Morris-Hall Prides Itself On Our Core Values. Learn More Here.
Why Morris-Hall?
- We care, we listen, and provide full family protection with our services
- We show compassion for our clients and develop lifetime relationships with them
- We are proud members of the American Academy of Estate Planning Attorneys (AAEPA)
Available Positions
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As a member of our Administrative Services Team, you will have a large range of responsibilities while providing support to staff members, prospects, and clients to ensure efficient operations. You will be able to prioritize your work, be a multi-tasker with excellent phone, written and verbal communication skills, have a positive presence and an upbeat attitude. You will be willing to meet each challenge directly and have a genuine desire to meet the needs of others. You have a great attention to detail, strong organizational skills and will complete tasks accurately and deliver them with high quality and in a timely manner.
Responsibilities:
- Handle all incoming calls, act and/or route calls appropriately
- Input file openings and intakes into CRM
- Receive, stamp, open, sort, scan and distribute the mail as applicable
- Filing, copying, binding, scanning
- Respect and manage calendars
- Scheduling appointments which include updating client/prospect data in CRM, inputting appointment in CRM, inputting appointment on calendar and sending confirmations
- Preparing boxes prior to scheduled shipments
- Greet visitors with professionalism and a smile
- Responsible to handle sensitive information in a confidential manner
- Handle inventory, anticipating and confirming needed supplies, ordering, shipping, verifying receipt of supplies and putting office supplies away timely
- Ensure office is always kept clean and organized
- Send reminders regarding upcoming appointments, meetings, and events
- Maintain contact lists and filing systems
- Produce and distribute correspondence memos, letters, faxes, and forms
- Reply to email, telephone, fax, chat, or face to face enquiries in less than 24 hours
- Book travel arrangements
- Assist with meeting set-up, catering, event planning, and various celebrations
Why work with us? Our firm values its employees and their individual success. We provide:
- Paid vacation, sick days, and holidays
- Health Insurance (after the qualification period of 90 days)
- 401K plan with employer matching (after the qualification period of 1 year)
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As a member of our Administrative Services Team, you will have a large range of responsibilities while providing support to staff members, prospects, and clients to ensure efficient operations. You will be able to prioritize your work, be a multi-tasker with excellent phone, written and verbal communication skills, have a positive presence and an upbeat attitude. You will be willing to meet each challenge directly and have a genuine desire to meet the needs of others. You have a great attention to detail, strong organizational skills and will complete tasks accurately and deliver them with high quality and in a timely manner.
Responsibilities
- Handle all incoming calls, act and/or route calls appropriately
- Input file openings and intakes into CRM
- Receive, stamp, open, sort, scan and distribute the mail as applicable
- Filing, copying, binding, scanning
- Respect and manage calendars
- Scheduling appointments which include updating client/prospect data in CRM, inputting appointment in CRM, inputting appointment on calendar and sending confirmations
- Preparing boxes prior to scheduled shipments
- Greet visitors with professionalism and a smile
- Responsible to handle sensitive information in a confidential manner
- Handle inventory, anticipating and confirming needed supplies, ordering, shipping, verifying receipt of supplies and putting office supplies away timely
- Ensure office is always kept clean and organized
- Send reminders regarding upcoming appointments, meetings, and events
- Maintain contact lists and filing systems
- Produce and distribute correspondence memos, letters, faxes, and forms
- Reply to email, telephone, fax, chat, or face to face enquiries in less than 24 hours
- Book travel arrangements
- Assist with meeting set-up, catering, event planning, and various celebrations
Why work with us? Our firm values its employees and their individual success. We provide:
- Paid vacation, sick days, and holidays
- Health Insurance (after the qualification period of 90 days)
- 401K plan with employer matching (after the qualification period of 1 year)
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What sets Morris Hall, PLLC apart from other firms:
- We have been in business for over 50+ years and have helped tens of thousands of families
- We care, we listen, and provide full family protection with our services
- We show compassion for our clients and develop lifetime relationships with them
