Estate Planning Reviewer (US Legal Automation and Technology,Home-based)
ConnectOS, Philippines
Job Description
Salary: P70,000 to P100,000 (Monthly Package)
Schedule: Monday Friday (09:00 AM - 06:00 PM EST)
What are we looking for?
Skills Required:
- Experience working in a US law firm.
- Minimum of 5 years of experience in estate planning or a related field.
- Strong understanding of US estate planning concepts and principles.
- Excellent attention to detail and analytical skills.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- Proficiency in Microsoft Office suite and estate planning software like Wealth Counsel, Clio etc.
- Exceptional communication and interpersonal skills.
What will you do?
- Review and evaluate Estate Planning Documents
- Conduct research on relevant legal issues, statutes, and regulations to support the attorneys in case preparation and strategy.
- Drafting documents such estate planning, powers of attorney, representation agreements, etc.
- Maintain organized and accurate client records, ensuring all documents and communication are properly documented and easily accessible.
- Must be open to other task that may assign by the management.
Join the awesome team and enjoy these benefits amp; perks:
- Home-based
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is a Software Development Company based in Austin, Texas, that aims to assist large enterprises in achieving significant revenue growth through the implementation of embeddable legal products. Their mission is to ensure access to essential legal documents such as Wills, Trusts, and Powers of Attorney for everyone. They plan to extend their expertise in B2C legal technology by offering services such as estate planning, business formations, divorces, and prenuptial agreements through various platforms.
#ConnectOS #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes