Case Manager/Paralegal (Estate Planning)

Do you want to wake up every day and provide peace-of-mind to real, hard-working families?

AlerStallings law firm is looking for Case Manager (CM). Our CM is a mix of a paralegal and office manager. The CM Team is recognized as the Engine of AlerStallings that drives this company forward.

As a CM, you would be responsible for (1) running client meetings, (2) drafting start-to-finish legal documentation, and (3) being the front-line to assist in all client support legal questions.

We are an estate planning law firm. That means we plan, or deal with in real time, everyday life events – marriage, kids, retirement, sickness, and death. On the worst day of our clients' lives, we're often their first call. That responsibility is huge, and we do not take it lightly. Our heart, patience, and compassion separate us from other firms.

And it is working. We remain one of the largest estate planning companies in Ohio, with close to 20 offices and having helped thousands of Ohio families.

What we ask

· Client Service Excellence: Providing excellent customer service to our clients, particularly demonstrating the patience and communication excellence necessary to connect with our clientele.

· Be The Engine: Ensure our Attorney teams are supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don't stop moving forward.

· Transactional Excellence: the estate planning practice has numerous cases, calls and other responsibilities concurrently happening each day, so team members must be world-class at prioritization, organization, and execution to succeed in this role.

What we need:

• Two (2) years+ of legal experience.
• Excellent grammar, spelling, writing and proofreading skills.
• Excellent with Microsoft Office suite (including Teams).
• Willingness to travel between our office locations, as needed.
• Current Notary, or willingness to obtain.
• Estate Planning, Administration, and Elder Care law experience is preferred.
• GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.

What we provide:

· CM Captains – you will have a dedicated supporting CM Team Members that help you manage your (1) workload, (2) drafting support and (3) policy and training needs.

· Competitive Salary - $60,000 - $80,000.

· Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.

WORK SCHEDULE

Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. We also pay overtime.

If you feel that you would be right for this Estate Planning Paralegal position, please fill out our initial application. We look forward to meeting you!

Learn more at www.alerstallings.com

Compensation details: 60000-80000 Yearly Salary

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