Fiduciary Case Manager

Responsibilities

• Manage day-to-day administration of fiduciary, receivership, trustee, and ABC matters.
• Maintain accurate workflows, milestones, deadlines, and reporting schedules in MyCase.
• Cook up identification, securing, and preservation of assets, including on-site work.
• Interfere with property managers, vendors, financial institutions, insurers, and IT providers.
• Assist with fiduciary reports, accountings, budgets, and expense tracking.
• Preserve physical and digital records and maintain audit-ready files.
• Serve as a primary operational point of contact for fiduciary matters.
• Support compliance with court orders, statutory duties, and ethical requirements.
• Aid in managing digital evidence, electronic devices, cloud accounts, or data sources.
• Troubleshoot or coordinate solutions for minor technology issues related to case assets or document management.
• Draft correspondence, notices, and routine filings; coordinate document execution.
• Maintain professional, timely, and clear communication with courts, beneficiaries, debtors, creditors, or other parties as required.
• Provide logistical and administrative support to the attorney and fiduciary team, anticipating needs and ensuring smooth operations.
• Support case opening and closing procedures, document collection, and audit preparedness.
• Support compliance with fiduciary duties, firm procedures, and ethical requirements, ensuring meticulous recordkeeping throughout each case.

Qualifications

• 3+ years of experience supporting fiduciary, receivership, trustee, or insolvency matters.
• Experience with asset oversight, reporting, and compliance.
• Comfortable with field work, sensitive stakeholder interactions, and independent decision-making.
• Excellent organizational, project management, and deadline-tracking skills.
• Skilled with technology, including case management systems, cloud tools, handling electronic records and/or digital assets, and coordinating IT vendors.
• Candidates with experience working alongside NABT, NAFER, or CRA members are strongly encouraged to apply.
• A Spanish speaker is a plus.

About Dunn Law PA

The law firm has a friendly atmosphere and offers excellent benefits, including health, dental, vision, 401(k) with matching, parking, and paid time off. Our Values include Team, Quality of Life, Results-Oriented, Professional Growth, Pristine Reputation, and Bespoke/Tailored.