US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
12/06/2025
Full time
US Job Description Firm Information Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 offices in the United States, Europe, the Middle East and Asia, operate as one global partnership to drive progress for our clients, for ourselves and for our communities. Position Summary This executive assistant role is responsible for providing high-level, executive and confidential administrative support. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Job Duties and Responsibilities Specialized legal support leading to exceptional client service. Calendar management and scheduling with meticulous attention to detail, including proactively identifying and monitoring matter-related deadlines, and organizing and creating invitations for internal and external events to include all pertinent details (zoom links, locations, contact information), often across time zones and multiple busy calendars. Liaise with internal and external clients and support services (e.g. IT, Travel, and Office Services as well as external vendors) on behalf of the attorney and the practice team as it pertains to scheduling of meetings, events and travel. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. Track all follow-up requests (meetings, materials, deliverables). Approach all client interactions, either in writing, by telephone or in person, with professionalism, discretion, and diplomacy, as a representative of the attorney, the practice team and the Firm. Prepare and/or disseminate schedules, notifications, agendas, minutes, and meeting materials. Proactively prepare or coordinate preparation of background materials and due diligence for meetings to ensure attorney is prepared for meetings, events and interactions. Prepare/draft legal documents as required, including exhibits for trial or closings, trial/closing binders, correspondence, notices, pleadings, and memoranda. Build and maintain an effective working relationship with personnel at all levels. Effectively manage communications with high-level internal and external constituents. Process Matter Opening Forms promptly, ensuring timely follow up and assignment and communication of matter numbers. Maintain an ongoing status list of MOFs and new matters opened. Contribute to success of the attorney's financial and client growth goals. Independently prioritize, research, and follow up on multiple incoming issues and concerns addressed to the attorney, including those of sensitive and/or confidential nature; recommend appropriate course of action, referral, and/or response. Maintain Outlook contacts lists, promptly adding new contacts upon introduction to the attorney and keeping up-to-date as contact information changes. Work in conjunction with Firm's Business Center to ensure prompt processing of all expenses. Process timesheets daily, drafting entries and following up as appropriate. Onsite responsibilities may include meeting clients in a professional manner; use of standard office equipment, including copiers and scanners; maintaining physical files; reviewing jobs for quality assurance; and providng support to attorneys outside of team assignments Provide support outside of standard working hours, including during evenings and weekends as needed. Additional duties as assigned. Corporate Tasks as required Westlaw/Research: Perform internet research. Request UCC lien/litigation/bankruptcy searches from various entities (both state and county). Request certified copies of formation documents from various entities (both state and county); File formation documents with various entities (both state and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (i.e., for purposes of tax filings); Retrieve documents from files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings with court, delivery of documents to counsel and other types of errands. Depositions: Schedule court reporter for hearing and/or depositions, download transcript, and/or send to client for review. Job duties and responsibilities included are not exhaustive and may be supplemented as necessary. Reed Smith reserves the right to revise or modify job duties and responsibilities at any time. Requirements Education: Two years of college or equivalent experience required. College degree or equivalent experience is preferred. Experience: Five plus years experience in a high-level administrative support position. Experience in a law firm or other professional services firm preferred. Skills: Expert organizational skills Top-notch time management skills Streamlined and polished communication style Problem-solving orientation Ownership of the role and the responsibilities Meticulous attention to detail Ability to remain calm and poised in times of high stress Additionally: Mastery of Microsoft Office suite, including ability to create PowerPoint presentations, Excel spreadsheets, and Word documents Advanced Outlook skills including the calendaring and task functions Facility with Zoom and MS Teams Ability to handle confidential and sensitive matters professionally and with discretion Ability to resolve issues quickly, effectively, and diplomatically and to make appropriate recommendations Good decision maker, strategic thinker and proven ability to manage time, people and resources in order to meet deadlines Demonstrated ability to take initiative, manage projects and handle multiple competing priorities Flexibility and ability to adapt to constantly changing priorities Project management skills/training, a plus Other Supervisory Responsibilities: None Equipment To Be Used: Personal computer and other office equipment such as telephone, calculator, fax, machine, copier, scanner, etc. Essential Job Functions: Ability to deal with stress associated with a fast paced work environment, including handling the demands of multiple tasks