Legal Research Assistant

About Us Our Return Assets Division helps individuals and families recover unclaimed property held by state agencies.

With a focus on accuracy, compliance, and exceptional client service, our team processes high-value claims from intake through payout.

What You’ll Do As a Legal Assistant in our Return Assets Division, you will :

• Manage each claim from initial intake through closing, ensuring timely progress and client satisfaction
• Review, validate, and enter claimant and case information into our CRM system
• Analyze case data to determine eligibility and develop the optimal recovery strategy
• Prepare and submit complete documentation to state agencies on behalf of claimants
• Communicate proactively with clients, via phone, email, or text, to provide status updates and gather missing information
• Monitor active claims, identify roadblocks, and recommend solutions to advance each case
• Generate regular reports on claim volume, success rates, and operational metrics
• Maintain detailed case notes to ensure full transparency and audit readiness
• Help refine internal processes and best practices through trend analysis and workflow improvements
• Stay up to date on unclaimed property regulations, industry trends, and professional development opportunities What We’re Looking For
• 2+ years of experience in claim processing, legal documentation, financial services, or investigative research
• Strong analytical mindset with excellent critical-thinking and problem-solving skills
• Outstanding verbal and written communication; comfortable handling sensitive client conversations
• Meticulous attention to detail and commitment to data accuracy
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office (Excel, Word, Outlook)
• Ability to manage multiple cases simultaneously, prioritize tasks, and meet deadlines
• Proactive attitude with a drive to suggest improvements and take ownership of results Hours & Pay We are looking for someone to work 10-20 hours per week.
• This could turn into a full-time role for the right candidate.
• Pay is based on experience, and falls between $25 to $40 per hour.

Why Join Us?

We welcome candidates from all backgrounds to apply.