Estate Planning Legal Administrative Assistant - Town and Country, MO

Cordell & Cordell•Town and Country, MO

3d•Onsite

About The Position

Cordell & Cordell has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care benefits, and prioritize work-life balance to ensure the well-being and productivity of our employees. What You’ll Do Manage client progress through the Cordell Estate Planning Process in all Cordell offices that offer estate planning Communicate with clients to book appointments, check on status of draft document review, and assist in resolving client issues. Accurately update our Case Management Software to reflect client information and track client’s progress through the Cordell Estate Planning Process Administratively act as point of contact for Cordell Estate Planning offices nationwide Prepare binders for client signings and maintain electronic files of scanned documents and drafts. Attend estate plan document signing meetings and serve as witness/notary. Handle sensitive client data with utmost discretion, care, and accuracy. Perform tasks as assigned with accuracy and promptness, meeting all agreed-upon deadlines. Why this Role Matters This role is critical in helping our clients protect what matters most—family, legacy, and peace of mind. By assisting clients through the Cordell Estate Planning Process and assisting them with their issues, you provide a sense of security and clarity during some of life’s most sensitive moments. Your diligence, professionalism, and commitment to accuracy help uphold the trust our clients place in us, ensuring their wishes are honored and their loved ones are supported for generations to come. Cordell & Cordell provides exceptional benefits and a great working environment including: We also offer our full-time employees the following benefits: Medical Plans: including HDHP, PPO, HSA and FSA Dental, Vision, Life and AD&D, Long-Term Disability, and Short-Term Disability Insurance 401(k) Savings with Employer Matching Paid time off Participate in our Wellness Program and potentially earn Employer Paid health premiums! For more information: https://cordellcordell.com/about/careers/benefits/

Requirements

Must have familiarity with estate planning documents and concepts
Strong verbal and written communication skills, with a collaborative and approachable demeanor
Process oriented and works well with deadlines
Excellent typing skills and computer literacy, including a solid understanding Microsoft Word, Outlook, Excel applications as well as estate plan drafting software experience (please specify the drafting programs with which you have experience on your application)
Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized
A professional presence and the ability to interact confidently with clients and colleagues
Reliable transportation and the ability to be onsite Monday through Friday from 8:00 AM to 5:00 PM
A proactive mindset and willingness to go above and beyond on simple requests to make things easier for others

Responsibilities

Manage client progress through the Cordell Estate Planning Process in all Cordell offices that offer estate planning
Communicate with clients to book appointments, check on status of draft document review, and assist in resolving client issues.
Accurately update our Case Management Software to reflect client information and track client’s progress through the Cordell Estate Planning Process
Administratively act as point of contact for Cordell Estate Planning offices nationwide
Prepare binders for client signings and maintain electronic files of scanned documents and drafts.
Attend estate plan document signing meetings and serve as witness/notary.
Handle sensitive client data with utmost discretion, care, and accuracy.
Perform tasks as assigned with accuracy and promptness, meeting all agreed-upon deadlines.

Benefits

Medical Plans: including HDHP, PPO, HSA and FSA
Dental, Vision, Life and AD&D, Long-Term Disability, and Short-Term Disability Insurance
401(k) Savings with Employer Matching
Paid time off
Participate in our Wellness Program and potentially earn Employer Paid health premiums!

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