on a daily basis. Ability to utilize technology, including computers and telecommunication devices. Ability to handle multiple tasks and diverse work problems on a daily basis and complete assignments within set timelines. Ability to work well as a member of a team and make judgment decisions and handle daily responsibilities with little or no supervision. Ability to adapt to changing work situations and grasp and apply new ideas. Ability to sit and/or stand for prolonged periods, intense eye usage, and finger, hand and wrist dexterity associated with prolonged computer use. Ability to use independent judgment and discretion and adapt to changing work situations. Ability to effectively communicate with various personalities at all levels. Ability to work a minimum of 3 days in the office (and up to 5 days if required) as a member of the EA team that is required to provide coverage in the office 5 days a week Working Conditions: You will be required to work in the office a minimum of four days per week. You may occasionally be required to work hours in excess of your normal daily schedule. The specifics of your weekly schedule will be discussed with your direct supervisor. Pay Ranges: This represents the presently anticipated low and high end of Reed Smith's pay range for this position. Actual pay may vary based on various factors, including but not limited to location and experience. This is a non-exempt position. The hourly wage range for this role is $31.50 to $38.70, with an estimated annual compensation range of $65,550 to $80,500, based on expected hours. Employee Benefits Overview Our comprehensive benefits package includes: 401(k) Retirement Plan Medical Insurance Health Savings Account (HSA) Virtual Health Services Dental Insurance Vision Insurance Accident Insurance Hospital Indemnity Insurance Critical Illness Insurance Life Insurance Short-Term Disability Coverage Long-Term Disability Coverage Flexible Spending Accounts (FSA) Lyra Health Employee Assistance Program (EAP) Paid Family Leave (for eligible Exempt and Non-Exempt staff) College Savings Plan Transportation Benefit Back-up Child Care Services College Coach Program Pet Insurance Paid Sick Time (for Exempt staff) Paid Time Off (available to all full-time, non-temporary employees) Reed Smith offers a challenging work environment, business casual dress code and a total compensation package that includes a competitive salary, flexible benefits program, tuition assistance, and generous 401(k) plan. Reed Smith is an Equal Opportunity Employer with Core Values of Integrity, Excellence, Teamwork & Respect, Innovation, and Impact. Reed Smith also provides reasonable accommodations in accordance with law, including in the application and interview process. Qualified candidates only. No search firms.
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position - it's a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company We're an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growth-work alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PI5b5c4be5c5-
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position - it's a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company We're an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growth-work alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PI5b5c4be5c5-
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
12/06/2025
Full time
Legal Assistant - Medicaid Eligibility Specialist - MO HealthNet/Long-Term Care Applications We are seeking a detail-oriented, compassionate, and highly organized Medicaid Eligibility Specialist to prepare, submit, and follow through on long-term-care Medicaid applications for clients. This is NOT a government caseworker position its a client-facing role inside a private elder law firm where you will have the time, support, and resources to do it right without overwhelming caseloads. This position is ideal for: Former or current DSS/FSD Eligibility Specialists Former Income Maintenance Caseworkers Hospital-based Medicaid Eligibility Workers Skilled nursing facility admissions/Medicaid coordinators Elder Law Firm Legal Assistants or Paralegals Anyone with hands-on MO HealthNet eligibility experience Compensation: $55,000 Responsibilities: Prepare, submit, and manage MO HealthNet / Medicaid long-term-care applications Review client income, assets, bank statements, deeds, and financial documents Communicate with DSS caseworkers and follow up on application status Guide families through spend-down rules, asset documentation, and required verifications Maintain accurate case notes and workflow within our systems (Actionstep, Lawmatics) Work closely with attorneys, paralegals, and funding coordinators Provide updates to clients and explain Medicaid eligibility requirements in simple, understandable terms Track deadlines, respond to Requests for Information (RFI), and support clients through the approval process This is a role where you are part of a team, not overwhelmed with 300+ cases and impossible deadlines. Qualifications: Required: Hands-on Missouri Medicaid eligibility experience (MO HealthNet preferred; LTC experience strongly preferred) Experience with: DSS/FSD eligibility processing Nursing home Medicaid applications Spend-down rules Asset verification Adjusted income calculations Ability to explain complex rules in a clear, friendly, non-legal way Strong communication and client service skills High attention to detail and follow-through Ability to handle sensitive family situations with empathy Preferred but not required: Background in a hospital financial counseling or SNF admissions office Social work or human services background About Company Were an established, forward-thinking law firm with offices in Creve Coeur and St. Charles, Missouri , representing clients in Missouri and Illinois. We help families protect what matters most through strategic estate planning and elder law services. Our firm is successful, profitable, and poised for growth. Benefits Supportive, client-focused team that values work-life balance. Opportunity to make a direct impact, helping families protect their homes, assets, and legacies. Professional growthwork alongside experienced attorneys in a boutique law firm environment. Competitive compensation package including 401(k) with employer match, health insurance, paid time off, and more. Are you ready to join an award-winning and dynamically growing organization with unlimited potential? If you think you would be a great fit for our team, we want to hear from you! Please send your resume and cover letter to our staff, standing by to bring you aboard. Compensation details: 0 Yearly Salary PIc5c30e12300b-0970
