Estate Planning Plan Administrator — Training & Growth

Build My Great Team, Inc.; North Carolina; Presencial; USD 33.000 - 41.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Thorough training

Build new office

Structured schedule: Mon-Thu 8:00–17:0

Bonuses and competitive pay

Descripción de la vacante

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

The role blends computer-based work with direct client communication by phone, email, and in person, within a collaborative Des Moines area team. If you excel in detail and organization, apply now.

Formación

• 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.
• Preferred: Bachelor's degree in a related field.

Responsabilidades

• 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.

Conocimientos

Attention to detail

Communication

Time management

Organizational skills

Self-starter energy

Educación

Bachelor's degree preferred

Herramientas

Microsoft Word

Microsoft Excel

Outlook

Adobe Acrobat

Descripción del empleo

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

The role blends computer-based work with direct client communication by phone, email, and in person, within a collaborative Des Moines area team. If you excel in detail and organization, apply now.