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Probate and Trust Administration Case Manager
2 months ago
Position Overview: Legal Case Manager
Hermance Law is a distinguished legal practice focusing on estate planning, probate, and trust management. We are currently seeking a committed individual to fill the role of Legal Case Manager. This position involves collaborating closely with our legal team to oversee a portfolio of probate and trust administration cases, ensuring that each case progresses efficiently and meets client expectations.
Key Responsibilities:- Case Oversight: Manage and supervise probate and trust administration cases from initiation to conclusion, ensuring adherence to timelines and seamless progress.
- Client Liaison: Serve as the primary contact for clients, facilitating meetings, providing case updates, and addressing inquiries with professionalism.
- File Management: Organize and maintain comprehensive case files while ensuring compliance with confidentiality protocols.
- Team Collaboration: Partner with attorneys to formulate case strategies and keep them informed of developments.
- Financial Coordination: Collaborate with financial institutions to oversee estate assets and facilitate the distribution of inheritances.
- Administrative Support: Execute various office tasks, including answering phones, welcoming clients, and managing document scanning and photocopying.
- At least 2 years of experience in case management.
- Experience in probate and trust administration is preferred.
- Excellent organizational skills and meticulous attention to detail.
- Proficient in Microsoft Office Suite.
- Knowledge of client confidentiality and ethical practices.
- A collaborative approach with strong problem-solving abilities.
- Outstanding communication skills and capacity to foster relationships.
- Empathetic demeanor with the ability to support clients during challenging times.
- A team-oriented attitude with a commitment to respect and integrity.
- Technologically adept, with familiarity in law firm systems and cloud-based applications.
About Hermance Law:
At Hermance Law, we are dedicated to providing a tailored client experience by merging legal proficiency with innovative technology. Our committed team collaborates to offer steadfast support to clients and their families throughout the estate planning journey. We strive to understand and address each client's unique needs with compassion and respect.
