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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in legal research, document drafting, and case management, with proficiency in Leap, Wealthdocs, and financial analysis software. Strong communication skills facilitate effective client interactions and coordination with courts.
Highest-signal resume keywords
Legal ResearchDocument DraftingLeap Case Management SoftwareWealthdocs Document Creation SoftwareClient Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Legal ResearchDocument DraftingCase ManagementFinancial AnalysisAttention to Detail
Soft Skills
Excellent Communication SkillsSelf-StarterClient Triage Conversations
Tools & Technologies
Leap Case Management SoftwareWealthdocsElderdocsAsset+MapRightCapitalNitrogenRiskalyze
Industry Keywords
ProbateGuardianshipsConservatorshipsDeedsCertificates of Trust
About the role
Key responsibilities & impact- Provide legal support to the law firm
- Conduct legal research and assist with case preparation
- Input new-client data into Leap case management software
- Input data into Wealthdocs and Elderdocs for document creation
- Select clauses consistent with client design sheets, dictated memos, and desired results
- Add custom clauses in Wealthdocs and Elderdocs
- Input client-provided financial information into Asset+Map, RightCapital, Nitrogen, and Riskalyze
- Draft opening and closing documents for Probate, Guardianships, Conservatorships, and other case types under attorney supervision
- Draft deeds and certificates of trust
- Electronically file deeds and certificates of trust
- Coordinate with clients and interact with courts and clients by phone or Zoom
- Work with the internal team to ensure timely delivery of services and meet client expectations
Requirements
What you’ll need- Flexible to US hours
- Reliable internet
- Quiet and private work environment
- Fluent in English sufficient to interact directly with courts and clients by phone or Zoom calls
- Ability to have client triage conversations
- Great attention to detail
- Self-starter
- Excellent written and verbal communication skills
- Ability to conduct legal research
- Ability to draft legal documents
- Ability to manage case-related tasks and meet deadlines
- Experience or ability to use Leap case management software
- Experience or ability to use Wealthdocs and Elderdocs document creation software
- Experience or ability to use Asset+Map, RightCapital, Nitrogen, and Riskalyze financial analysis software
Benefits
Comp & perks- Global exposure
- Full-time remote work setup
- Client equipment provided
- HMO on 3rd month of employment
- Diverse challenges
- Supportive team collaboration
- Inclusive and diverse workplace
- Secure legal employment through Employer of Record services
- Competitive packages
- Career growth opportunities
- Fully supported hiring and onboarding process