Case Manager

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Engage with clients throughout the estate planning journey.

• Dispatch welcome emails, address inquiries via emails and phone calls, and ensure prompt follow-up.

• Arrange client meetings, document reviews, and signing ceremonies.

• Share drafts and finalized documents with clients.

• Assist in the creation and implementation of communications and workflows within Lawmatics.

• Utilize automated messages, reminders, and tasks along with personal follow-ups.

• Provide support to clients enrolled in the firm’s Diligence Plan.

• Manage appointments, document revisions, and signing logistics.

• Monitor case progress and pinpoint delays and overdue deliverables.

• Collaborate with team members to ensure matters remain on schedule.

• Deliver weekly updates on completed tasks, current priorities, and upcoming appointments and deliverables.

• Prepare and distribute PDFs of signed or revised documents.

• Organize closing communications.

• Collaborate with an attorney, drafter, and other estate planning support professionals.

⛳️ Requirements

• Prior experience in the legal sector is advantageous but not mandatory.

• Background in estate planning, client service, or case coordination is preferred but not essential.

• Exceptional organizational abilities.

• Capability to adhere closely to established policies and procedures.

• Strong written and verbal communication skills.

• Flawless spelling and grammar.

• Skill to prioritize tasks, monitor deadlines, and ensure follow-through consistently.

• Proficiency in Microsoft Word and Excel.

• Capability to learn new software and technologies, including Lawmatics.

• Ability to maintain focus and productivity throughout the workday in a remote setting.

• Computer with Windows 11 or a newer version.

• Minimum of 16 GB RAM.

• 500 GB SSD or larger storage capacity.

• Intel Core i5 10th Generation processor or an equivalent minimum.

• External mouse.

• Webcam.

• High-quality headset with a microphone.

• UPS or inverter for continuous power supply.

• Fiber or equivalent internet connection with a minimum speed of 100 Mbps.

• Uncapped internet service.

• Ethernet connection required; Wi-Fi is not acceptable.

• Must possess or be prepared to acquire the specified technology within two weeks of the start date.

• Resume and cover letter should be submitted in PDF format.

• Application response must include only the spelling error found in the job posting.

🏝️ Benefits

• Comprehensive training will be provided.

• Objective, metrics-driven bonus structure.

• Opportunity to work remotely from home in South Africa.

• Approximately 40 hours of work per week, Monday through Friday.

• Work hours aligned with Eastern Time/South African Standard Time.

• Recognized as a Great Place to Work-certified employer.

• Opportunities for professional growth.