Assistant case manager

Requirements:

Complete the tasks assigned by the Case Manager by the given deadlines; assist with completing time entries in share file and preparing the case strategy memo as requested.

Print out and organize all available client information

Arrange for a case strategy meeting with the case manager within 24 hou of case receipt and eure the case strategy memo is filled out completely.

Document a written summary of attended case strategy meetings and place into the corresponding blue case file for reference.

Complete communicatio with clients/brokeagents to discuss the Source of Funding and the collection of other supporting documents in a timely manner; coordinate with the clients to awer case-related questio following coultation with the case manager and attorney assigned to case.

Proactively provide clients with case status updates.

Tralate notice to client from Chinese to English as needed.

Coordinate with the case manager (and/or third party professionals) to prepare SOF reports and memos for the case, checking for accuracy and coistency of the SOF supporting documents in preparation for final review.

Complete updates and revisio of SOF reports based upon case reviewer and attorney comments.

Prepare Part II memos and/or I-526 cover lette as needed.

Prepare the G-28, I-526 and 1145 forms accurately with client information.

Upload all documents to the server and eure accurate file organization under the client’s folder.

Prepare the client’s final filing package and request the case manager’s final review before the package is released for mailing.

Provide timely reports of case status to the case manager and production supervisor.

Complete casework within the assigned budget and time allowance.

Complete casework tasks by the stated deadline and within the budget.

qualificatio:

Bachelor degree or above in law、economics or internaor related field

2 or above solid working experience,experience in investment immigration schemes is preferred.

Computer literacy with MS Office programs

Fluency in English（CET-6 or above）

Process oriented

Meets deadlines by exercising time management skills

Goal-oriented and detail-oriented

Highly organized with follow-through

Focuses on accuracy

Good command of communication skill,team player

Self-motivated and takes initiative

工作职责：

在指定期限内完成由案件经理交代的任务; 在共分享文件下协助完成的时间条目管理并按要求准备战略备忘录。

打印并整理所有可用的客户信息。

在案件收到24小时内，为案件经理安排战略会议并确保完成填写战略备忘录。

以书面总结记录所参与的战略会议，并放进相对应的蓝色案件档案内作为参考。

与客户/经纪人/代理人沟通以便及时的探讨资金来源及收集相关的证明文件。

与被指派给案件的经理和律师咨询案件有关的问题与客户协调并回答案件相关问题。

主动为客户提供案例状态更新。

按中英文的需要为客户翻译所受到的通知。

与案件经理（和/或第三方专业人士）进行协调以便准备资金来源报告和案件备忘录。检查资金来源证明文件的准确性与一致性以便为最后审查做准备。

根据案例审阅以及律师的注释，对资金来源报告做出完整的更新和修改。

根据需要准备第二部分备忘录和/或I-526的说明信。

准确地依据客户信息准备G-28，I-526和1145的表格。

上传所有文件到服务器，并确保在客户端的文件夹中文件的准确编制。

准备客户的最终备案包，并在邮寄之前由案件经理做出最终审查及批准。

及时向案件经理提供案件状况报告。

在指定的预算费用和时间内完成案件工作。

在规定的期限和预算费用范围内完成案件任务。

任职要求：

法学、经济法或国际经济法本科或以上学历。

3年以上的扎实的工作经验，有投资移民工作经验优佳。

计算机文化与MS Office程序。

英文熟练（六级以上）。

注重过程，运用时间管理技能完成如期指定任务。

目标明确，注重细节。

具有高度组织能力及跟进能力。

注重准确度。

良好的沟通及客户协调能力，具有团队合作精神。

具有自我激励能力且主动性强。