[Hiring] Case Manager @SMB Team

Role Description

Our client, a 100% virtual Trusts & Estates law firm based in Foothill Ranch, California, seeks a skilled and experienced Case Manager to work under the supervision of our attorneys to manage basic estate planning case files, streamline legal drafting and file details, and provide exceptional support to clients and attorneys, with extensive direct client communication.

The firm seeks a career professional who wants to help others, work as part of a team, and maintain a high standard of excellence in their work. Must be self-managed, efficient, and disciplined to deliver exceptional client management services in a remote setting.

Qualifications

• 3+ years of experience in estate planning paralegal work; Case Management experience preferred.
• Paralegal Certificate, bachelor’s degree or equivalent relevant experience.
• Experience drafting or editing estate planning documents is a plus. Writing expertise is a must.
• Advanced technology skills with the ability to learn new systems, utilize all software efficiently, and adopt the Firm’s A.I. uses and policies.
• Organized, detail-oriented and confident handling high-volume administrative work in a fast-paced law firm in expansion mode.
• Ability to work well independently and within a team of attorneys and other case managers in a virtual environment.
• Kind, patient and effective with client service.
• Being coachable and teachable, adopting new procedures easily and rapidly.
• Self-managed efficiency and discipline to produce exceptional client management services in a remote setting.

Requirements

• Availability full-time on Pacific Coast time (PST) during the workday, with regular check-ins.
• Exceptional computer skills, typing, grammar, spelling, proofreading and email composition skills.
• Superior software skills.

Benefits

• 100% Remote work environment with a virtual law firm.
• 3 weeks PTO, plus 17 paid holidays.
• Health insurance reimbursement stipend.
• 401(k) with employer match percentage.
• Base Compensation: $85,000 - 95,000 annually.
• Embark on a rewarding career with an innovative, forward-thinking law firm.