Trust and Estate Coordinator

Holland & Knight • Jacksonville, FL

7d

About The Position

The individual in this role will be supporting the Firm’s Private Wealth Services practice group and Bequest Revenue program as well as interacting with Firm clients.

Requirements

• Excellent verbal and written communication skills.
• Great interpersonal skills.
• Experience with Microsoft Office Suite.
• Organizational and time management skills.

Responsibilities

• Support the Firm’s national Bequest Revenue Program.
• Run point on individual bequest files.
• Direct interface with Executors / Trustees, outside attorneys, accountants, and clients to accelerate the distribution of cash and assets from matured bequests.
• Identify probate mistakes, fraud, tax errors, missed statutory deadlines, and excessive fees.
• Respond to H&K attorney and client questions.
• Charge billable time to individual files as a timekeeper via Intapp.
• Flexibility to work remotely on billable matters with Partner approval.
• Manage the startup / roll out process for new clients.
• Organize and convert paper files to H&K’s paperless platform, conduct scanning, uploading, and oversee the Level 1 Review process.
• Prepare website records for attorney review.
• Attend client and prospective client events outside the office.
• Prepare marketing materials, proposals and Engagement Letters in support of the Bequest Revenue Program.
• Organize dinners, meetings, conferences and travel logistics in support of H&K attorneys.
• Review / organize / edit monthly Pre-Bills.
• Resolve mistakes and issue clean invoices.
• Prepare tracking spreadsheets and address outstanding A/R.
• Respond to all client billing questions.
• Manage the H&K – Client Escrow accounts.
• Produce monthly net fee summaries.

Benefits

• comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• pre-tax transit and parking program
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• paid holidays and other paid time off, including paid leave for new parents

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees