Estate Planning Development Manager

2 weeks ago


Hackensack, Minnesota, United States The Rockridge Group Full time
Job Overview

The Rockridge Group seeks a highly organized and detail-oriented Estate Planning Development Manager to join our team. This is a strategic growth opportunity for a motivated professional with experience in estate planning.

About the Role

We are looking for an experienced Estate Planning Development Manager to oversee the organization and monitoring of estate planning clients, track retainers and document status, and provide excellent written and verbal skills to ensure smooth client communication.

Key Responsibilities
  • Organize and monitor the status of estate planning clients
  • Track retainers and document status, ensuring timely execution and follow-up
  • Collaborate with attorneys to prioritize tasks and meet deadlines
  • Maintain accurate records and reports
Requirements
  • 5+ years of experience in estate planning or a related field
  • Excellent organizational and time management skills
  • Ability to work independently and as part of a team
  • College degree preferred
What We Offer

Competitive salary ($85,000 - $110,000 per year) and benefits package

Location

New Jersey, New York, or Florida offices



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