Jobs in Weddington, North Carolina

Immediate Start

Estate Planning, Probate, & Elder Law Attorney

Providence Wills and Trusts Weddington, NC

Job Description Job Description Full-Time Associate Attorney in Estate Planning, Probate, & Elder Law Job Brief: We are a growing, family-oriented estate planning law firm. We are looking for a family-oriented, magnetic, friendly, genuine, motivated, task-oriented, teachable, and well-rounded attorney to join our team. This position will be based primarily out of our Monroe, NC office but may split time between that office and our main office in Weddington. This position entails significant client contact, running client meetings, designing personalized planning solutions for situations ranging from simple to very complex, drafting and reviewing basic and advanced estate planning documents, advising regarding Medicaid qualification planning, asset protection strategies, business formations, and trust and probate estate administration. While this is not primarily a litigation position, experience in civil litigation (especially fiduciary litigation) is a plus. Candidates will be expected to bring and further develop a network of referring professionals in related fields, including financial advisors, real estate agents, accountants, and attorneys specializing in other fields. Candidates will be expected to seek out and deliver public speaking engagements in the local community, engage in community outreach, and contribute to the firm's blog on a regular basis. Candidates with a portable book of business within our practice areas and a proven history of building relationships in the community will be at an advantage. Experience planning and delivering public-facing seminars is also a strong plus. Newly licensed or entry-level attorneys will be considered if you have additional relevant education or certifications, such as LLM in Taxation or Estate Planning, CPA, MTWM, social work experience in the field of long term care/Medicaid qualification, or substantial coursework in the taxation of individuals, businesses, and estates. This position is structured as a base salary with a strong incentive program in the form of monthly bonuses based on billings in excess of your monthly minimum billing expectation. Therefore, your compensation will depend largely on your ability to engage new clients using our proven method and fixed fee schedule. Base salary will depend on amount and relevancy of experience and existing technical expertise. Salary range indicated in this listing includes the probable range of base pay plus bonuses. The firm also offers a 401k plan with up to 4% employer match. When applying, please submit an attachment containing your cover letter, resume (please include your undergraduate and law school GPA and LSAT score and relevant experience), and a brief writing sample (either a prepared legal writing sample or a brief story telling us about a time when you overcame adversity). Finally, please complete the assessment here: https://apply.select.wonderlic.com/3MYUWQ/Providence -Wills-and-Trusts Applications lacking any of these elements will be disregarded. Experience: Previous experience as an estate planning, probate, and/or elder law attorney is strongly preferred, but we are willing to train an outstanding candidate transitioning to this practice area. Experience and/or formal training in tax matters (individual and business income tax, estate and gift tax, generation skipping transfers tax) or in adjacent fields (e.g. real estate or business) is a significant plus. Certification as a specialist in Estate Planning or Elder Law is also a significant plus. Candidates with significant experience should be willing to learn and adopt our systems and internal methodologies. This position will not be a good fit if you are unwilling to adjust, though your input for ways to improve our systems will always be welcome. Candidates lacking this specific experience but meeting our other requirements will be considered on the condition that they agree to dedicate themselves to substantial self-study during off-work hours to achieve the requisite technical knowledge within the first three months after hiring. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to learn what you need to know quickly and to help build our practice. Previous experience in financial services, trust management, marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable. Responsibilities Include: Meet with prospective clients for initial planning meetings and gather all necessary information to make planning recommendations; Meet with with existing clients and review possible changes or upgrades to estate plans; Engage clients to move forward with preparation of estate planning documents; Analyze unique client circumstances and recommend specifically tailored planning solutions; Draft and review estate planning documents to ensure that plans meet clients' needs and wishes, along with any recommendations made to clients; Conduct document signing appointments with clients, including notarization of all documents, explaining plans and how they were designed and answer any questions or address any concerns that they may have; Respond to any client phone calls or e-mails; Keep detailed notes of all meetings and phone calls and make sure that notes are maintained inside the client file; Develop and maintain a robust referral network; Engage in firm marketing and promotional activities, including public speaking engagements; Manage Probate and Trust Administration Cases All other projects as assigned. Requirements: Uncompromising Integrity NC State Bar License (Dual NC/SC license a plus) Advanced Degrees (LL.M. in Tax or Estate Planning; Masters in Finance, Accounting, or Trust Management) or Certifications (State Bar Specializations, EPLS, or CELA) are a plus Reliability Kind and pleasant demeanor Excellent communication and organizational skills Ability to juggle multiple tasks Excellent Attention to Detail (very important) Computer literacy including Microsoft Word and basic Excel Willingness/ability to learn and use client management software Willingness/ability to quickly learn and understand existing day-to-day operations Notary Public Preferred ( Clean Background Check to Qualify to Become a Notary Required) Strong command of English language and grammar for drafting and proofreading legal documents Strong Oral Communication Skills Including Public Speaking

