Legal Assistant I, Processing Specialist

Who We Are 

Evans & Davis exists to champion family legacies. We’re a national firm devoted exclusively to estate planning, trust administration services, probates, and business law. We know our field inside and out, and we build client relationships that last a lifetime.

When you join the Evans & Davis team, you join an organization fiercely committed to our core values:

• Excellence–Practice Like a Champion: We work hard and compete to win. We’re preparing for the championship–performing to our highest level, improving our craft, and consistently exceeding expectations;
• Compassion–We Invented the Meal Train: We care deeply about our clients, each other, and the community–showing up in the good times and the tough times. Every interaction is rooted in trust, respect, and genuine concern;
• Hospitality–Everyone Has a Grape Soda: We create unforgettable moments–practicing unreasonable hospitality and highlighting each person's uniqueness. This leaves a lasting impact on clients, referral sources, and each other;
• Strategic–We Play Chess, Not Checkers: We anticipate next steps–looking ahead to solve problems. This makes life easier for colleagues, and the client experience improves; and
• Tactical–We Chainsaw the Trees: When we see a problem, we fix it–clearing obstacles, solving problems, and diving into every task with a team-first attitude. We’re all in this together.

How You’ll Make a Difference

The Prepping Specialist supports clients and the Evans & Davis team by preparing all the documentation necessary for the client journey. When you work efficiently and accurately, our staff meets their deadlines. Your careful planning and execution provide clients with peace of mind, as they ultimately receive their legacy plans in beautifully packaged, easy-to-follow binder.

Your Job Description

• With efficiency, modify, examine, prepare, and organize legal documents in preparation for attorney-client document signing meetings;
• Manage, organize, and maintain documents in digital filing systems;  
• Regularly update document information in Lawmatics–the firm’s CRM tool;
• Prepare accurate correspondence to submit client financial documentation via postal mail and fax; 
• Utilize online systems to submit various client documents, including deeds, for digital recording;
• Proofread and edit documents, smoothly making updates and corrections;
• Eagerly provide general assistance with administrative tasks, including document printing, collating, and scanning;
• Work collaboratively as an important member of the Processing Specialist Team, assisting colleagues as needed.
  

Who You Are

• Show exceptional attention to detail and consistently complete tasks with a high degree of accuracy;
• Exhibit a passion for helping people;
• Show exceptional attention to detail;
• Enjoy a fast-paced workplace; 
• Be flexible and open to change and improvement;
• Navigate sensitive information with compassion and confidentiality
• Work effectively under pressure; and
• Bring a positive, team-first attitude to every interaction.
  

Other Role Requirements

• Excellent editor and attention to detail
• Organized
• Proficiency in Adobe Acrobat, Microsoft Word, and Microsoft Excel
  

Our Benefits and Perks

Great work comes from great people who are trusted, empowered, and supported. That’s why Evans & Davis provides meaningful benefits and earned perks. 

• Medical, dental, vision, life, and long-term disability insurance at no cost for eligible, full-time employees;
• Health Savings Account;
• 401K match;
• Paid parental leave;
• Earned flexibility;
• Learning & development opportunities; and
• Holiday parties and team outings