Trust Planning Coordinator
7 days ago
Seeking a highly organized and detail-oriented Trust Planning Coordinator to join our team at Texas Trust Law in Central Austin. This purposeful role involves assisting clients with the process of transferring their assets into their trust, preparing legal documents, and handling office correspondence.
About the RoleThis is an in-office, full-time position that requires strong communication skills and the ability to work in a fast-paced environment. The ideal candidate will have 1-2 years of prior experience in a law firm environment as a secretary or administrative assistant.
We offer a competitive hourly salary of $22-$25 per hour, depending on experience. Our comprehensive benefits package includes opportunities for growth and development in a supportive team environment.
Responsibilities:
- Assist clients with the preparation of legal documents and facilitate the signing and notarization of estate planning documents
- Maintain electronic and hard files, scanning documents to client profiles
- Schedule appointments, send reminders, and respond to phone calls, emails, and texts from clients
- Draft funding documents using Hot Docs drafting software
- Learn and utilize new technology, including artificial intelligence
- Communicate with potential clients who inquire about firm information
- Maintain confidentiality and attend firm events
Texas Trust Law is a law firm specializing in Wills, Trusts, Probate, Estate Administration, Asset Protection, Special Needs Planning, and Elder Law. We have served the greater Austin area for over 25 years, helping clients plan for their future and navigate life's unpredictability.
Our team values hard work and rewards it too. Ask about our staff cruise and upcoming trip to Disneyland Check us out at www.TexasTrustLaw.com.
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