Trust and Estates Coordinator

This position will be supporting the wealth planning practice group. The firm offers a COLLABORATIVE teamwork environment, competitive salary and benefits, including opportunity for a hybrid (in office and work from home) schedule.

Qualifications

Experience assisting with client communication, meeting agendas, scheduling, and digitization of files

Experience with billing matters and client communication and wealth planning documents and files

Experience with transactional documents and/or trust and estate matters is required

Experience formatting, proofreading, editing and labeling documents

Excellent interpersonal and communication skills

Proficient in Microsoft Office and document management systems (iManage experience is a plus!)

If you are looking for a great firm to join and the next step in your career with a great team, apply today!

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records