Plan Administrator

Build My Great Team•Johnston, IA

12d•Onsite

About The Position

Legacy Law Firm, P.C. is hiring two Plan Administrators for its new Johnston, Iowa office. The firm is a boutique law practice focused on estate planning, business planning, and elder law. Plan Administrators support attorneys and clients throughout the estate-planning process, working with the Johnston attorneys and the experienced Sioux Falls team. The role is approximately 60% computer-based work and 40% client communication by phone, email, and in person. No legal background is necessary; training is provided. The position is in-office in Johnston, Iowa. The schedule is Monday through Thursday, 8:00 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 1:00 p.m. Compensation is $24 to $30 per hour, commensurate with experience, with an annual performance bonus and other bonuses and benefits.

Requirements

At least 2 years of experience in a fast-paced office management, administration, legal, accounting, teaching, or banking role.
Impeccable attention to detail and strong proofreading skills.
Strong time-management and organizational skills, including the ability to manage multiple tasks accurately.
Proficiency in Microsoft Word, Excel, Outlook, and Adobe applications.
Clear, professional, and empathetic communication with clients, team members, and outside professionals.
Ability to follow established processes and willingness to learn and grow with the team.
Positive, can-do attitude, deadline-driven mindset, and self-starter energy.

Nice To Haves

Bachelor's degree in a related field.
Experience in a legal, estate-planning, or financial-services setting.

Responsibilities

Draft legal documents and letters.
Gather information from clients and outside professionals to complete the asset-alignment portion of estate plans.
Review bank statements, organize files, and prepare mailings and notices.
Maintain accurate, well-organized client files.
Support attorneys throughout the estate-planning process.
Meet with clients in person and provide ongoing client support.
Answer phones and assist with general administrative work.
Coordinate with the Sioux Falls team to ensure both offices follow the same processes.

Benefits

Annual performance bonus of 3% of salary.
$500 new-hire clothing allowance after 90 days.
$500 yearly personal-improvement bonus after one year.
Firm-paid employee premium on the Wellmark HDHP Silver Plan with HSA; PPO option available.
Voluntary Aflac dental, VSP vision, and Aflac supplemental insurance.
Long-term disability through Northwestern Mutual.
Dependent care FSA.
401(k) through Edward Jones with a 3% employer contribution after one year.
15 days of accrued PTO per year to start.
10 paid holidays.
2 floating holidays.
Birthday afternoon off.
Competitive pay.
Thorough training from an experienced estate-planning team.
Schedule designed to protect personal time.