Entry Level Trust & Estates Case Manager / Paralegal

 At Chisholm Chisholm & Kilpatrick LTD, our Bequest Management practice 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 professional to join our team at the Providence, RI Headquarters! 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 gain important skills while doing meaningful work. No prior legal or estate experience is required. All training for the position will be provided.

Responsibilities:

After completing training on trust & estates, probate, and estate settlement, a Trust & Estates Case Manager will be responsible for:

• Reviewing, interpreting, and editing legal documents, including wills, trusts, waivers, receipts, releases, inventories, and accountings, ensuring accuracy before submission to the bequest attorney or client.
• Communicating directly with financial institutions, estate and trust fiduciaries, and/or their legal representatives to facilitate the efficient collection of charitable requests.
• Monitoring the progress of estate and trust administration to ensure the timely 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 all necessary documentation is collected and properly recorded.
• Documenting notifications, correspondence, and follow-up actions in the database for internal and client review. 

Minimum Qualifications:

• Associate degree or equivalent required
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, 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 efficiently
• Strong collaboration skills and the ability to receive and apply constructive feedback

Preferred Qualifications:

• Bachelor’s degree and/or paralegal certificate
• Experience in legal, administrative, or financial environments
• Interest in estate law, non-profit work, or probate administration

Compensation & Benefits:

• Starting annual salary is $42,500
• CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits.
• Gym membership reimbursement 
• 15 days of PTO (increasing over time) and 12 paid company holidays in 2024
• 401k matching
• Paid Parental Leave

Additional Details:

• This role will be required to report to the CCK Headquarters in Providence, RI daily for the first month of training. After training is complete there will be an opportunity for a hybrid schedule based on performance. 
• This is a full-time position. Hours are Monday through Friday 8:00AM to 4:30PM

To apply, the following items are required for consideration:

• Cover letter
• Resume

CCK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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