Trust and Estate Paralegal

hace 2 semanas

Desde casa, México Roots and Wings Legal A tiempo completo

We are a heart-centered law firm specializing in trust and estate planning. Our mission is to help families and businesses create meaningful legacies through thoughtful legal guidance. We pride ourselves on providing an exceptional client experience and fostering a collaborative team culture.

We are seeking a Legal Operations and Client Success Specialist to join our team. This role requires a proactive, detail-oriented professional with experience in trust and estate planning who can manage a variety of responsibilities with precision and care.

Key Responsibilities:

- Client Intake and Relationship Management:

- Act as the first point of contact for potential clients, providing a welcoming and professional experience.
- Conduct initial consultations to assess client needs and align them with the firm’s services.
- Schedule meetings, prepare client files, and ensure seamless communication between clients and the legal team.
- Trust and Estate Administration Support:

- Assist with preparing, reviewing, and organizing estate planning documents.
- Support attorneys in managing trust administration, funding, and compliance processes.
- Ensure all documentation is accurate, organized, and delivered promptly.
- Operations and Workflow Management:

- Maintain and update client records in CRM and legal practice management systems.
- Identify opportunities to improve processes and increase operational efficiency.
- Coordinate schedules, follow-ups, and internal communications to support smooth workflows.
- Client Success and Engagement:

- Build and maintain strong client relationships by addressing inquiries and proactively supporting their needs.
- Facilitate ongoing follow-ups to enhance the client experience.
- Collaborate with team members to deliver top-tier service.

Qualifications:

- Experience: Minimum 3 years in trust and estate planning or a related legal role.
- Skills: Strong understanding of trust and estate administration and associated legal processes.
- Tech Proficiency: Proficient in CRM tools, legal practice management software, and Microsoft Office.
- Communication: Excellent written and verbal communication skills in English.
- Mindset: Proactive, organized, detail-oriented, and client-focused with the ability to manage multiple responsibilities effectively.

What We Offer:

- Flexible remote working environment.
- Opportunity to work with a purpose-driven and compassionate team.
- Professional growth and development opportunities.
- The chance to make a meaningful impact on families’ lives through legacy planning.

**Job Types**: Full-time, Part-time, Temporary, Contract
Contract length: 6 months

Expected hours: 10 - 40 per week

Work Location: Remote

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