Legal Research Assistant

• 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

• 2+ years of experience in claim processing, legal documentation, financial services, or

• Strong analytical mindset with excellent critical-thinking and problem-solving skills

• Outstanding verbal and written communication; comfortable handling sensitive client

• Meticulous attention to detail and commitment to data accuracy

• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office (Excel, Word,

• Ability to manage multiple cases simultaneously, prioritize tasks, and meet deadlines

• Proactive attitude with a drive to suggest improvements and take ownership of results

• Impactful Work: Help people reclaim assets that rightfully belong to them

• Collaborative Culture: Work alongside seasoned investigators, legal professionals, and

• Professional Growth: Ongoing training, regulatory updates, and clear career pathways

• Flexible Environment: Remote-friendly with optional office days in Boulder, CO

• Competitive Compensation: Salary commensurate with experience + benefits

Tip Top Recruiting LLC