About Us Gilfix & La Poll Associates LLP is a nationally recognized estate planning and elder law firm with deep roots in the community. For more than 40 years, we have helped thousands of families plan for the future, care for loved ones, create and protect legacies with compassion and excellence. We are a close-knit, collaborative team that values warmth, integrity, and balance. Our attorneys and staff share a deep sense of purpose in serving clients and families with thoughtful, high-quality legal work - and in supporting one another along the way. About the Role We are seeking an Estate Planning Attorney with at least 4 years of relevant experience to join our firm. This is an opportunity to make a meaningful difference in clients' lives while building your career in a collegial and supportive environment. The ideal candidate is smart, warm and personable, an excellent listener, and thrives in a team-oriented practice. You will handle various aspects of estate planning and administration, while enjoying a healthy work-life balance in a firm that truly values its people. What We Offer Competitive salary ($150,000 - $185,000, depending on experience), plus discretionary bonuses with a chance to grow Comprehensive health and dental insurance 401(k) with employer contribution Paid vacation and holidays Mentorship and professional development opportunities and support A supportive and collegial team culture The opportunity to do meaningful, client-focused work in a firm that is both established and forward-thinking Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Work Location: In person
12/06/2025
Full time
About Us Gilfix & La Poll Associates LLP is a nationally recognized estate planning and elder law firm with deep roots in the community. For more than 40 years, we have helped thousands of families plan for the future, care for loved ones, create and protect legacies with compassion and excellence. We are a close-knit, collaborative team that values warmth, integrity, and balance. Our attorneys and staff share a deep sense of purpose in serving clients and families with thoughtful, high-quality legal work - and in supporting one another along the way. About the Role We are seeking an Estate Planning Attorney with at least 4 years of relevant experience to join our firm. This is an opportunity to make a meaningful difference in clients' lives while building your career in a collegial and supportive environment. The ideal candidate is smart, warm and personable, an excellent listener, and thrives in a team-oriented practice. You will handle various aspects of estate planning and administration, while enjoying a healthy work-life balance in a firm that truly values its people. What We Offer Competitive salary ($150,000 - $185,000, depending on experience), plus discretionary bonuses with a chance to grow Comprehensive health and dental insurance 401(k) with employer contribution Paid vacation and holidays Mentorship and professional development opportunities and support A supportive and collegial team culture The opportunity to do meaningful, client-focused work in a firm that is both established and forward-thinking Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Work Location: In person
We are seeking a highly experienced and credentialed Tax Supervisor to join a fast-paced, remote startup environment. This role is crucial for managing the compliance process and leading a small team, requiring deep technical knowledge of S-Corps, Partnerships, and Individual tax law across specialized industries. Location: Remote (USA) Employment Type: Full-Time, Direct-Hire with Benefits. Key Responsibilities (Implied): Tax Compliance: Oversee and manage tax preparation and review for a diverse client base, primarily focusing on S-Corporations (1120S), Partnerships (1065), and Individuals (1040). Team Leadership: Utilize 2+ years of experience managing a small team of tax preparers to ensure timely and accurate completion of all tax engagements. Technical Expertise: Apply strong knowledge of direct tax law to complex scenarios within the professional services, technology, real estate, and financial services industries. Process Optimization: Actively work to simplify and optimize complex tax processes to drive efficiency in a startup environment. Communication: Serve as a clear communicator, providing guidance and fostering a culture of accountability and excellence. Qualifications & Mandatory Skills: The following professional credentials and experience levels are mandatory for this leadership role: 7+ years of work experience with S-Corporations (1120S), Partnerships (1065), and Individuals (1040). 2+ years of experience managing a small team of tax preparers. A CPA, EA, or tax attorney credential. Bachelor's or Master's degree in Accounting or Taxation. Strong knowledge of direct tax law. Enthusiasm for a fast-paced startup environment. Nice-to-Have Experience: Experience with corporations (1120), estate planning, trusts, and gifts. Private equity and venture capital (funds) experience.
