Estate Planning Paralegal – Funding Support
Posted 18 days ago
You'll complete your application on RecruitGo's career site.
About the Role
This remote position for an Estate Planning Paralegal centers on assisting with the funding of estate plans. You will play a vital role in maintaining the administrative integrity of client files within a worldwide organization that prioritizes teamwork, professional advancement, and the delivery of superior legal assistance.
Requirements
- You must hold a law degree and be licensed to practice law in the Philippines, though active bar membership is not mandatory.
- You are required to have a minimum of three years of paralegal experience, preferably within the estate planning field.
- You need exceptional attention to detail, advanced English writing and grammar skills, and the ability to maintain the privacy of sensitive financial and personal data.
- You must be skilled in Microsoft Word, Outlook, and Teams, with additional experience in legal document automation, estate planning software, or platforms like Actionstep being highly preferred.
- You should be a proactive individual who can manage your own workload, prioritize responsibilities, and demonstrate strong problem-solving abilities.
Responsibilities
- You will prepare funding-related legal documentation via automated tools and guarantee all written legal correspondence is precise.
- You will manage digital client records and ensure the firm's management system contains current data.
- You will perform proactive administrative functions, including coordinating client meetings, issuing notifications, and monitoring the status of funding tasks to address delays.
- You will work alongside legal counsel and internal departments to facilitate efficient project completion.
- You will keep track of your own deadlines, report complex issues to management, and engage in professional development sessions to learn updated workflows and tools.
Benefits & Perks
- You will work a full-time 40-hour schedule in a 100% remote capacity.
- You will be provided with secure, formal employment via an Employer of Record and a competitive salary.
- You will be part of an inclusive, diverse team and receive consistent support for career development and training in advanced technical and operational skills.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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