Description
Salary: P70,000- P80,000 (Monthly Gross Package)
Schedule: (08:00AM to 5:00PM EST)
What are we looking for?
Skills Required:
- Experience: Prior experience as a legal assistant, preferably in estate planning or probate law.
- Technical Skills: Proficient in using CLIO and WealthCounsel software or similar legal technology. Strong computer skills, including Microsoft Office Suite.
- Attention to Detail: Demonstrated ability to handle sensitive client information with accuracy and confidentiality. Communication Skills: Excellent verbal and written communication skills. Ability to professionally interact with clients, team members, and other stakeholders.
- Organizational Skills: Strong time management and multitasking abilities. Capacity to manage multiple cases and deadlines effectively.
What will you do?
- Data Entry:
- Accurately enter client information and case details into CLIO legal software.
- Maintain up-to-date and organized digital client files in compliance with firm policies.
- Document Drafting and Preparation:
- Use WealthCounsel software to draft estate planning documents, including wills, trusts, powers of attorney, and other related legal forms.
- Assemble comprehensive estate plans for clients, ensuring accuracy and adherence to firm standards.
- Client and Attorney Support:
- Coordinate with attorneys to ensure the timely preparation and review of documents.
- Serve as a point of contact for clients regarding document status and basic inquiries.
- Administrative Duties:
- Schedule appointments and maintain the firm’s calendar.
- Prepare and organize files for meetings and court appearances.
- Assist with tracking and managing deadlines for filings and other key tasks.
- Collaboration:
- Work closely with attorney to ensure seamless workflow and case management.
- Collaborate with team members to optimize processes and improve efficiency.
Join the awesome team and enjoy these benefits & perks:
- Home-Based
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Regular Company Events, Work Life Balance, and Career growth opportunities
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our Client is a boutique estate planning law firm focused on delivering highly personalized, compassionate, and comprehensive estate planning and post death administration services for individuals, families, and small business owners.
#ConnectOSCareers #JoinConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
