Case Manager

🕒 5 days ago

🏄 California – Remote

🏄 California – Remote

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 2%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SMB Team

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SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• 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. • Coordinate and triage inbound client communication. • Keep clients updated on case progress. • Notify appropriate internal team members of issues. • Draft and edit estate planning documents under an attorney’s supervision. • Update successor trustee, beneficiary, and distribution information. • Stabilize caseload and improve turnaround times. • Manage 60–80 new cases monthly on a consistent basis. • Learn all firm systems within 14 days of the start date.

🎯 Requirements

• 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. • Advanced technology skills and ability to learn new systems, utilize software efficiently, and adopt the Firm’s A.I. uses and policies. • Ability to handle high-volume administrative work in a fast-paced law firm. • Ability to work independently and within a virtual team of attorneys and case managers. • Ability to provide kind, patient and effective client service. • Ability to adopt new procedures easily and rapidly. • Self-managed efficiency and discipline in a remote setting.

🏖️ Benefits

• 100% Remote work environment • 3 weeks PTO • 17 paid holidays • Health insurance reimbursement stipend • 401(k) with employer match up to 3% after a waiting period • Innovative, forward-thinking law firm career opportunity

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