INTERNSHIP DETAILS

Legal Extern Paid - Part Time

CompanyVertis Wealth
LocationUnited States
Work ModeOn Site
PostedJuly 16, 2026
Internship Information
Core Responsibilities
The Law Extern will conduct outreach to estate planning and elder law attorneys to build professional partnerships and schedule meetings. They will also support marketing initiatives and provide administrative operational support using the firm's CRM.
Internship Type
part time
Company Size
11
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME. At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial, tax, and legal into a seamless journey towards sustained wealth and a lasting impact. Healthcare: Healthcare Principal: Deb Harris “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
About the Role

Vertis Wealth is seeking a motivated and outgoing Law Extern to join our team. This externship offers hands-on experience in the business development side of the legal and financial services industry. The Law Extern will assist with attorney outreach, relationship building, marketing initiatives, and administrative support while gaining valuable exposure to estate planning and professional partnerships.

Key Responsibilities

  • Conduct outreach to estate planning and elder law attorneys to introduce Vertis Wealth's partnership opportunities
  • Make outbound calls to law firms to build relationships and schedule introductory meetings
  • Research law firms and attorneys to identify potential partnership opportunities
  • Maintain accurate records of outreach efforts and follow-up activities in the firm's CRM
  • Assist with coordinating attorney meetings, webinars, and networking events
  • Support marketing initiatives aimed at legal professionals
  • Participate in team meetings and training sessions
  • Provide general administrative and operational support as needed

Qualifications

  • Currently pursuing a Juris Doctor (J.D.) degree or enrolled in a law school externship program
  • Strong communication and interpersonal skills with confidence speaking over the phone
  • Professional, personable, and comfortable networking with attorneys and other professionals
  • Highly organized with strong attention to detail
  • Proficient in Microsoft Office Suite
  • Self-motivated with the ability to work independently and as part of a team
  • Interest in estate planning, wealth management, business development, or attorney relations
Key Skills
Attorney OutreachRelationship BuildingMarketing InitiativesCRM ManagementEstate PlanningBusiness DevelopmentProfessional NetworkingMicrosoft Office SuiteCommunication SkillsInterpersonal Skills
Categories
LegalFinance & AccountingSalesMarketingAdministrative