Legal Case Manager

3 days ago

Ventura, United States Hermance Law Full time
Job DescriptionJob 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.

Compensation:

$20 - $25 hourly

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 clients and their families, ensuring a smooth journey through the complexities of estate matters.

  • Legal Case Manager

    2 months ago

    Ventura, United States Hermance Law Full time

    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...

  • Legal Case Manager

    4 weeks ago

    Ventura, United States Hermance Law Full time

    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...

  • Legal Case Manager

    2 months ago

    Ventura, United States Hermance Law Full time

    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...

  • Legal Case Manager

    4 weeks ago

    Ventura, United States Hermance Law Full time

    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...

  • Legal Case Manager

    4 weeks ago

    Ventura, United States Hermance Law Full time

    Job DescriptionJob DescriptionOur 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...

  • Case Manager

    3 weeks ago

    Ventura, United States Hunter Recruitment Advisors Full time

    Job DescriptionJob DescriptionCase ManagerDivision: Resident and Community ServicesSupervisor: Director of Resident & Community ServicesStatus: Non-Exempt, Full-TimeLocation: Corporate OfficeSalary: $24-25/hrORGANIZATIONAL BACKGROUNDCabrillo Economic Development Corporation (CEDC) is a community development corporation serving Ventura and Santa Barbara...

  • Legal Assistant

    2 weeks ago

    Ventura, California, United States Hermance Law Full time

    Our Team is our Greatest Asset We are seeking a dedicated and detail-oriented part-time or full-time Legal Assistant to join our esteemed estate planning law firm. The Legal Assistant will play a crucial role in providing administrative and legal support to our attorneys, ensuring the efficient operation of our practice and the delivery of exceptional client...

  • Legal Assistant

    3 days ago

    Ventura, United States Hermance Law Full time

    Job DescriptionJob DescriptionOur Team is our Greatest Asset We are seeking a dedicated and detail-oriented part-time or full-time Legal Assistant to join our esteemed estate planning law firm. The Legal Assistant will play a crucial role in providing administrative and legal support to our attorneys, ensuring the efficient operation of our practice and the...

  • Legal Assistant

    4 weeks ago

    Ventura, United States Hermance Law Full time

    Job DescriptionJob DescriptionOur Team is our Greatest Asset We are seeking a dedicated and detail-oriented part-time or full-time Legal Assistant to join our esteemed estate planning law firm. The Legal Assistant will play a crucial role in providing administrative and legal support to our attorneys, ensuring the efficient operation of our practice and the...

  • Case Manager

    3 weeks ago

    Ventura, United States Cabrillo Economic Development Corporation Full time

    **Case Manager** Division: Resident and Community Services Supervisor: Director of Resident & Community Services Status: Non-Exempt, Full-Time Location: Corporate Office **Salary**: $24-25/hr **ORGANIZATIONAL BACKGROUND** Cabrillo Economic Development Corporation (CEDC) is a community development corporation serving Ventura and Santa Barbara Counties....

  • Legal Assistant

    2 weeks ago

    Ventura, United States Johnson Sandhu, LLP Full time

    About Us: Johnson Sandhu, LLP is a boutique law firm located in Ventura County, and our team of attorneys specialize in representing people who have been injured in workplace accidents. With a combined 20+ years of experience defending employers, the team at Johnson Sandhu made the switch to fight for employees to help maximize the benefits available to the...

  • Case Manager

    2 weeks ago

    Ventura, California, United States Hunter Recruitment Advisors Full time

    The meaning of the Case Manager: As part of the Resident and Community Services division, working under the guidance of the Resident & Community Services Director, the Case Manager role is crucial for supporting operations at properties housing low-income, previously homeless, disabled, and mentally ill individuals. The focus of case management revolves...

  • Case Manager

    4 weeks ago

    Ventura, United States Madison Avenue Support Services, Inc. Full time

    **Note**:_Clinical Hours for licensure will be provided._ This job is field based however you can work from home, and you'll be provided office space in our Los Angeles office. Note: This is field based work. _**There is no remote option.**_ Your service area (SPA) depends on your location. - **This is a field based position with some flexibility with in...

  • Case Manager- SC/ Ventura Corps

    2 weeks ago

    Ventura, United States The Salvation Army USA Western Territory Full time

    Description Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Position Summary The Case...

  • Case Manager- SC/ Ventura Corps

    3 weeks ago

    Ventura, United States The Salvation Army USA Western Territory Full time

    Description Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. Position Summary The Case...

  • Assistant Case Manager

    4 days ago

    Ventura, United States GEO Reentry Services, LLC Full time

    Job Description Benefits Information *** Now Hiring with a Sign On Bonus Payable in Quarterly Installments *** The schedule will include two evening shifts from 11:30am-8:30pm and possibly Saturdays. Full-time employees will enjoy a competitive benefits package with options for you and your family including: * Paid Time Off * 14 Paid Holidays +...

  • Case Manager- SC/ Ventura Corps

    3 weeks ago

    Ventura, United States The Salvation Army Full time

    The Case Manager works under the direction and supervision of the Ventura County Social Service Director. He/she performs all duties associated with the screening, admission, and referral of applicants to include proper written and software related d Case Manager, Manager, Program Director, Social Services, Retail, Housing

  • Case Manager- SC/ Ventura Corps

    2 weeks ago

    Ventura, California, United States The Salvation Army USA Western Territory Full time

    Job Title: Case Manager at The Salvation ArmyAbout the Company: The Salvation Army is an international movement that is part of the universal Christian church. Its mission is to preach the gospel of Jesus Christ and meet human needs in His name without discrimination.Description:The Case Manager will work under the guidance of the Ventura County Social...

  • Rn Case Manager Ii

    3 weeks ago

    Ventura, United States Community Memorial Healthcare Full time

    Compensation: **_ Salary Range: $47.55 - $75.09 / hour_** - The pay range above represents the lowest possible rate for the position and the highest possible rate. Factors that may be used to determine where newly hired employees will be placed in the pay range include the employee specific skills and qualifications, relevant years of experience and...

  • Part Time Assistant Case Manager

    1 day ago

    Ventura, United States The GEO Group Full time

    Benefits Information: **This is a part time role, up to 30 hours per week. The schedule includes one evening per week and rotating Saturday.** **Now Hiring with a Sign On Bonus - Payable in Quarterly Installments ** **Responsibilities**: Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our...