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Estate Administration Specialist

2 months ago

Burnsville, Minnesota, United States Safe Harbor Estate Law Full time
Job Summary:

We are seeking a highly skilled and motivated Estate Administration Specialist to join our team at Safe Harbor Estate Law. As a key member of our team, you will play a critical role in helping clients protect their loved ones, assets, and well-being through estate administration, probates, and Medicaid applications.

Key Responsibilities:
  • Schedule appointments and manage calendars for legal staff
  • Prepare legal documents, including Medical Assistance applications and accountings
  • Perform basic administrative tasks, such as drafting documents, copying, scanning, and filing
  • Communicate with clients in person, by phone, and via email
  • Manage paper and electronic files
  • Support team members when needed and maintain practice and client confidentiality

Requirements:
  • Legal experience, preferably in estate administration or Medicaid
  • Positive attitude, self-motivation, and a growth mindset
  • Ability to adapt quickly and prioritize tasks with demanding deadlines
  • High school diploma or equivalent; associate's degree a plus
  • Knowledge of legal software, case management, and docketing programs
  • Proficiency in Microsoft Office products

What We Offer:
  • Competitive base salary and opportunities for bonuses and performance-based increases
  • A healthy team culture that values work-life balance
  • Paid time off and a range of benefits, including health insurance and employer-matched retirement account