12/05/2025
Full time
We are seeking a highly experienced and credentialed Tax Supervisor to join a fast-paced, remote startup environment. This role is crucial for managing the compliance process and leading a small team, requiring deep technical knowledge of S-Corps, Partnerships, and Individual tax law across specialized industries. Location: Remote (USA) Employment Type: Full-Time, Direct-Hire with Benefits. Key Responsibilities (Implied): Tax Compliance: Oversee and manage tax preparation and review for a diverse client base, primarily focusing on S-Corporations (1120S), Partnerships (1065), and Individuals (1040). Team Leadership: Utilize 2+ years of experience managing a small team of tax preparers to ensure timely and accurate completion of all tax engagements. Technical Expertise: Apply strong knowledge of direct tax law to complex scenarios within the professional services, technology, real estate, and financial services industries. Process Optimization: Actively work to simplify and optimize complex tax processes to drive efficiency in a startup environment. Communication: Serve as a clear communicator, providing guidance and fostering a culture of accountability and excellence. Qualifications & Mandatory Skills: The following professional credentials and experience levels are mandatory for this leadership role: 7+ years of work experience with S-Corporations (1120S), Partnerships (1065), and Individuals (1040). 2+ years of experience managing a small team of tax preparers. A CPA, EA, or tax attorney credential. Bachelor's or Master's degree in Accounting or Taxation. Strong knowledge of direct tax law. Enthusiasm for a fast-paced startup environment. Nice-to-Have Experience: Experience with corporations (1120), estate planning, trusts, and gifts. Private equity and venture capital (funds) experience.
Beacon Pointe Advisors LLC
Newport Beach, California
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Strategist. Such a candidate may be located nationwide, with the potential for hybrid or remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Strategist will work primarily with families with net worth below the Federal estate tax exemption. The candidate must be able to diagram a client's estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities. The candidate should have experience in trust and estate planning or administration and act as a subject matter expert in at least one of the following planning areas: wealth transfer, charitable, retirement, business succession, or insurance. They should be comfortable representing the firm with prospects, clients, and centers of influence, including speaking at industry events. Responsibilities include, but are not limited to: Ownership of the wealth planning for HNW/UHNW clients with up to $10M AUM. Assessment of estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple and complex estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least two years' experience working in estate planning or trust and estate administration required. At least one year of legal experience required to be within a law firm focusing in estate planning, practicing as a licensed attorney. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. Additional designations (CTFA, CFP, etc.) or advanced degrees (LL.M) preferred. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
12/04/2025
Full time
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Strategist. Such a candidate may be located nationwide, with the potential for hybrid or remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives. The Estate Strategist will work primarily with families with net worth below the Federal estate tax exemption. The candidate must be able to diagram a client's estate plan, make recommendations to simplify or improve a client's estate plan, and identify tax-efficient wealth transfer opportunities. The candidate should have experience in trust and estate planning or administration and act as a subject matter expert in at least one of the following planning areas: wealth transfer, charitable, retirement, business succession, or insurance. They should be comfortable representing the firm with prospects, clients, and centers of influence, including speaking at industry events. Responsibilities include, but are not limited to: Ownership of the wealth planning for HNW/UHNW clients with up to $10M AUM. Assessment of estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients. Guidance to advisory teams and clients as to simple and complex estate planning matters. Collaboration and frequent communication within the division and with Wealth Advisors and internal associates - both verbally and in writing. Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars. Identification of solutions and services as sales opportunities. Continued planning knowledge through internal and external firm training, self-study, and industry participation. Other duties as assigned. Qualifications J.D. required. At least two years' experience working in estate planning or trust and estate administration required. At least one year of legal experience required to be within a law firm focusing in estate planning, practicing as a licensed attorney. Competency with financial planning, tax, or research software preferred. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. Additional designations (CTFA, CFP, etc.) or advanced degrees (LL.M) preferred. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
Shoup Legal. A Professional Law Co
Murrieta, California
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIc48bcbf5f78b-6530
12/04/2025
Full time
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIc48bcbf5f78b-6530
Shoup Legal. A Professional Law Co
Corona, California
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIddff7c8df9ac-8181
12/04/2025
Full time
Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIddff7c8df9ac-8181
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
12/04/2025
Full time
