Estate Planning Operations Coordinator

Paylocity; Tacoma (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

Paylocity seeks an organized administrative professional to support the Trust & Estate Planning teams. Responsibilities include managing documents, coordinating workflows, preparing correspondence, and supporting meetings and events.

The role requires 2+ years in a fast-paced office setting and proficiency with Word, Excel, PowerPoint, and Adobe Pro. This on-site position emphasizes accuracy, confidentiality, and multitasking abilities.

Qualifications

• Associates degree or business certificate preferred; High school diploma or equivalent required.
• Minimum 2 years related experience in a professional fast-paced office environment.
• Intermediate Microsoft Office skills including Word, Excel, Adobe Pro, and PowerPoint required.

Responsibilities

• Coordinate workflow and inter-departmental communication support to the Trust & Estate Planning teams.
• Assist with trust department administrative functions; process amendments and revisions; prepare correspondence; process account reviews; collaborate with other departments.

Skills

Communication

Organizational skills

Teamwork

Problem solving

Education

Associates degree or business certificate

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Adobe Acrobat Pro

PowerPoint

Job description

Paylocity seeks an organized administrative professional to support the Trust & Estate Planning teams. Responsibilities include managing documents, coordinating workflows, preparing correspondence, and supporting meetings and events.

The role requires 2+ years in a fast-paced office setting and proficiency with Word, Excel, PowerPoint, and Adobe Pro. This on-site position emphasizes accuracy, confidentiality, and multitasking abilities.