H1: Transactional Case Manager - Probate, Wills, and Estates at Law Firm in Cornelius, North Carolina
H2: Join Our Team as an Experienced Transactional Case Manager
Law Firm in Cornelius, North Carolina is seeking a full-time Transactional Case Manager to join our legal team and assist with elder law, estate planning, and probate cases.
Key Responsibilities:
- Utilize Clio for efficient case and task management
- Record all billable and non-billable time accurately
- Schedule and participate in New Client Case Manager Meetings
- Conduct case reviews and ensure compliance with timelines
- Draft, review, and finalize legal documents such as Wills, Trusts, Powers of Attorney, and more
- Explain and review legal documents with clients
- Manage communication with clients via phone, email, or in-person
- Process client payments and maintain accurate records
- Support attorneys in probate court filings and administration processes
- Perform additional duties as assigned
Requirements:
- Paralegal experience preferred
- Strong organizational skills
- Full-time availability, Monday through Friday
- Ability to work in the office
Benefits:
- Competitive salary
- Paid time off and holiday pay
- Health insurance
- 401(k) matching
- Bonus potential
At Law Firm, we pride ourselves on providing compassionate and client-focused legal services. Our team values respect, confidentiality, and compassion, and we strive to provide the highest level of legal service to our clients. Join our collaborative and innovative work environment and become a part of a team that values excellence, client satisfaction, and growth. Apply now!
