Estate Planning Coordinator

4 weeks ago


Coral Gables, Florida, United States Trust Counsel PL Full time
About Us

Trust Counsel PL, a leading law firm based in Coral Gables, Florida, is seeking a highly organized and detail-oriented Estate Planning Coordinator to join our team. Our commitment to delivering exceptional legal services sets us apart, and we're looking for a dedicated individual to help us achieve our goals.

In this role, you'll play a vital part in ensuring seamless operations within our Estate Planning Department. Your exceptional organizational skills and ability to prioritize tasks will be essential in meeting the needs of both internal and external clients. You'll work closely with our attorneys and paralegals to prepare and review documents, maintain accurate filing systems, and provide exceptional support to our clients.

Responsibilities

* Assist the Estate Planning Team with daily workflow, including preparing and reviewing documents, and maintaining accurate filing systems.
* Interact with clients from initial meetings to the closing of matters, providing exceptional service and support.
* Manage electronic and physical files, ensuring timely and accurate processing.
* Prepare and review signing meeting documents, and thoroughly check all deliverables to clients.
* Maintain the physical filing system for the Estate Planning Department, and control office supply inventory.
* Assist in preparation of inserts for estate/corporate binders, and work on ongoing projects as needed.
* Provide office services, including mailing, greeting clients, and maintaining a professional office environment.

Qualifications

* Be bilingual in English/Spanish.
* Possess strong critical thinking and problem-solving skills, with the ability to work independently with minimal instructions.
* Have a strong background in MS Office Suite, with proficiency in Word, Excel, and Outlook.
* Demonstrate excellent communication and organizational skills, with the ability to prioritize workload based on internal and external client needs.
* Be able to meet and deal with internal and external customers in a professional manner.
* Have a strong attention to detail, with the ability to maintain accurate and organized records.

Compensation and Benefits

Our competitive hourly wage for this role is $18, with prospects for career advancement and professional growth. We offer a supportive working environment that appreciates your contributions and fosters personal growth.

About the Role

This is an excellent opportunity for a highly organized and detail-oriented individual to join our team and contribute to our mission of delivering exceptional legal services. If you're a motivated and team-oriented professional looking for a new challenge, we encourage you to apply.

How to Apply

Qualified candidates should submit their resume and a cover letter outlining their qualifications and experience. We look forward to hearing from you

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