Estate Planning Administrator
About The Position
The Estate Planning Administrator provides administrative support to the estate planning department, assisting with the preparation and management of estate planning documents and client communications. The role includes organizing and maintaining client files, scheduling appointments, and helping ensure the smooth operation of the estate planning process. The administrator supports attorneys and paralegals, coordinates with other departments to collect necessary information, and assists with estate planning seminars and presentations. The position also involves entering and updating client information, preparing data summaries and department reports, and maintaining accurate electronic and physical filing systems.
Requirements
- High school diploma or equivalent.
- Previous experience in an administrative or support role, preferably in a legal or estate planning environment.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook, and in document management systems.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to handle sensitive information confidentially and professionally.
- Strong customer service skills and a positive attitude.
Nice To Haves
- Experience working in estate planning or a legal office.
- Associate or bachelor's degree.
- Familiarity with estate planning documents and processes.
- Knowledge of legal terminology and office procedures.
Responsibilities
- Assist with the preparation and management of wills, trusts, powers of attorney, and other estate planning documents.
- Organize and maintain client files, ensuring documents are accurately and securely filed.
- Perform administrative tasks such as photocopying, scanning, and mailing documents.
- Serve as a first point of contact for clients by answering calls and responding to emails promptly and professionally.
- Schedule and coordinate client appointments and meetings with attorneys and other team members.
- Help draft and send clear, professional client correspondence.
- Ensure estate planning documents are prepared accurately and in compliance with company standards.
- Track document preparation and execution, following up with clients and attorneys as needed.
- Maintain electronic and physical filing systems for easy document retrieval.
- Support attorneys and paralegals with tasks as needed.
- Coordinate with other departments to gather information and documentation needed for estate planning.
- Assist with organizing and preparing estate planning seminars and presentations.
- Enter and update client information in the company database, ensuring accuracy and completeness.
- Generate reports and summaries of client data for review by the estate planning team.
- Assist in preparing monthly and quarterly reports on department activities and performance.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
