintaining momentum, gathering information, and answering questions. This is one of your responsibilities and gives you an incredible opportunity to be a major figure in their estate planning journey and build some great relationships.

d. Improving the Firm: We are committed to continual innovation. It is our expectation that you will give 10% of your paid time to participating on committees and conversations to improve the aspects of the firm that energize you and you feel passionate about improving.

7) Systems and Process Mindset – We will give you a system of how to do the various aspects of your job. You need to be able to work with that system, and once you learn it, you will decide how to improve your system. You will not have a manager. We want you to be thinking about how to make things more efficient while still serving our leaders in the best way possible. While you can decide how to improve the system, if other stakeholders have the same responsibilities as you, you will all work together to make a joint decision while informing other stakeholders who are impacted by your decision of your improvement. You need to also be able to effectively communicate the change to the system to others who are impacted by the change so they can adapt as needed.

8) Performing a range of simple to sometimes complex office work – entering contact information; drafting e-mails; working with spreadsheets; tweaking PowerPoint presentations; updating flyers; sending e-newsletters; and changes, improvements, or organization of our content documents.

9) A Results-Based work ethic – We do not watch clocks. We all know what result we need to achieve and focus all our efforts on achieving those results. When we achieve those results, we go home. And no one decides for us when to do that – we are all adults who figure it out based on the required result. However, in your position, we will need you to be available for a sizable portion of our workday, Colorado time (Mountain Time).

10) Pay – will be commensurate with the talents, initiative, and motivation you bring to the position. We will not let pay stand in the way of getting the right person. As per Colorado law, which requires the posting of a range of fees, we plan on the hourly wages for this position to be between $25-30 per hour.

11) Acting as if you own the company – Again, you will not have a manager. You will take initiative and ownership, make decisions with input from your team, think ahead and be proactive (we do not need “reactive”). You will work with others to constantly make things better and deliver better products and services every day

12) Strategic mind for developing and running processes – We are a very process driven company. People are not told what to do; we agree together what result we want and then we want you to figure out what process will work best for you to get that result. We will want you to run existing processes and make them better and figure out when we need a new one – then make it happen.

We do not need to see your resume yet. Please do not send it. And please do not call. For now, just email us answers to the following questions:

1) How is this position a fit for you, and what would you get out of working in the environment described here?

2) What is your reaction to our Values, Vision, and Mission Statements?

3) How can we support you – what do you need from us to be successful?

4) What makes you want to get out of bed and come to work, day after day?

5) Why don’t you need a manager?

6) How do you make your current team better? Why do you want to make our team better?

7) List the top three things, in order of impact that you would bring to the firm.

What other helpful information did we forget to ask?

This is a two-way hiring process. We want to make sure we are both the right fit for each other and to see if you want to work here. Here is a lot more about us to help you with that process:

www.rains-law.com

https://www.linkedin.com/in/brandon-rains-65795025/

Send the answers to the questions above to: brandon@rains-law.com

We look forward to hearing from you!

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 25 – 30 per week

Benefits: