Coordinator (Estate Planning)/ Legal Assistant

Wall Street Alliance Group; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Licensing support

Mentorship program

Job summary

Wall Street Alliance Group seeks an Estate Planning Coordinator to manage client wills and trust planning end-to-end. You will coordinate among clients, attorneys, financial advisors, and our operations team to move cases forward, gather required information, and ensure timely signatures and funding.

The role emphasizes ownership, critical thinking, and professional communication. It offers licensing support and a team-oriented environment focused on growth in wealth planning.

Qualifications

• Exceptional organizational skills and strong attention to detail.
• Ability to multitask and manage multiple client cases, deadlines, and follow-ups.
• Self-motivated and accountable, with the ability to work independently.
• Clear written and verbal communication skills.
• Patience and professionalism when guiding clients through unfamiliar or sensitive matters.
• Willingness to learn about wills, revocable and irrevocable trusts, estate planning terminology, and trust funding procedures.
• Experience in client service, financial services, legal administration, or project coordination is helpful.

Responsibilities

• Own the process from A to Z: coordinate each case from attorney onboarding through document completion and funding.
• Onboard new clients with the attorney, coordinate introductions, and help gather information and documents.
• Schedule meetings among clients, attorneys, and financial advisors, including consultations and signing appointments.
• Attend draft reviews and funding calls, document action items, and track responsibilities and deadlines.
• Follow up with clients after attorney meetings to address outstanding questions and signatures.
• Coordinate document signing and execution logistics per attorney instructions.
• Work with operations to ensure trust funding and asset transfers.
• Track funding progress and confirm completion with responsible parties.
• Maintain accurate client records and case status updates in the CRM.
• Identify delays and resolve obstacles to prevent dropped tasks.
• Coordinate feedback and plan next steps with advisors when cases stall.
• Keep advisors informed of progress and issues needing involvement.
• Learn new technology to improve workflows and reminders.

Skills

Organizational skills

Attention to detail

Multitasking

Independent work

Clear communication

Critical thinking

Willingness to learn

Client service

Professionalism

Tools

CRM systems

Scheduling platforms

Job description

Wall Street Alliance Group

Salary: $80,000–$110,000 annually, depending on experience

About Wall Street Alliance Group

Wall Street Alliance Group (WSAG) is one of Osaic’s fastest-growing branches, with approximately $1.5 billion in assets under management as of September 15, 2026.

We are a fiduciary wealth management firm specializing in comprehensive financial planning for physicians, dentists, and high-net-worth families. Our services include investment management, retirement planning, tax planning strategies, and estate planning coordination. We work closely with clients and their attorneys to turn planning recommendations into completed actions.

We value initiative, accountability, thoughtful client service, and continuous learning while supporting work-life balance.

About the Role

We are seeking a highly organized, detail-oriented, and self-motivated Estate Planning Coordinator to coordinate clients’ will and trust planning from start to finish.

You will serve as the central point of coordination among clients, attorneys, financial advisors, and our operations team. The ideal candidate takes ownership, thinks critically, follows through consistently, and keeps cases moving without ongoing reminders or micromanagement. Patience, persistence, and a willingness to learn are essential.

Key Responsibilities

• Own the process from A to Z: Coordinate each case from attorney onboarding through document completion and applicable estate planning funding.
• Onboard new clients with the attorney, coordinate introductions, and help gather required information and documents.
• Schedule meetings among clients, attorneys, and financial advisors, including initial consultations, draft reviews, signing appointments, and funding calls.
• Attend draft review calls and funding calls, document action items, and track responsibilities and deadlines.
• Follow up with clients after attorney meetings to ensure outstanding questions, decisions, documents, and signatures are addressed.
• Coordinate document signing and execution logistics according to the attorney’s instructions.
• Work closely with the operations team to ensure applicable trust funding, account registration, asset transfer, and beneficiary-related tasks are completed in accordance with the estate plan and professional guidance.
• Track funding progress and obtain confirmation of completion from the responsible parties.
• Maintain accurate client records, meeting notes, case status updates, and follow-up tasks in the firm’s CRM.
• Proactively identify delays and take initiative to resolve obstacles so nothing falls through the cracks.
• Request feedback and direction from financial advisors when a case is not moving forward, and coordinate a clear plan for next steps.
• Keep advisors informed of progress, unresolved items, and issues requiring their involvement.
• Learn new technology and help improve workflows, reminders, and tracking systems.
• Protect confidential client information and maintain professional communication throughout the process.

Qualifications & Qualities

• Exceptional organizational skills and strong attention to detail.
• Ability to multitask and manage multiple client cases, deadlines, and follow-ups.
• Self-motivated and accountable, with the ability to work independently.
• Strong initiative and consistent follow-through.
• Clear written and verbal communication skills.
• Patience and professionalism when guiding clients through unfamiliar or sensitive matters.
• Critical thinking, sound judgment, and practical problem-solving skills.
• Willingness to learn about wills, revocable and irrevocable trusts, estate planning terminology, and trust funding procedures.
• Comfort learning CRM systems, scheduling platforms, and new technology.
• Experience in client service, financial services, legal administration, or project coordination is helpful. Estate planning or paralegal experience is a plus.

Compensation, Benefits & Career Growth

• Annual salary of $80,000–$110,000, depending on experience and qualifications.
• Health insurance.
• Paid time off (PTO).
• A supportive team environment that values work-life balance.
• WSAG-paid advanced licensing and professional development relevant to your role and career path.
• Coaching and mentorship for those interested in becoming a financial advisor or pursuing career growth in estate planning, wealth management, or a related field.

What Success Looks Like

Every client has a clear next step, every outstanding item is tracked, and each case receives consistent follow-through. Documents are completed, funding tasks are confirmed, and stalled cases receive timely attention. Clients feel supported, and attorneys and financial advisors can rely on you to keep the process moving.

• This is a coordination and client service role. Attorneys are responsible for legal advice and preparation of legal documents.