Estate Planning Paralegal – Funding Support
About this role
About Us
RecruitGo is a leading Employer of Record (EOR) company specializing in bridging top talent in emerging markets with global clients. Our services enable businesses to hire, manage, and pay employees internationally with ease. We are committed to providing seamless and efficient solutions to our clients and fostering a dynamic and inclusive work environment for our team.
Position Overview
RecruitGo is seeking a detail-oriented Estate Planning Paralegal – Funding Support to assist with drafting and proofreading legal documents, managing client records, and tracking estate funding matters. The ideal candidate has excellent English communication skills, strong attention to detail, and legal document drafting experience.
Responsibilities
Draft funding documents using HotDocs automation software and other templates
Reviewing documents, email, and other communications for accuracy and completeness
Attend weekly team meetings and trainings via Teams and Zoom
Support the Funding Team with administrative tasks
Some email or texting communication with clients may be required
Assisting Funding team with scheduling appointments with clients, including sending reminders and following up on any unscheduled appointments or reschedulings
Maintaining organized electronic client files
Updating client information in firm’s management database (Actionstep)
Monitoring the progress of assignments and bringing conflicts to the attention of the responsible paralegal or attorney
Assure efficient and effective use of estate planning software. Identify training needs and make the necessary arrangements. Identify system problems and work with the System Administrator to find solutions
Utilize computers and appropriate software to perform tasks in an efficient manner and according to the company’s best practices
Participate in training programs to learn and incorporate new computer skills and operational methods to meet the prevailing company’s best practices as required for the position
Exercise careful use of equipment and software and be wary of all cybersecurity threats that may arise
Review the upcoming calendar to plan ahead for deadlines
Track the status of funding matters and flag stalled or incomplete items
Send text reminders to clients using firm’s software
Qualifications
Must-Have:
Excellent attention to detail
Prior experience drafting and proofreading legal documents and use of drafting templates is essential
Expert knowledge of English grammar and punctuation
Excellent spoken and written English
Experience using Microsoft Word
Strong writing skills and good communication; Will use Microsoft Outlook email/Microsoft Teams/Zoom to communicate with the team; Familiarity with American culture and customs is a plus
Self-starter and able to work independently, know which tasks to prioritize, and problem solve
We want someone who is an attorney in the Philippines. It is ok if they have not passed their bar exam, but they must have successfully graduated from law school.
Strict confidentiality, as they will handle personal and financial information from clients
Nice-to-Have:
Three years of experience as a paralegal, preferably within Estate Planning
Experience drafting and reviewing wills, trusts, deeds, and entities is very helpful
Experience using HotDocs or similar software, WealthCounsel templates, Westlaw Form Builder or similar software
Why RecruitGo?
RecruitGo seamlessly links world-class business partners with top-tier global talent in emerging markets. Secure legal employment through our Employer of Record services and embark on a journey to unparalleled professional opportunities.
Salary Range:PHP 35,000 - PHP 53,000 (depending on qualifications)
Work Setup:Work-from-home in the Philippines
Work Schedule: 40 hours per week with an expectation of 3:00 PM to 12:00 AM (which correlates to 2:00 AM – 11:00 AM in the US on CDT)
Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
Team Collaboration:Join forces with a supportive team, where your insights and contributions are valued.
Inclusivity:Be part of an inclusive and diverse workplace that values your contributions. Work with the internal team to ensure timely delivery of services to clients and ensure that client expectations are met.
RQ1442
Originally posted on Himalayas