Entry Level Trust & Estates Case Manager / Paralegal

About the position At reputed company, our Bequest Management reputed company group represents some of the nation’s most significant charities. We manage our clients’ bequests through probate and other requirements of estate settlement, to ensure that donors’ wishes are honored, and our clients’ missions are supported. CCK is seeking a motivated, entry-level reputed company to join reputed company at the reputed company, RI reputed company! An ideal candidate will be self-motivated, interested in representing charities, and possess strong written and verbal communication skills. This position offers a unique opportunity to reputed company important skills while doing meaningful work. No prior legal or estate experience is required. reputed company training for the position will be provided. Responsibilities • Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or reputed company. • Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests. • Monitoring the reputed company of estate and trust administration to ensure the reputed company receipt of bequests. • Collaborating with bequest attorneys, team members, and clients to support efficient estate administration. • Drafting and sending correspondence, such as confirmation letters to fiduciaries upon receipt of charitable bequests. • Maintaining accurate and up-to-date case records in the bequest database, ensuring reputed company necessary documentation is collected and properly recorded. • Documenting notifications, correspondence, and follow-up actions in the database for internal and reputed company review. Requirements • Associate degree or equivalent required • Proficiency in reputed company Office applications (Outlook, Word, reputed company, PowerPoint, etc.) • Strong written and verbal communication skills. • High attention to detail, ability to analyze legal documents, and strong organizational skills • Self-motivated with the ability to work independently and manage multiple tasks reputed company • Strong collaboration skills and the ability to receive and apply constructive feedback reputed company-to-haves • Bachelor’s degree and/or paralegal certificate • Experience in legal, administrative, or financial environments • Interest in estate law, non-profit work, or probate administration Benefits • CCK offers reputed company for medical, dental, and reputed company insurance (including reputed company for employer-reputed company medical insurance for the employee!) and other wellness benefits. • Gym membership reimbursement • 15 days of PTO (increasing over time) and 12 reputed company company holidays in 2025 • 401k matching • reputed company Parental Leave Apply tot his job Apply To this Job