Location
Ventura, CA | United States
Job description
Our law firm is seeking an organized, self-starter to join our team as a legal case manager and work alongside attorneys to achieve our client’s goals. We need someone who is an effective communicator, incredibly organized, and self-motivated. If you're ready to take the next step in your legal career and make a meaningful impact in the field of estate planning, probate and trust administration, we invite you to apply for the position of Legal Case Manager at our reputable law firm. Join us in providing exceptional service and support to our valued clients as we navigate complex legal matters together.
Responsibilities:
- Case Management: Oversee and manage a caseload of probate and trust administration cases from inception to completion, ensuring deadlines are met and cases progress smoothly
- Client Billing and Agreements: Handle invoicing and ongoing billing for clients. Manage clients signing a legal service agreement
- Client Communication: Serve as the primary point of contact for clients, attend client meetings, provide updates on case status, answer inquiries, and address concerns promptly and professionally. Track communications with software
- Documentation and Recordkeeping: Maintain accurate and organized case files, including legal documents, correspondence, and client communications, ensuring compliance with confidentiality and recordkeeping standards. Maintain the firm's case management system with up-to-date and accurate information
- Probate and Trust Administration: Navigate the probate and trust administration process efficiently, including supporting the paralegal and attorney with drafting and filing necessary legal documents, coordinating with courts, beneficiaries, and financial institutions, and overseeing asset distribution
- Client Education: Educate clients on the probate and trust administration process, including their rights, responsibilities, and potential outcomes, to empower informed decision-making
- Collaboration with Attorneys: Work closely with attorneys to develop case strategies, review documents, and provide updates on case progress, ensuring alignment with client goals and firm standards
- Financial Management: Coordinate with financial institutions, accountants, and other professionals to manage estate assets, pay debts, and distribute inheritances according to estate plans and legal requirements
- General office including phones, greeting clients, scanning, photocopying, etc
Qualifications:
- A minimum of 2 years of case management experience
- Probate and trust administration experience in a related practice area is preferred
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Proficient in using Microsoft Office Suite (Word, Excel, Outlook)
- Understanding of client confidentiality and ethical standards in the legal field
- Team player with a collaborative mindset and a proactive approach to problem-solving
- Professional demeanor and strong interpersonal skills
- Understand how to build a relationship with a person
- Show the ability to interact with different types of personalities
- Show empathy to clients and put them at ease during a difficult time
- Demonstrate exceptional communication skills, both over the phone and in writing
- Follow instructions and understand the importance of policies and procedures
- Be a team player that consistently acts with respect and integrity
- Be tech savvy (we use law firm systems and cloud-based software)
About Company:
We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.
At our firm, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for our clients and their families, ensuring a smooth journey through the complexities of estate matters.
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