Estate Planning Coordinator

Anderson Business Advisors; Draper (UT); In loco; USD 25.000 - 39.000; Tempo pieno

Descrizione del lavoro

Anderson Advisors is seeking an Administrative Assistant to support the estate planning department, handling document preparation, filing, and client communications. You will schedule appointments, coordinate with attorneys, and ensure secure, accurate document management.

The role requires discreet handling of sensitive information, strong written and verbal communication, and excellent customer service. A suitable candidate will help maintain efficient workflows and collaborate across

Competenze

• High school diploma or equivalent.
• Experience in an administrative or support role, preferably in a legal or estate planning environment.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle sensitive information with confidentiality and professionalism.
• Strong customer service skills and a positive attitude.

Mansioni

• Assist in the preparation and management of estate planning documents such as wills, trusts, and powers of attorney.
• Organize and maintain client files, ensuring all documents are filed accurately and securely.
• Handle administrative tasks such as photocopying, scanning, and mailing documents.
• Serve as the first point of contact for clients, answering calls and responding to emails promptly and professionally.
• Schedule and coordinate client appointments and meetings with attorneys and other team members.
• Assist in drafting and sending client correspondence, ensuring clarity and professionalism.
• Document management: Track the progress of document preparation and execution, following up with clients and attorneys as needed.
• Maintain electronic and physical filing systems for easy retrieval of documents.
• Support for Estate Planning Team: Provide support to attorneys and paralegals in the estate planning department, assisting with various tasks as needed.
• Coordinate with other departments to gather information and documentation necessary for estate planning.
• Assist in organizing and preparing for estate planning seminars and presentations.
• Data Entry and Reporting: Enter and update client information in the company's database, ensuring accuracy and completeness.
• Generate reports and summaries of client data for review by the estate planning team.
• Assist in the preparation of monthly and quarterly reports on department activities and performance.

Conoscenze

Microsoft Office

Organizational skills

Attention to detail

Written communication

Verbal communication

Confidentiality

Customer service

Formazione

High school diploma

Associate or Bachelor’s degree preferred

Strumenti

Document management systems

Descrizione del lavoro

Anderson Advisors is seeking an Administrative Assistant to support the estate planning department, handling document preparation, filing, and client communications. You will schedule appointments, coordinate with attorneys, and ensure secure, accurate document management.

The role requires discreet handling of sensitive information, strong written and verbal communication, and excellent customer service. A suitable candidate will help maintain efficient workflows and collaborate across