Do you have executive-level leadership experience in the areas of real estate, consumer and/or business lending at a mid- to large-size financial institution? Do you have a passion for leading lending strategies that strengthen communities? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we'd love to talk with you about Monterra Credit Union's Senior Vice President and Chief Lending Officer Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $275,000 - $325,000 per year depending on experience Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions 457(b) deferred compensation plan Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY The Senior Vice President & Chief Lending Officer (SVP/CLO) serves as a senior-level executive working with the CEO, executive team, and the Board of Directors to develop the strategic vision of Monterra Credit Union. The CLO is responsible for leading and managing the credit union's lending operations and sales. The CLO is pivotal in ensuring Monterra Credit Union's lending program achieves growth and profitability goals while maintaining the highest level of credit quality and regulatory compliance. The CLO will collaborate with departments throughout Monterra Credit Union to develop strategies and achieve goals. Supervises: VP of Real Estate Lending, VP of Consumer Lending, VP of Credit Risk, and Director of Business Lending, and is responsible for planning, directing, managing, and evaluating all Commercial Lending, Consumer Lending, Residential Real Estate Lending, Secondary Market, foreclosure and loan modification activities, and financial assistance and credit risk management activities for Monterra Credit Union. The position is also a member of the Senior Leadership Team (SLT) providing overall strategic leadership to the organization. PRIMARY RESPONSIBILITIES Plans, organizes and effectively runs all lending lines of business including Commercial Lending, Consumer Lending, and Residential Real Estate Lending including all lending production, compliance and servicing. Also oversees financial assistance, fraud and credit risk functions. Oversees Commercial Lending, Consumer Lending, Residential and Real Estate Lending, and Financial Assistance and Fraud personnel, including coaching and mentoring of direct reports, setting semi-annual goals, conducting semi-annual performance reviews, recommending promotions and salary changes. Proactively drives new strategies by anticipating and planning for future organizational needs, member/product needs, and ensure all staff understands the overall vision in regards to the strategic goals. Serves as a member of the SLT by actively participating in SLT meetings, mentoring and holding peers and staff responsible for all areas that impact the strategic plan, as well as contributes to high quality member service, growth, risk management and profitability of Monterra Credit Union. Participates in developing Monterra Credit Union's Strategic Plan, Annual Business Plan ("Bold Steps"), and Budget. Works with cross-functional teams in carrying out strategic initiatives. Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits. Determines success measures and service levels for Commercial Lending, Consumer Lending, Residential Real Estate Lending, and financial assistance and fraud, and distills relevant performance data for reporting on a monthly basis. Participates on and is a voting member of the Asset-Liability Management Committee (ALCO) in actively managing Monterra Credit Union's interest rate risk, setting pricing on loans and deposits, managing net interest margin, and managing liquidity to ensure strong earnings while staying within Monterra Credit Union's interest rate and liquidity risk tolerances. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra Credit Union's lending-related value propositions while staying within Monterra Credit Union's credit risk tolerances. Coordinates all Loan Committee meetings for review of new Commercial Real Estate loans. Responsible for directing all secondary market activities, including loan sales, investor servicing, mortgage servicing asset valuation. Owner of MeridianLink - LoansPQ system, which includes contract management, receiving/responding to any system notifications and alerts, vendor accountability, compliance, etc. Works closely with the System Administrators and System Subject Matter Experts as needed to ensure the system is working properly and to its fullest extent. Represents Monterra Credit Union in the community by attending community functions and participating on select Boards. Provides hands-on leadership for trouble-debt restructures, loan modifications, and foreclosures. Recruits, selects, motivates, develops and evaluates staff. Completes, understands and utilizes analytics to review and forecast department, product, and various other metric successes. Evaluates the impact and status of various initiatives. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Minimum of a bachelor's degree in a related field. Minimum of 10 years' experience in lending for a mid- to large-size financial institution or mortgage broker Ability to plan, organize and effectively run multi-faceted and dynamic Commercial Lending, Consumer Lending and Residential Real Estate Lending of a mid- to large-size financial institution. Strong leadership skills with a proven ability to lead, motivate, and supervise employees. Current knowledge of all laws, rules and regulations pertaining to lending. Thorough knowledge of all aspects of financial institution operational methods practices and services. Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches. Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans. Strong data analytics capabilities. Ability to evaluate and decision real estate and consumer loan exceptions. Knowledge of Commercial Lending programs, operations and methodologies. Ability to establish and maintain effective working relationship with a diverse group of people including Board Members, regulators, Members, employees, attorneys, vendors, and other parties. Knowledge of financial concepts, systems, operations, methodologies, and stands of performance. Ability to communicate effectively both verbally and in writing. Skill in the operation of a personal computer and word processing, spreadsheet, database, and presentation software and Internet access. Occasional travel may be expected.
