Estate Planning Administrative Specialist

Moneta; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Insurance (medical and dental)

Short-term disability

Long-term disability

AD&D insurance

Basic life insurance

401k match

Profit sharing bonus

Parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow, organizing documents, and preparing summaries for attorney and reviewer evaluation.

The role serves as a primary contact for internal client teams on Estate Planning Review requests, handling intake activities, follow-up, and status updates. 2+ years of related experience and proficiency in MS Office are preferred.

Qualifications

• Proven ability to read, interpret, and cross-reference complex legal or financial documents.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Strong proofreading and attention to detail required.

Responsibilities

• Maintain and organize the department's Help Desk triage spreadsheet and related tracking tools; review requests for completeness.
• Monitor deadlines and follow-up to ensure proper routing and on-schedule progress.
• Review wills, trusts, and other estate planning documents; extract and summarize key information.
• Track provisions, dates, and document requirements; identify inconsistencies or missing information.
• Draft and proofread estate plan summaries for attorney/reviewer evaluation.

Skills

Microsoft Office

Education

Bachelor's degree preferred

Job description

Moneta is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow, organizing documents, and preparing summaries for attorney and reviewer evaluation.

The role serves as a primary contact for internal client teams on Estate Planning Review requests, handling intake activities, follow-up, and status updates. 2+ years of related experience and proficiency in MS Office are preferred.