- We are proud members of the American Academy of Estate Planning Attorneys (AAEPA)
Some of the best things about working for Morris Hall include:
- Team oriented firm where each team member is valued
- Team events/volunteer opportunities are provided to engage with the community
- Monthly bonuses based on Firm performance
- Focused solely on estate planning
Benefits:
Morris Hall offers a competitive compensation and benefits package that includes:- Health & Dental insurance (after the qualification period of 90 days)
- 401(k) benefits and matching
- Competitive amount of paid time off
- Referral program
- Life Insurance
- Long Term disability
Duties/Responsibilities:
- Administer a Decedent’s Estate in accordance with the terms of the Trust and/or Will and Arizona law
- Gather information necessary to the Administer the Estate
- Address client and institutional questions by phone, fax, letters, email or in person regarding the Administration process
- Meet with clients to address questions or concerns related to the Administration
- Complement the firm by providing excellent service and superior work product
- Assists attorneys with consultations and client meetings
- Gather information to value Decedent’s Estate
- Propose division or distribution plan according to the terms of the Trust
- Prepare documents necessary to evidence change of trustee
- If first death, prepare division/funding documents and meet with client to sign funding documents
- If single or second death, prepare informal accounting for beneficiary(ies) approval.
- Prepare and file any necessary Probate documents with the appropriate court
- Address questions by phone, fax, letters, email, or in person regarding the Estate Administration process
Required Skills/Abilities:
- Two years of trust administration or probate experience as a paralegal preferred
- Must have Microsoft Office experience
- Superior computer and organizational skills
- Excellent verbal and written communication skills
- Ability to work with minimal supervision
- Ability to maintain professional interpersonal relationships with colleagues
- Flexibility and ability to multitask in a fast-paced environment
- Strong attention to detail and deadline driven
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We are a Premier Estate Planning Law Firm currently seeking an Operations Assistant in our Phoenix, AZ office to join our unique, family-oriented team of professionals.
What sets Morris Hall, PLLC apart from other firms?
· We have been in business for over 50+ years and have helped tens of thousands of families· We care, we listen, and provide full family protection with our services· We show compassion for our clients and develop lifetime relationships with them· We are proud members of the American Academy of Estate Planning Attorneys (AAEPA)As a member of our Operations Team, you will have a large range of responsibilities while providing support to staff members to ensure efficient operations. You will be able to prioritize your work, be a multi-tasker with excellent phone and verbal communication skills, have great information technology experience, have a positive presence and an upbeat attitude. You will be willing to meet each challenge directly and have a genuine desire to meet the needs of others. You have a great attention to detail, strong organizational skills and will complete tasks accurately and deliver them with high quality and in a timely manner. You must have a vehicle and be expected to travel to some of our offices in the Phoenix and nearby areas.Responsibilities: (not all inclusive)
- Facility maintenance – point person for all maintenance issues for our 13 offices in Arizona. Submit tickets or make phone calls to landlords and/or vendors to resolve issues.
- Furniture and Equipment – assist in ordering, delivery and assembly.
- Information technology – assist with minor computer issues, installations and maintain IT inventory. Monitor tickets to our MSP and be the point of contact for issues.
- Phone system – become familiar with our VOIP phone software and troubleshoot.
- Filing, copying, binding, scanning
- Preparing boxes prior to scheduled shipments
- Handle inventory, anticipating and confirming needed supplies, ordering, shipping, verifying receipt of supplies and putting office supplies away timely
- Ensure office is always kept clean and organized
- Assist with meeting set-up, catering, event planning, and various celebrations
- Kitchen duties – ensure everything is stocked up and clean every morning.
- Company office supplies – monitor requests from all offices, place orders and distribute items.
Why work with us? Our firm values its employees and their individual success. We provide:
- Paid vacation, sick days, and holidays
- Health Insurance (after the qualification period of 90 days)
- 401K plan with employer matching (after the qualification period of 1 year)
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