Law Offices of E.F. Robinson
Fort Lauderdale, Florida
Empower Families. Transform Lives. Turn the Page. At the Law Offices of E.F. Robinson, we dont just handle caseswe help clients turn the page to a new chapter in their Book of Life. We are seeking an experienced Family Law Trial Attorney who is confident in the courtroom, values independence while working as part of a collaborative team, and is committed to guiding clients with both strength and compassion through challenging transitions. This is an opportunity for a skilled litigator who can manage cases from intake through trial, requires minimal training, and understands how to track billable hours to maximize compensation. If you are looking for a firm where you can work independently while being supported by a dedicated team, provide thoughtful counsel, and be financially rewarded, we want to hear from you. We understand work/life balance, which is the reason why we are looking for a professional who will do what it takes to get the job done while making time for his/her own personal needs. It could be a struggle if you do not have the motivation or skillset to get there. The right candidate will understand that this is important to our entire team and be committed to doing his/her own part so that we can all enjoy a work/life balance. Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. Compensation: $90,000 - $150,000 yearly Responsibilities: Represent clients in family law cases, including divorce, child custody, and spousal support Consider representing clients in guardian advocacy cases (training provided) Conduct legal research, analyze cases, and prepare legal documents such as briefs, pleadings, and appeals Represent clients in court in person and by Zoom as required Represent clients in mediation in person and by Zoom as required Communication with clients with timely responses to their various questions is a must Provide legal counsel and guidance to clients, advocating for their best interests and ensuring fair outcomes Negotiate settlements and participate in mediation or litigation proceedings as necessary Maintain client confidentiality and uphold ethical standards in accordance with the Florida Bar Association guidelines Utilize CMS and track billing accordingly Adhere to office policies and procedures as outlined in the Handbook Be ready to take a file and run with it because you truly know family law, South Florida family law judges, and the nuances behind it all, to add value to clients Qualifications: Minimum of 3 years of experience in family law practice Member of the Florida Bar Association Law degree from an accredited institution Strong Microsoft Office Skills Resides in South Florida Familiar with South Florida Judges and their procedures Ability to work independently Ready to pick up cases and run with them Compassionate Ability to work well with others while working independently Zest for growth while maintaining a work/life balance Knowledge of Case Management Systems (My Case Preferred but others acceptable because the navigation is the same Compassion for people who are going through life's difficulties About Company Why Work With The Law Offices of E.F. Robinson, P.A. At The Law Offices of E.F. Robinson, P.A., we build everything on Excellence, Compassion, and Integrity. Were a boutique family and estate planning firm that helps professionals and families protect what matters most. Our team takes pride in delivering clarity, compassion, and results. We seek professionals who think critically, act with integrity, and arent afraid to grow through experience. We dont micromanage or coddle we value independence, accountability, and results. Excellence means striving for precision in every detail. Compassion means understanding people and serving with respect. Integrity means doing whats right, every time. Here, youre not just taking a job youre joining a mission. Youll work with purpose, be trusted to think independently, and be rewarded for excellence. Compensation details: 00 Yearly Salary PIb1d30bded9be-6635
12/03/2025
Full time
Empower Families. Transform Lives. Turn the Page. At the Law Offices of E.F. Robinson, we dont just handle caseswe help clients turn the page to a new chapter in their Book of Life. We are seeking an experienced Family Law Trial Attorney who is confident in the courtroom, values independence while working as part of a collaborative team, and is committed to guiding clients with both strength and compassion through challenging transitions. This is an opportunity for a skilled litigator who can manage cases from intake through trial, requires minimal training, and understands how to track billable hours to maximize compensation. If you are looking for a firm where you can work independently while being supported by a dedicated team, provide thoughtful counsel, and be financially rewarded, we want to hear from you. We understand work/life balance, which is the reason why we are looking for a professional who will do what it takes to get the job done while making time for his/her own personal needs. It could be a struggle if you do not have the motivation or skillset to get there. The right candidate will understand that this is important to our entire team and be committed to doing his/her own part so that we can all enjoy a work/life balance. Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. Compensation: $90,000 - $150,000 yearly Responsibilities: Represent clients in family law cases, including divorce, child custody, and spousal support Consider representing clients in guardian advocacy cases (training provided) Conduct legal research, analyze cases, and prepare legal documents such as briefs, pleadings, and appeals Represent clients in court in person and by Zoom as required Represent clients in mediation in person and by Zoom as required Communication with clients with timely responses to their various questions is a must Provide legal counsel and guidance to clients, advocating for their best interests and ensuring fair outcomes Negotiate settlements and participate in mediation or litigation proceedings as necessary Maintain client confidentiality and uphold ethical standards in accordance with the Florida Bar Association guidelines Utilize CMS and track billing accordingly Adhere to office policies and procedures as outlined in the Handbook Be ready to take a file and run with it because you truly know family law, South Florida family law judges, and the nuances behind it all, to add value to clients Qualifications: Minimum of 3 years of experience in family law practice Member of the Florida Bar Association Law degree from an accredited institution Strong Microsoft Office Skills Resides in South Florida Familiar with South Florida Judges and their procedures Ability to work independently Ready to pick up cases and run with them Compassionate Ability to work well with others while working independently Zest for growth while maintaining a work/life balance Knowledge of Case Management Systems (My Case Preferred but others acceptable because the navigation is the same Compassion for people who are going through life's difficulties About Company Why Work With The Law Offices of E.F. Robinson, P.A. At The Law Offices of E.F. Robinson, P.A., we build everything on Excellence, Compassion, and Integrity. Were a boutique family and estate planning firm that helps professionals and families protect what matters most. Our team takes pride in delivering clarity, compassion, and results. We seek professionals who think critically, act with integrity, and arent afraid to grow through experience. We dont micromanage or coddle we value independence, accountability, and results. Excellence means striving for precision in every detail. Compassion means understanding people and serving with respect. Integrity means doing whats right, every time. Here, youre not just taking a job youre joining a mission. Youll work with purpose, be trusted to think independently, and be rewarded for excellence. Compensation details: 00 Yearly Salary PIb1d30bded9be-6635
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Affidavit Processing Specialist to join our team in Plymouth, MN. The role of the Affidavit Processing Specialist is to work closely with our clients and teams within the organization to ensure that affidavit requests are sent to clients, received back from client and any rejected affidavits are corrected and sent back to client expeditiously. Once this primary responsibility is complete, additional time available will be spent assisting with requesting and receiving other types of client media as assigned and/or other special projects related to the client relations team. Essential Functions and Duties for the Affidavit Processing Specialist: Providing excellent communication to all clients by utilizing client SOPs to properly request, follow up on, receive and load affidavits into Cogent. Working with internal teams to ensure affidavits needed are requested timely and that urgent requests are escalated appropriately. Responding to any affidavit or media email requests from internal staff and attorneys in a timely fashion. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Office experience preferred Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI5ef31dc49ed3-7632
12/03/2025
Full time
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Affidavit Processing Specialist to join our team in Plymouth, MN. The role of the Affidavit Processing Specialist is to work closely with our clients and teams within the organization to ensure that affidavit requests are sent to clients, received back from client and any rejected affidavits are corrected and sent back to client expeditiously. Once this primary responsibility is complete, additional time available will be spent assisting with requesting and receiving other types of client media as assigned and/or other special projects related to the client relations team. Essential Functions and Duties for the Affidavit Processing Specialist: Providing excellent communication to all clients by utilizing client SOPs to properly request, follow up on, receive and load affidavits into Cogent. Working with internal teams to ensure affidavits needed are requested timely and that urgent requests are escalated appropriately. Responding to any affidavit or media email requests from internal staff and attorneys in a timely fashion. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Office experience preferred Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clientsfrom large corporations, banks and closely-held businessesto individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI5ef31dc49ed3-7632
