Case Manager

Overview

This role is a full-time, remote opportunity for a Remote Case Manager in the Estate Planning Department. The position is based in the Washington, DC area for the organization, but the case management work will be performed remotely from South Africa.

Training is provided. Legal field experience is preferred but not required.

Responsibilities

• Communicate with clients throughout the estate planning process, including sending welcome emails, responding to emails and phone calls, and providing timely follow-up.
• Schedule client appointments, document reviews, and signing ceremonies; share drafts and completed documents with clients.
• Create and implement communications and workflows in Lawmatics, using automated messages, reminders, and tasks alongside personal follow-up.
• Support clients enrolled in the firm’s Diligence Plan by coordinating appointments, document updates, and signing arrangements.
• Track case progress, identify delays and overdue deliverables, and coordinate with team members to keep matters on track.
• Provide weekly updates on completed work, current priorities, and upcoming appointments and deliverables.
• Prepare and share PDFs of signed or updated documents and coordinate closing communications.

Requirements

• Strong ownership of follow-through and attention to detail.
• Ability to manage multiple matters at once, notice missing or overdue items, and follow up to ensure next steps are completed.
• Excellent organizational skills and ability to closely follow established policies and procedures.
• Strong written and verbal communication skills, including impeccable spelling and grammar.
• Ability to prioritize tasks, track deadlines, and follow through consistently.
• Proficiency in Microsoft Word and Excel.
• Ability to learn new software and technology, including Lawmatics.
• Ability to remain focused and productive throughout the workday in a remote environment.
• Experience in the legal field, particularly estate planning, client service, or case coordination, is preferred but not required.

Technology Requirements

Must have (or be willing and able to obtain within two weeks of your start date):

• Computer with:
  • Windows 11 or newer
  • 16 GB RAM minimum
  • 500 GB SSD or larger
  • Intel Core i5 10th Generation processor (or equivalent) minimum
  • External mouse
  • Webcam
  • Quality headset with microphone
  • UPS or inverter for uninterrupted power
• Internet connection with:
  • Minimum 100 Mbps
  • Uncapped service
  • Ethernet connection (Wi-Fi is not acceptable)

Compensation & Benefits

• $1,100–$1,300 per month after bonus payments, paid in U.S. Dollars.
• A significant portion of compensation will be an objective, metrics-driven bonus plan.

Location & Schedule

• Remote work from South Africa.
• Approximately 40 working hours per week, Monday through Friday.
• Hours are approximately 9:00 am to 6:00 pm Eastern Time, which corresponds to 3:00 pm/4:00 pm until 12:00 am/1:00 am South African Standard Time, depending on the time of year.

Application Instructions

• Upload your resume and cover letter as a PDF.
• When asked: “Anything you would like to add?” your response should contain only the spelling mistake you found in this job posting.
• Applications that are not compliant with the instructions will be discarded without review.