Associate Attorney

Profile

Job Overview

A law firm seeks an Associate Attorney in Tulsa, OK. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives through comprehensive planning.

Duties

• Host and speak at public workshops to educate potential clients on estate and financial planning options.
• Conduct client consultations, gather necessary information, and assist clients in taking action.
• Design and review individualized estate plans to ensure alignment with client goals.
• Lead document signing appointments, explain plans clearly, and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver exceptional client service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Requirements

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking, persuasion, and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.
• Reliable transportation - personal vehicle preferred.

Education

• Doctor of Law

Certifications

• Active law license

Skills

• Strong communication and problem-solving abilities.
• Time management and organizational skills.
• Public speaking and persuasion skills.

Benefits

• Vision insurance
• 401(k) with matching
• Paid paternity leave
• Medical insurance
• Dental insurance
• Paid maternity leave

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306