Paralegal - Probate

Salary: P70,000 – P84,000 (Monthly Package)

Schedule: Monday – Friday (09:00 AM - 05:00 PM CST)

What are we looking for?

Skills Required:

• Bachelor’s degree in paralegal studies, Legal Studies, or a related field.
• 3+ years of experience as a paralegal, with specific experience in estate planning and probate law.
• Proficiency in legal research and document drafting.
• Strong interpersonal and communication skills to interact with clients and other professionals.
• Excellent organizational skills and the ability to manage multiple tasks simultaneously.
• Knowledge of relevant legal software and tools such as Clio and Wealth Counsel.
• Ethical, discreet, and committed to maintaining client confidentiality.

Nice to Have:

• Ability to pivot and be hands on with day-to-day responsibilities for the firm (phone calls, client intake, lawyer support).
• JD Degree highly preferred.
• Knowledge of legal industry-specific terminology and trends.

What will you do?

• Client Interaction: Serve as the primary point of contact for clients, providing updates on case progress, answering inquiries, and maintaining a professional and empathetic demeanor when working with individuals and families.
• Drafting Documents: Prepare wills, trusts, powers of attorney, and other legal documents, ensuring they comply with relevant laws and regulations.
• Medicaid planning – assist with compiling required documents and information related to Medicaid planning.
• Assistance with Trust funding process – Assist with asset reconciliation process, provide recommendations, and create a final draft for approval of principal attorney. Also includes follow-up with clients post delivery.
• Monitor case load, deadlines, and principal attorneys email.
• Probate Administration: Assist with the administration of estates, including filing necessary court documents, communicating with beneficiaries, and managing the probate process from start to finish.
• Legal Research: Conduct research on relevant legal issues, statutes, and regulations to support the attorneys in case preparation and strategy.
• Record Maintenance: Maintain organized and accurate client records, ensuring all documents and communication are properly documented and easily accessible.
• Scheduling and Calendar Management: Manage attorney schedules, including court dates, client meetings, and deadlines, to ensure efficient time management and case progression.
• Billing and Financial Records: Monitor and track billable hours and assist in managing the financial aspects of the principal attorney.
• Others: Openness to other work tasks the management might request.

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• 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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

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 bespoke law firm with offices in Norman, Oklahoma. Dedicated to helping Oklahomans preserve wealth and leave an impactful legacy for generations to come.

#ConnectOS #TeamConnectOS

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.