Case Manager

PJI Law, PLC; Washington (District of Columbia); Híbrido; USD 12 000 - 15 000; Tempo integral

Resumo da oferta

PJI Law, a boutique, busy law firm in the Washington, DC area, seeks a Remote Case Manager in our Estate Planning Department. This role is fully remote, offering training and growth for an achiever with a strong work ethic.

You will coordinate with an attorney, drafter, and other staff to move matters forward, communicate with clients, schedule appointments, and manage documents using Lawmatics. Prior legal experience is preferred but not required.

Qualificações

• Excellent organizational skills and the ability to closely follow established policies and procedures.
• Strong written and verbal communication skills, including impeccable spelling and grammar.
• The ability to prioritize tasks, track deadlines, and follow through consistently.
• Proficiency in Microsoft Word and Excel.
• The ability to learn new software and technology, including Lawmatics.
• The ability to remain focused and productive throughout the workday in a remote environment.
• Experience in the legal field, particularly estate planning, client service, or case coordination, is preferred but not required.

Responsabilidades

• Communicating with clients throughout the estate planning process, including sending welcome emails, responding to emails and phone calls, and providing timely follow-up.
• Scheduling client appointments, document reviews, and signing ceremonies, and sharing drafts and completed documents with clients.
• Helping create and implement communications and workflows in Lawmatics, using automated messages, reminders, and tasks alongside personal follow-up.
• Supporting clients enrolled in the firm’s Diligence Plan by coordinating appointments, document updates, and signing arrangements.
• Tracking case progress, identifying delays and overdue deliverables, and coordinating with team members to keep matters on track.
• Providing weekly updates on completed work, current priorities, and upcoming appointments and deliverables.
• Preparing and sharing PDFs of signed or updated documents and coordinating closing communications.

Conhecimentos

Communication skills

Organizational skills

Task prioritization

MS Word

MS Excel

Learn new software

Remote work productivity

Legal experience

Ferramentas

Lawmatics

Descrição da oferta de emprego

Interested in working for an American law firm from your home in South Africa?

PJI Law, a boutique, busy, and fast-growing law firm in the Washington, DC area, has a new full-time opportunity for a Remote Case Manager in our Estate Planning Department. This opportunity is as challenging as it is rewarding and ideal for an achiever with a strong work ethic who wants a position where they can grow. Training will be provided, and although experience in the legal field is preferred, it is not required.

Our firm exists to help those who wish to plan for the legal protection and security of their families, and this position is crucial in allowing us to effectively help them. You will work remotely as part of a dedicated team, coordinating with an attorney, drafter, and other estate planning support professionals to keep client matters moving forward.

Your primary duties in this position would include:

• Communicating with clients throughout the estate planning process, including sending welcome emails, responding to emails and phone calls, and providing timely follow-up.
• Scheduling client appointments, document reviews, and signing ceremonies, and sharing drafts and completed documents with clients.
• Helping create and implement communications and workflows in Lawmatics, using automated messages, reminders, and tasks alongside personal follow-up.
• Supporting clients enrolled in the firm’s Diligence Plan by coordinating appointments, document updates, and signing arrangements.
• Tracking case progress, identifying delays and overdue deliverables, and coordinating with team members to keep matters on track.
• Providing weekly updates on completed work, current priorities, and upcoming appointments and deliverables.
• Preparing and sharing PDFs of signed or updated documents and coordinating closing communications.

This position requires someone who takes ownership of follow-through, pays close attention to detail, and understands the importance of keeping clients informed. You should be comfortable managing multiple matters at once, noticing when something is missing or overdue, and following up to ensure the next step is completed. We are looking for someone who takes pride in providing a professional, responsive, and reassuring client experience.

Additional qualifications include:

• Excellent organizational skills and the ability to closely follow established policies and procedures.
• Strong written and verbal communcation skills, including impeccable spelling and grammar.
• The ability to prioritize tasks, track deadlines, and follow through consistently.
• Proficiency in Microsoft Word and Excel.
• The ability to learn new software and technology, including Lawmatics.
• The ability to remain focused and productive throughout the workday in a remote environment.
• Experience in the legal field, particularly estate planning, client service, or case coordination, is preferred but not required.

Every year since 2022, we have earned the prestigious “Great Place to Work” certification, with our employees over those years praising our firm as a great place to work in an anonymous third-party survey. Our approach has allowed us to succeed and build a loyal client base that has sustained our strong growth and has earned us various awards as well as enthusiastic reviews from our clients. As a result, every year since 2023, our firm has been honored with a place on the Inc. 5000 list, which celebrates the fastest-growing companies in the United States.

In an effort to preserve the integrity of our culture, we are selective in our efforts to identify good people who are also motivated professionals. If this is what you are looking for, then we would love to hear from you.

You would have approximately 40 working hours per week, Monday through Friday, from approximately 9:00 am to 6:00 pm Eastern Time, meaning 3:00 pm/4:00 pm until 12:00 am/1:00 am South African Standard Time, depending on the time of year.

Technology requirements

You must, at minimum, have the following or must be willing and able to obtain it within two weeks of your start date:

• Computer with:
  • Windows 11 or newer
  • 16 GB RAM minimum
  • 500 GB SSD or larger
  • Intel Core i5 10th Generation processor (or equivalent) minimum
• External mouse
• Webcam
• Quality headset with microphone
• UPS or inverter for uninterrupted power
• Fiber (or equivalent) internet connection with:
  • Minimum 100 Mbps
  • Uncapped service
  • Ethernet connection (Wi-Fi is not acceptable)

Compensation is in the range of $1,100-$1,300 per month after bonus payments, paid in U.S. Dollars. A significant part of the compensation will consist of an objective, metrics-driven bonus plan that gives you more control over what you can earn and that ensures that you succeed when you help the firm succeed.

Thank you for taking the time to read this listing, and if you believe you would be a good fit for the position, we look forward to hearing from you!