Estate Planning Plan Administrator — Training & Growth

Build My Great Team® by Atticus®; Johnston (IA); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Annual performance bonus

New hire clothing allowance

Wellmark HDHP with HSA (employer)

Aflac dental & vision

Disability insurance

401(k) with employer contribution

PTO 15 days; holidays; birthday off

Job summary

Legacy Law Firm, P.C. is opening a new Johnston office in Iowa and seeks two Plan Administrators to support attorneys and clients from start to finish. No legal background is required; our training program will teach you everything you need to know.

The role blends 60% computer work with 40% client communication in person, phone, and email. Join a fast-paced, collaborative team with strong training, growth opportunities, and a schedule that respects personal time.

Qualifications

• 2+ years in a fast-paced office management, administration, legal, accounting, teaching, or banking role
• Impeccable attention to detail and strong proofreading skills
• Strong time management and organizational skills, with the ability to juggle multiple tasks with precision
• Proficiency in Microsoft 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 positive, can-do attitude, a deadline-driven mindset, and self-starter energy

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

Office management

Proofreading

Time management

MS Word

Excel

Outlook

Adobe apps

Communication

Following processes

Self-starter

Education

Bachelor's degree in related field

Tools

Microsoft Word

Excel

Outlook

Adobe applications

Job description

Legacy Law Firm, P.C. is opening a new Johnston office in Iowa and seeks two Plan Administrators to support attorneys and clients from start to finish. No legal background is required; our training program will teach you everything you need to know.

The role blends 60% computer work with 40% client communication in person, phone, and email. Join a fast-paced, collaborative team with strong training, growth opportunities, and a schedule that respects personal time.