
Paralegal
Posted 5 days ago

Posted 5 days ago
This is a fully remote position, open to applicants in Philippines.
• Offer legal assistance to the law firm.
• Perform legal research and aid in case preparation.
• Enter new client data into Leap case management software.
• Populate Wealthdocs and Elderdocs for document generation.
• Choose clauses that align with client design sheets, dictated memos, and intended outcomes.
• Incorporate custom clauses into Wealthdocs and Elderdocs.
• Input client-supplied financial data into Asset+Map, RightCapital, Nitrogen, and Riskalyze.
• Prepare opening and closing documents for Probate, Guardianships, Conservatorships, and various other case types under attorney supervision.
• Draft deeds and certificates of trust.
• File deeds and certificates of trust electronically.
• Liaise with clients and communicate with courts and clients via phone or Zoom.
• Collaborate with the internal team to ensure prompt service delivery and meet client expectations.
• Availability for US working hours.
• Dependable internet connection.
• Quiet and private workspace.
• Proficient in English to engage directly with courts and clients via phone or Zoom.
• Capability to conduct client triage discussions.
• Strong attention to detail.
• Self-motivated individual.
• Exceptional written and verbal communication skills.
• Proficiency in legal research.
• Ability to draft legal documents effectively.
• Competence in managing case-related tasks and adhering to deadlines.
• Experience or capability in utilizing Leap case management software.
• Familiarity or ability to use Wealthdocs and Elderdocs for document creation.
• Experience or capability in using Asset+Map, RightCapital, Nitrogen, and Riskalyze for financial analysis.
• Global exposure.
• Full-time remote work arrangement.
• Client-provided equipment.
• Health Maintenance Organization (HMO) coverage starting from the third month of employment.
• Diverse and challenging work tasks.
• Collaborative support from the team.
• Inclusive and diverse work environment.
• Secure legal employment through Employer of Record services.
• Competitive compensation packages.
• Opportunities for career advancement.
• Comprehensive hiring and onboarding assistance.
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