Overview
Case Manager Jobs in Houston, TX at Pusch & Nguyen Law Firm, PLLC
Are you looking to build a career in law and financial services? Are you stuck in a passionless position? Does your work lack meaning? Are you worried that your current job is leading nowhere?
Schomer Estate & Wealth Advisors is a leading estate planning, probate, and financial services firm. Our firm was founded by a big-firm attorney who believes in a hands-on approach—meaning our team members gain real responsibility and direct client contact almost immediately. We are committed to helping families protect their legacies, ensuring that clients’ legal and financial affairs are structured to provide security and peace of mind.
We focus on trusts, estates, probate, real estate, and related litigation, as well as financial services such as investment strategies, retirement planning, and trust funding. Our work involves ensuring that client assets are properly managed to minimize tax liabilities and maximize wealth preservation.
We are seeking a highly organized Administrative Assistant & Receptionist to provide direct support to our attorneys and financial professionals. This role requires someone who is proactive, detail-oriented, and comfortable interacting with high-net-worth clients. You will manage the front office, assist with legal and financial documentation, and help keep our team organized and efficient.
Responsibilities:
Client Services & Reception
Greet, welcome, and direct visitors professionally.
Answer, screen, and route phone calls with a high level of professionalism.
Manage front desk operations and ensure the reception area is presentable.
Interface with clients, addressing their legal and financial concerns.
Attend estate planning seminars (up to 7 Saturdays per year).
Administrative & Legal Support
Manage attorney and financial advisor calendars—schedule calls and meetings.
Assist attorneys and financial advisors in preparing for client meetings and court appearances.
Monitor attorney and advisor emails and delegate tasks appropriately.
Draft and format formal emails, memoranda, letters, and reports.
Handle confidential client documents with discretion.
Draft, proofread, and prepare legal documents, including powers of attorney, pour-over wills, trust certificates, and trust restatements (training provided).
Court & Financial Document Processing
Legal: File/record petitions, deeds, and other legal documents with the court.
Financial: Assist in processing financial account applications, investment statements, and trust funding documentation.
Handle e-filing of court documents and serve parties with legal filings via mail or e-service.
Support financial services staff with forms related to investment accounts and trust funding.
Mail & Office Organization
Receive, sort, and distribute daily mail, deliveries, and couriers.
Maintain a well-organized filing system for legal and financial records.
Requirements:
Proficient with Microsoft Office Suite and Adobe Acrobat
Self-starter with excellent work ethic, multitasking abilities, and professionalism
Strong written and verbal communication skills
Highly organized and able to prioritize tasks as they arise
Bachelor’s degree or equivalent experience preferred but not required
Law firm or financial services experience preferred but not required
Who We’re Looking For:
We need a problem solver who thrives in a fast-paced environment. You’ll be working alongside attorneys and financial professionals, so you should be comfortable managing multiple priorities, anticipating needs, and handling sensitive information with discretion.
Since your resume may not fully showcase your ability to excel in this role, please submit three paragraphs explaining why you are the perfect candidate, along with your resume.
This position is not remote. You must be able to work full-time in our office in El Segundo, CA. Compensation is based on experience.
What We Offer:
A career path in both law and financial services—you’ll gain experience in estate planning, probate, trust administration, and financial strategies.
Opportunity to draft estate planning documents and gain real legal exposure.
Regular professional development opportunities, including industry summits and networking events.
A positive, team-oriented culture., including monthly Happy Hour outings.
Full health benefits, retirement plan, and long-term disability insurance—a rare and valuable perk.
A strong online presence and client reputation—check us out on Instagram, Facebook, YouTube, and at www.schomerlawgroup.com.
If you’re looking for a rewarding career in a growing law and financial services firm, apply today!
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Schedule:
8 hour shift
Work Location: In person
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Title: Case Manager
Company: Pusch & Nguyen Law Firm, PLLC
Location: Houston, TX
