Case Manager

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

📋 Description

• Act as the primary administrative hub and the main point of contact for clients throughout the estate planning journey.

• Oversee the progress of files from initial intake to the delivery of the final draft.

• Manage and prioritize incoming client communications.

• Keep clients informed about the progress of their cases.

• Alert relevant internal team members regarding any issues.

• Draft and revise estate planning documents under the supervision of an attorney.

• Update information related to successor trustees, beneficiaries, and distributions.

• Stabilize caseload and enhance turnaround times.

• Consistently handle 60–80 new cases each month.

• Acquire knowledge of all firm systems within 14 days of the start date.

⛳️ Requirements

• A minimum of 3 years of experience in estate planning paralegal work; experience in case management is preferred.

• Possession of a Paralegal Certificate, a bachelor's degree, or equivalent relevant experience.

• Experience in drafting or editing estate planning documents is advantageous.

• Strong writing skills are essential.

• Availability for full-time work on Pacific Standard Time (PST) during business hours, with regular check-ins.

• Exceptional computer skills, including typing, grammar, spelling, proofreading, and email composition.

• Superior proficiency in software applications.

• Advanced technical skills with the ability to learn new systems, use software effectively, and adapt to the Firm’s A.I. practices and policies.

• Capability to manage high-volume administrative tasks in a dynamic law firm environment.

• Ability to work autonomously as well as collaboratively within a virtual team of attorneys and case managers.

• Proficiency in providing compassionate, patient, and effective client service.

• Quick adaptability to new procedures and processes.

• Self-driven efficiency and discipline in a remote work environment.

🏝️ Benefits

• 100% remote work environment.

• 3 weeks of paid time off (PTO).

• 17 paid holidays.

• Health insurance reimbursement stipend.

• 401(k) plan with employer match up to 3% after a waiting period.

• An innovative and progressive career opportunity within a forward-thinking law firm.