Overview
We help good stewards protect the fruits of their labor with value centered estate planning and elder law solutions.
Schedule: Monday–Thursday 8:30 a.m.–4:30 p.m.; Friday 8:30 a.m.–3:00 p.m.
Position Summary
This role provides support for both client-facing operations and the management of probate and estate planning matters. This role ensures smooth day-to-day office operations while supporting attorneys and the Director of Client Services in client intake and communications. This position can expect 30-40 hours of work per week.
Responsibilities
- Support Director of Client Services in answering calls, emails, and conducting initial client intake.
- Draft and manage probate case files, including scheduling, document tracking, and correspondence.
- Lead, organize, and track trust funding projects and coordination with financial institutions.
- Prepare client communications, newsletters, and firm announcements.
- Provide general administrative support to attorneys, including document preparation and proofreading.
- Serve as a notary and a witness on legal documents.
- Assist in tracking deadlines and ensuring timely follow-up on client matters.
Qualifications
- Professional experience in administration, banking, finance, the legal profession, or related fields preferred.
- Excellent written and verbal communication skills, with strong attention to detail.
- Highly organized, able to manage multiple priorities and meet deadlines.
- Proficiency in Microsoft Office Suite.
- Demonstrated problem solving abilities and initiative.
- Demonstrated ability to manage confidential information with discretion and professionalism.
- At least five years of experience preferred.
Job Details
- Location: Montgomery, AL
- Salary: $47,332.00-$59,590.00
- Employment type: Full-time
- Job function: Administrative
- Industry: Law Practice