Job Description
About Us
Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.
Responsibilities
- Draft estate plan documents using Wealth Counsel and the law firm's preferred structures and language
- Draft grant deeds and attendant real property documents
- Draft business assignments after reviewing business operating agreements
- Manage a large caseload
Matrix of Tasks
Daily
- Review estate planning assignments and prioritize work load
- Complete estate plan drafts
- Draft deeds, assignments, and other funding documents
- Revise estate planning documents at the direction of the attorneys or lead paralegal
Weekly
- Provide status updates to lead paralegal and attorneys
Education & Experience
- 3+ years experience drafting estate plan documents
- Wealth Counsel experience preferred but not required
- Drafting software experience required
- Probate and Trust Administration experience nice to have but not required
Key Performance Indicators & Scorecard
- Estate plans are drafted within one week of ready to draft date
- Respond to all team communications within 24 (business) hours
- Keep team (attorneys and lead paralegal) informed of progress
- Minimal errors in client documents
- 100% of time entries are recorded in Clio by the end of each business day
Work Arrangement: Home-Based
Work Schedule: Monday -Friday -11pm - 8am
Must Have atleast 20mbps internet connection
Note: As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.
By clicking on the I'm Interested button I hereby allow Outsourced Quality Assured Services, Inc. (Outsourced) to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
