Estate Planning Coordinator

Cummins Worldwide • Clearwater, FL

10h • Onsite

About The Position

Cummins Worldwide is seeking an enthusiastic, organized, and proactive Estate Planning Coordinator to support its growing estate planning and trust services team. The coordinator will work closely with the Director of Estate Planning & Trust Services and collaborate with external legal professionals to coordinate client communications, documentation, meetings, and administrative processes. This is an administrative coordination position; it does not involve providing legal advice or independently preparing legal documents.

Requirements

• Enjoy working with people and building strong relationships.
• Be highly organized, proactive, and detail-oriented.
• Communicate clearly and professionally.
• Take initiative and find solutions without waiting for instructions.
• Manage multiple projects and follow through.
• Enjoy learning and growing professionally.

Nice To Haves

• Estate planning experience.

Responsibilities

• Coordinate client meetings, communications, and follow-ups.
• Collect, organize, and maintain client documentation.
• Track projects, deadlines, and administrative workflows.
• Communicate with clients, company leadership, and external legal professionals.
• Keep client requests and projects moving forward.
• Help improve processes as the company grows.

Benefits

• $65,000–$75,000 annual pay, based on experience.
• Weekly pay.
• Unlimited PTO.
• Professional development and career growth.
• Supportive, enthusiastic, and growing team.
• Opportunity to contribute meaningfully to the company's expansion.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed