Case Manager

SMB Team; Lake Forest (CA); A distancia; USD 85.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

3 weeks PTO + 17 paid holidays

Health insurance reimbursement stipend

401(k) with employer match

Descripción de la vacante

SMB Team is seeking a skilled Case Manager for a 100% remote Trusts & Estates law firm. You will manage estate planning files, coordinate drafting, and maintain direct client communication with attorneys in a Pacific Time workday environment.

The role requires 3+ years of estate planning paralegal experience, a paralegal certificate or equivalent, and exceptional writing and organizational skills. Competitive base salary and strong benefits are offered.

Formación

• 3+ years of experience in estate planning paralegal work.
• Paralegal Certificate or higher is preferred.
• Experience drafting or editing estate planning documents is a plus; writing skills essential.
• Availability full-time on Pacific Time (PST).

Responsabilidades

• 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 and triage client communications.
• Draft and edit estate planning documents under attorney supervision; update beneficiary/distribution info.
• Maintain high-volume, accurate client management in a remote setting.

Conocimientos

Client communication

Case management

Attention to detail

Typing

Email composition

Educación

Paralegal Certificate

Bachelor's degree or equivalent

Herramientas

Microsoft Office

Legal drafting software

Descripción del empleo

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.