Legal Assistant
AI Summary
A Legal Assistant drafts and prepares estate planning documents, communicates with clients, schedules appointments, maintains case files in Clio/CaseStatus, and coordinates signing meetings under the supervision of a supervising attorney.
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 and client-focused Legal Assistant to support the supervising attorney and legal team throughout the estate planning process.
The role involves preparing and drafting estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and deeds, as well as communicating with clients, scheduling appointments, providing case updates, and coordinating signing meetings.
The ideal candidate is highly organized, responsive, and detail-oriented, with strong written and verbal communication skills and the ability to manage multiple priorities in a fast-paced environment.
Responsibilities
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and deeds, using firm templates and attorney instructions.
Communicate with clients regarding case status, document drafts, next steps, and appointments.
Prepare and organize estate planning binders and signing documents, ensuring accuracy and proper execution.
Maintain accurate physical and digital case files and update client information, documents, tasks, and notes in case management systems such as Clio or CaseStatus.
Track case timelines, deadlines, and workflows, proactively flagging required actions to attorneys.
Conduct limited legal research and assist with assembling complex trust packages under attorney guidance.
Coordinate with attorneys, intake specialists, administrative staff, and other legal assistants to ensure smooth case progression.
Finalize and organize executed documents, assemble post-signing binders, and assist with deed recording and follow-up.
Qualifications
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
Professional, empathetic, and client-service-focused approach.
Proficiency in Microsoft Word, Outlook, and Excel.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Strong ability to follow established processes, maintain accurate records, and meet deadlines.
Ability to work effectively independently and as part of a legal team.
Previous experience in estate planning, legal support, or a similar role is preferred.
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.
Work Schedule: Monday–Friday | 10:00 PM–6:00 AM Manila Time
Work Setup: Remote
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.
Skills
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