Estate Planning Coordinator

4 weeks ago

Coral Gables, Florida, United States Trust Counsel PL Full time
Job Overview

Trust Counsel PL is seeking a highly organized and detail-oriented Estate Planning Coordinator to support our team in Coral Gables, FL. As a key member of our close-knit group, you will play a vital role in assisting our legal team with administrative duties, ensuring seamless operations. Your exceptional organizational skills and attention to detail will be essential in upholding our high client service standards. At Trust Counsel PL, we provide a supportive working environment that appreciates your contributions and fosters personal growth. You will be responsible for handling electronic and physical files, preparing and reviewing signing meeting documents, and maintaining office supply inventory. Additionally, you will assist in preparation of inserts for estate/corporate binders and work on ongoing projects to help attorneys and paralegals as needed. If you are a bilingual individual with strong critical thinking and problem-solving skills, we encourage you to apply for this exciting opportunity.

Responsibilities
  • Assist the Paralegals, Attorneys, and Office managers with their daily workflow.
  • Interact with clients from the initial meeting to the closing of the matter.
  • Handle electronic files and physical files from engagement to close.
  • Prepare and review signing meeting documents.
  • Prepare and thoroughly check all Deliverables to clients (Binders, trust ID cards, fiduciary letters, electronic copies of documents).
  • Control physical filing system for Estate Planning Department.
  • Maintain office supply inventory; create orders for binders and printing materials regularly needed for Estate Planning Department.
  • Assist in preparation of inserts for estate/corporate binders.
  • Work on ongoing projects to help attorneys and paralegals as needed.
  • Office services as needed including mailing, greeting clients and maintenance of office environment.
Qualifications
  • Be bilingual in English/Spanish.
  • Very organized and process-oriented.
  • Strong critical thinking and problem-solving skills.
  • Great organizational skills.
  • Strong writing skills.
  • Good communication skills.
  • Ability to work independently with minimal instructions.
  • Ability to prioritize workload based on internal and external client needs.
  • Ability to meet and deal with internal and external customers in a professional manner.
  • Proficient in MS Office Suite.
About Company

Our name says it all. We are a boutique firm of qualified attorneys dedicated to helping clients protect themselves, their families, and their legacy through proper planning. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.

Compensation and Benefits:

  • Full Benefits include 401(k), Fully Covered Health insurance (PPO), Dental insurance, PTO
  • Competitive market rate.
  • Bonuses are awarded based on achieving specific engagement and client onboarding targets. This includes meeting appointment-setting goals, ensuring a high level of client satisfaction, and supporting firm growth initiatives.

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