Case Manager

SMB Team; California; Remote; USD 85,000 - 95,000; Full time

Benefits offered by this job

Remote work

3 weeks PTO + 17 holidays

Health insurance stipend

401(k) with employer match

Job summary

SMB Team is a 100% remote Trusts & Estates law firm seeking a qualified Case Manager to support attorneys, manage estate-planning files, and deliver exceptional client service from a remote setting.

The role requires 3+ years in estate planning paralegal work, a Paralegal Certificate or equivalent, strong drafting skills, and excellent written communication.

Qualifications

• 3+ years of estate planning paralegal experience.
• Paralegal Certificate or bachelor’s degree or equivalent.
• Experience drafting or editing estate planning documents is a plus. Writing expertise is a must.
• 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.

Responsibilities

• Serve as the central administrative hub and primary point of contact for clients through the estate planning process.
• Coordinate file progress from intake to final draft delivery, including coordinating and triaging all inbound client communication.
• Keep clients updated on case progress and notify the appropriate internal team member of any issues.
• Draft and edit estate planning documents as needed; update successor trustee, beneficiary, and distribution information, etc., under an attorney's supervision.

Education

Paralegal Certificate

Bachelor’s degree

Job 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.

What’s in it For You?

100% Remote work environment with a virtual law firm. Employee may be based anywhere in the United States, but must be available to work during West Coast/California business hours (PST).

Recharge: 3 weeks PTO, plus 17 paid holidays.

The firm reimburses employees for open-market health insurance; A PEO is being implemented.

Investments: 401(k) match up to 3% after a waiting period.

Base Compensation: $85,000 - 95,000 annually.

Embark on a rewarding career with an innovative, forward-thinking law firm.

What Initial Success Looks Like

• Stabilize the caseload and improve turnaround times
• Manage 60-80 new cases/monthly and on a consistent basis
• Learn all firm systems within 14 days of start date

What You'll Do

Client Communication: Serve as the central administrative hub and primary point of contact for clients through the estate planning process

Case Coordination: Coordinate file progress from intake to final draft delivery, including coordinating and triaging all inbound client communication.

Client Care: Keep clients updated on case progress and notify the appropriate internal team member of any issues.

Document Production: Draft and edit estate planning documents as needed; update successor trustee, beneficiary, and distribution information, etc., under an attorney's supervision.

• 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.
• 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.

Qualifications

• 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.

• 100% Remote work environment
• 3 weeks PTO, plus 17 paid holidays.
• Health insurance reimbursement stipend
• 401(k) with employer match percentage

The anticipated annual base salary range for this position is $85,000 to $95,000. Compensation information has been provided by our client and is believed to be accurate at the time of posting. Actual compensation may vary based on relevant experience, qualifications, education, certifications, market conditions, internal considerations, career history, and other business factors. Additional compensation and benefits, where applicable, will be discussed during the hiring process.

The compensation range and benefits described in this posting are believed to be accurate as of the date of publication. The Company reserves the right to modify compensation, benefits, and other terms and conditions of employment as permitted by applicable law.

The Company is committed to equal employment opportunity and complies with all applicable federal, state, and local laws regarding compensation transparency and non-discrimination.