Estate Plan Administrator: Training, Growth & Flexible Hours

Legacy Law Firm, P.C.; Johnston (IA); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Annual bonus

Clothing allowance

Health plan with HSA

Job summary

Legacy Law Firm, P.C. is opening a new Johnston, IA office and hiring two Plan Administrators. No legal background is necessary; our training program will teach you everything you need to know. The role focuses on supporting attorneys and clients through estate planning processes.

You'll split time between computer-based work and client communication by phone, email, and in person, within a fast-paced, collaborative team that values quality work and positive culture.

Qualifications

• 2+ years in a fast-paced office management/administration role
• Impeccable attention to detail and proofreading skills
• Strong time management and organizational skills, with the ability to juggle multiple tasks with precision
• Proficiency in Word, Excel, Outlook, and Adobe applications
• Clear, professional, and empathetic communication with clients, team members, and outside professionals
• Consistency in following processes and a willingness to learn and grow with the team
• A bachelor's degree in a related field is preferred (if stated)

Responsibilities

• Draft legal documents and letters.
• Gather key information from clients and outside professionals to complete the asset alignment portion of the estate plan.
• Review bank statements, organize files, and prepare mailings and notices.
• Maintain well-organized, accurate client files.
• Support attorneys throughout the full estate planning process.
• Meet with clients in person and provide ongoing client support.
• Answer phones and help with general administrative work.
• Work with the Sioux Falls team so both offices follow the same processes.

Skills

Detail-oriented

Client-facing

Time management

Organizational skills

Communication

MS Office proficiency

Education

Bachelor's degree in a related field

Tools

Microsoft Word

Excel

Outlook

Adobe applications

Job description

Legacy Law Firm, P.C. is opening a new Johnston, IA office and hiring two Plan Administrators. No legal background is necessary; our training program will teach you everything you need to know. The role focuses on supporting attorneys and clients through estate planning processes.

You'll split time between computer-based work and client communication by phone, email, and in person, within a fast-paced, collaborative team that values quality work and positive culture.