Client Care Specialist

4 weeks ago


Cary, North Carolina, United States Carolina Family Estate Planning Full time

**Key Responsibilities**

As an estate planning legal assistant, you will be responsible for:

  • Working directly with clients to gather accurate information needed for their estate plan.
  • Reviewing open matters weekly to ensure they are on track and on time.
  • Meeting with clients in person and remotely throughout their client journey.
  • Maintaining accurate timekeeping records.
  • Providing support to other team members when needed.

We offer a competitive salary range of $55,000 - $70,000 per year, depending on experience, plus results-based incentives and a generous benefits package.



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