Posted 11 hours ago

Best Match

RN for Veteran Assessments and Caregiver Training

BRAVO ZULU COMPANION CARE LLC Weddington, NC

Benefits: Mileage Reimbursement Referral Bonus Competitive salary Flexible schedule RN POSITION SUMMARY A Registered Nurse who provides assessments and monthly re-assessments of veteran clients for in-home aide services and supervises in-home aides and client care. Assists with agency Quality Assurance activities, including every 30-day client record reviews as assigned. Responsible for client care monitoring and communication with other appropriate team members and supervisors. Provide required yearly, in-person training and on-the-job assessments for caregivers. Responsible for following agency policies regarding procedures or duties that a Registered Nurse may perform. Willing to travel within a 90 minute radius of our home office in Matthews and be available for caregivers and clients as needed to answer questions and assist with client's care as needed. EDUCATION AND QUALIFICATIONS Current, unrestricted Registered Nurse License with the North Carolina Board of Nursing. Must pass a criminal background check. Must have work status verified by E-Verify, or other third party – per Agency personnel policy. Must not be listed on the North Carolina Medicaid Provider Termination and Exclusion list, or the United States Department of Health and Human Services Office of Inspector General list of excluded individuals/entities upon hire or during monthly checks – per Agency personnel policy. RN JOB FACTORS Mental requirements: Must be able to work independently. Must be able to make sound judgements based on assessments and data available, and act accordingly. Must be able to prioritize multiple functions and/or tasks. Be self-motivated. TRANSPORTATION Must have a valid North Carolina Driver’s License. Must have appropriate automobile liability insurance. Must have the ability to travel on the job. RN RESPONSIBILITIES, DUTIES AND PERFORMANCE STANDARDS Adheres to Agency policies and procedures - is knowledgeable about and consistently follows Agency policies and procedures. Reports to work as scheduled and follows procedures for proper notification of absences and tardiness. Attends in-service training as required to fulfill the responsibilities of the position. Demonstrates competence for assigned duties. Documentation is completed according to established Agency policies. Maintains a clean and safe working environment - follows Agency policies and standards for infection control. Assessment and development of the In-Home Aide Plan of Care: (a) Follows all Division of Health Service Regulation 10A NCAC 13J Home Care Licensure rules – regarding client assessment, supervision and plan of care for in-home aide services. Supervision of In-Home Aides: (a) Follows North Carolina Division of Health Service Regulation Home Care Licensure rules 10A NCAC 13J and client payer source requirements – for frequency of supervision and documentation of supervision visits. Inform Agency Director of dates and times of meetings. Completes performance evaluations for staff directly supervising, and reviews performance evaluations of direct service staff with Agency Owner. Takes part in the interview process with direct care position applicants alongside Agency Director, if requested. Keep current with governmental requirements and communicate any changes to the employees in the Agency. Must be aware of the Individual Rights and Responsibility Act. Completes disciplinary action forms with final review conducted with the Agency Director. Bravo Zulu Home Care has been credentialed to receive referrals from the VA Hospital. As referrals come in, The RN will need to do assessments on the new clients in a timely manner. Ability to market is a plus. Flexible work from home options available. #J-18808-Ljbffr

Posted 11 hours ago

Quick Apply

Estate Planning Probate Elder Law Attorney

Providence Wills and Trusts Weddington, NC

Job Description Full-Time Associate Attorney in Estate Planning, Probate, & Elder Law Job Brief: We are a growing, family-oriented estate planning law firm. We are looking for a family-oriented, magnetic, friendly, genuine, motivated, task-oriented, teachable, and well-rounded attorney to join our team. This position will be based primarily out of our Monroe, NC office but may split time between that office and our main office in Weddington. This position entails significant client contact, running client meetings, designing personalized planning solutions for situations ranging from simple to very complex, drafting and reviewing basic and advanced estate planning documents, advising regarding Medicaid qualification planning, asset protection strategies, business formations, and trust and probate estate administration. While this is not primarily a litigation position, experience in civil litigation (especially fiduciary litigation) is a plus. Candidates will be expected to bring and further develop a network of referring professionals in related fields, including financial advisors, real estate agents, accountants, and attorneys specializing in other fields. Candidates will be expected to seek out and deliver public speaking engagements in the local community, engage in community outreach, and contribute to the firm's blog on a regular basis. Candidates with a portable book of business within our practice areas and a proven history of building relationships in the community will be at an advantage. Experience planning and delivering public-facing seminars is also a strong plus. Newly licensed or entry-level attorneys will be considered if you have additional relevant education or certifications, such as LLM in Taxation or Estate Planning, CPA, MTWM, social work experience in the field of long term care/Medicaid qualification, or substantial coursework in the taxation of individuals, businesses, and estates. This position is structured as a base salary with a strong incentive program in the form of monthly bonuses based on billings in excess of your monthly minimum billing expectation. Therefore, your compensation will depend largely on your ability to engage new clients using our proven method and fixed fee schedule. Base salary will depend on the amount and relevancy of experience and existing technical expertise. Salary range indicated in this listing includes the probable range of base pay plus bonuses. The firm also offers a 401k plan with up to 4% employer match. When applying, please submit an attachment containing your cover letter, resume (please include your undergraduate and law school GPA and LSAT score and relevant experience), and a brief writing sample (either a prepared legal writing sample or a brief story telling us about a time when you overcame adversity). Finally, please complete the assessment here: https://apply.select.wonderlic.com/3MYUWQ/Providence-Wills-and-Trusts Applications lacking any of these elements will be disregarded. Experience: Previous experience as an estate planning, probate, and/or elder law attorney is strongly preferred, but we are willing to train an outstanding candidate transitioning to this practice area. Experience and/or formal training in tax matters (individual and business income tax, estate and gift tax, generation skipping transfers tax) or in adjacent fields (e.g. real estate or business) is a significant plus. Certification as a specialist in Estate Planning or Elder Law is also a significant plus. Candidates with significant experience should be willing to learn and adopt our systems and internal methodologies. This position will not be a good fit if you are unwilling to adjust, though your input for ways to improve our systems will always be welcome. Candidates lacking this specific experience but meeting our other requirements will be considered on the condition that they agree to dedicate themselves to substantial self-study during off-work hours to achieve the requisite technical knowledge within the first three months after hiring. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to learn what you need to know quickly and to help build our practice. Previous experience in financial services, trust management, marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable. Responsibilities Include: Meet with prospective clients for initial planning meetings and gather all necessary information to make planning recommendations; Meet with existing clients and review possible changes or upgrades to estate plans; Engage clients to move forward with preparation of estate planning documents; Analyze unique client circumstances and recommend specifically tailored planning solutions; Draft and review estate planning documents to ensure that plans meet clients' needs and wishes, along with any recommendations made to clients; Conduct document signing appointments with clients, including notarization of all documents, explaining plans and how they were designed and answer any questions or address any concerns that they may have; Respond to any client phone calls or e-mails; Keep detailed notes of all meetings and phone calls and make sure that notes are maintained inside the client file; Develop and maintain a robust referral network; Engage in firm marketing and promotional activities, including public speaking engagements; Manage Probate and Trust Administration Cases; All other projects as assigned. Requirements: Uncompromising Integrity; NC State Bar License (Dual NC/SC license a plus); Advanced Degrees (LL.M. in Tax or Estate Planning; Masters in Finance, Accounting, or Trust Management) or Certifications (State Bar Specializations, EPLS, or CELA) are a plus; Reliability; Kind and pleasant demeanor; Excellent communication and organizational skills; Ability to juggle multiple tasks; Excellent Attention to Detail (very important); Computer literacy including Microsoft Word and basic Excel; Willingness/ability to learn and use client management software; Willingness/ability to quickly learn and understand existing day-to-day operations; Notary Public Preferred (Clean Background Check to Qualify to Become a Notary Required); Strong command of English language and grammar for drafting and proofreading legal documents; Strong Oral Communication Skills Including Public Speaking. #J-18808-Ljbffr

