Trust and Asset Manager

2 days ago

North Nazimabad Town, Pakistan beBeeEstate Full time 900,000 - 1,225,000

Job Title: Trust and Asset Manager

Location: North Nazimabad Town, PK

About the Role:

  • Represent clients in legal proceedings in both New Jersey and Pennsylvania, managing your own caseload of Elder Law and Estate Planning cases.
  • Meet with clients in person and lead a team consisting of a paralegal and support staff on a client's legal needs.

Responsibilities:

  • Represent clients in court proceedings.
  • Draft and prepare estate planning documents, including wills, trusts, powers of attorney, living wills, and guardianship pleadings.
  • Ensure compliance with all legal standards and regulations related to elder law and estate planning.
  • Manage administrative and operational functions to ensure smooth practice operations and client satisfaction.
  • Advise clients on business and legal transactions.
  • Negotiate settlements for legal disputes and resolve cases effectively.

Requirements:

  • Licensed to practice law in New Jersey and Pennsylvania.
  • Minimum of 4 years of legal experience.
  • 2-3 years of experience in elder law and/or estate planning preferred.
  • Familiarity with various legal documents related to estate planning and elder law.
  • Strong analytical and problem-solving skills.
  • Ability to build rapport and establish trust with clients.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office and Excel.
  • A go-getter with a strong work ethic and a proactive attitude.
  • Knowledge of Amicus Attorney Case Management Software is a plus but not required.
  • Ability to convey confidence in person, on the phone, and in court.
  • Demonstrates empathy for clients, providing reassurance during challenging times.
  • Detail-oriented, ensuring quality and precision in all tasks.
  • Outcome-oriented with a focus on delivering results.
  • Stable, with strong processes and a structured approach to work.
  • Team-oriented, cooperative, and collaborative with colleagues.
  • Honesty and a commitment to maintaining ethical and trustworthy actions in all professional dealings.

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