Settlement Planning Case Assistant

Who We Are

Paramount Settlement Advisors is a leading settlement planning provider partnering with personal injury law firms to deliver planning-first solutions for plaintiffs and their families. Our work incorporates complex legal review, public benefit analysis, and planning strategies designed to protect clients’ long-term interests at the time of settlement and beyond. Our focus is to provide services that help ensure accurate and complete health insurance liens associated with personal injury recoveries, while supporting plaintiffs as they transition to life after settlement. Our lien resolution and settlement planning teams work closely together, so attorneys and plaintiffs receive clear, consistent guidance and can move through the settlement process with confidence.

At Paramount, culture is the engine that powers our performance. We value sound judgment over shortcuts, clarity over convenience, and truth over comfort. Our goal is to help our clients achieve better outcomes and set best-practice standards in a profession where accuracy is as important as advocacy.

Who We Are Looking For

Paramount is seeking a candidate who demonstrates initiative and accountability, consistently following through on responsibilities without the need for repeated direction, while working within defined channels of authority. The candidate would apply these traits by proactively following up to obtain outstanding documents, independently identifying and resolving discrepancies in materials, and ensuring that all information is complete and accurate before it is advanced for additional internal action. The ideal candidate communicates clearly and professionally with both internal and external sources, maintains a high standard of accuracy across all case files, and understands the importance of detail-oriented work in achieving reliable outcomes. This role requires comfort operating within a structured process, where accuracy, organization, and professional responsibility directly impact the quality of service delivered to Paramount’s clients.

Roles & Responsibilities

In this role, you will support our Case Managers and advisor team by managing the lead follow-up, financial illustration production, case organization, and administrative tasks.

o Planning Lead Follow-Up

• Proactively drive follow-up of incomplete leads, coordinating with internal team members and communicating directly with external contacts to collect missing information.
• Ensure every lead is complete and ready for conversion, so the firm can act quickly when a lead is converted into an active case.

o Financial Illustration Production

• Using firm-specific financial illustration software, timely and accurately produce financial illustrations within the parameters specified by, and at the direction of senior team members.
• Proof and prepare physical and digital illustrative and presentation materials for client meetings, ensuring accuracy, completeness, and clarity for client understanding.

o Case File Management & Documentation

• Maintain organized, accurate, and up-to-date case files in case management software across all assigned cases, adhering to firm standards for document naming, version control, and storage.
• Track key documents, outstanding items, and case milestones, logging all follow-up attempts and actions within the case management system.

o Administrative & Records Management

• Create and maintain physical and digital case folders upon lead conversion, and proactively prepare case end-of-life documents at the appropriate stage.
• Scan and digitize physical case file documents into the firm's database and filing system, and maintain general internal recordkeeping responsibilities. 

Qualifications

At a minimum, candidates should have the following:

• 1 – 3 years of experience as a paralegal or in a similar legal support role (personal injury experience is preferred).
• Strong organizational and critical thinking skills, high attention to detail, with the ability to manage multiple tasks and follow through consistently.
• Clear and professional written and verbal communication skills.
• Comfortable communicating by phone and email with paralegals and attorneys.
• Growth mindset with a willingness to learn, take on new challenges, and continuously improve.

What We Offer

Hours: Monday – Friday, 8:30 a.m. to 5:00 p.m.

Compensation: Competitive salary with bonus potential tied to personal and firm performance.

Benefits: Health insurance, 401K firm matching, paid time off, and monthly team events.

Growth: Clear pathways for advancement with increased independence and scope over time, which will be further discussed during the interview process.