RN for Veteran Assessments and Caregiver Training

BRAVO ZULU COMPANION CARE LLC Weddington, NC

Benefits: Mileage Reimbursement Referral Bonus Competitive salary Flexible schedule RN POSITION SUMMARY A Registered Nurse who provides assessments and monthly re-assessments of veteran clients for in-home aide services and supervises in-home aides and client care. Assists with agency Quality Assurance activities, including every 30-day client record reviews as assigned. Responsible for client care monitoring and communication with other appropriate team members and supervisors. Provide required yearly, in-person training and on-the-job assessments for caregivers. Responsible for following agency policies regarding procedures or duties that a Registered Nurse may perform. Willing to travel within a 90 minute radius of our home office in Matthews and be available for caregivers and clients as needed to answer questions and assist with client's care as needed. EDUCATION AND QUALIFICATIONS Current, unrestricted Registered Nurse License with the North Carolina Board of Nursing. Must pass a criminal background check. Must have work status verified by E-Verify, or other third party – per Agency personnel policy. Must not be listed on the North Carolina Medicaid Provider Termination and Exclusion list, or the United States Department of Health and Human Services Office of Inspector General list of excluded individuals/entities upon hire or during monthly checks – per Agency personnel policy. RN JOB FACTORS Mental requirements: (a) must be able to work independently (b) must be able to make sound judgements based on assessments and data available, and act accordingly (c) must be able to prioritize multiple functions and/or tasks (d) Be self-motivated TRANSPORTATION Must have a valid North Carolina Driver’s License. Must have appropriate automobile liability insurance. Must have the ability to travel on the job. RN RESPONSIBILITIES, DUTIES AND PERFORMANCE STANDARDS Adheres to Agency policies and procedures - is knowledgeable about and consistently follows Agency policies and procedures. Reports to work as scheduled and follows procedures for proper notification of absences and tardiness. Attends in-service training as required to fulfill the responsibilities of the position. Demonstrates competence for assigned duties. Documentation is completed according to established Agency policies. Maintains a clean and safe working environment - follows Agency policies and standards for infection control. Assessment and development of the In-Home Aide Plan of Care: (a) Follows all Division of Health Service Regulation 10A NCAC 13J Home Care Licensure rules – regarding client assessment, supervision and plan of care for in-home aide services. Supervision of In-Home Aides: (a) Follows North Carolina Division of Health Service Regulation Home Care Licensure rules 10A NCAC 13J and client payer source requirements – for frequency of supervision and documentation of supervision visits. Inform Agency Director of dates and times of meetings. Completes performance evaluations for staff directly supervising, and reviews performance evaluations of direct service staff with Agency Owner. Takes part in the interview process with direct care position applicants alongside Agency Director, if requested. Keep current with governmental requirements and communicate any changes to the employees in the Agency. Must be aware of the Individual Rights and Responsibility Act. Completes disciplinary action forms with final review conducted with the Agency Director. Bravo Zulu Home Care has been credentialed to receive referrals from the VA Hospital. As referrals come in, The RN will need to do assessments on the new clients in a timely manner. Ability to market is a plus. Flexible work from home options available.