Plan Administrator

Atticus, Inc.; Johnston (IA); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Wellmark HDHP with HSA

401(k) with employer contribution

PTO 15 days/year

10 holidays

Birthday half-day

Clothing allowance

Voluntary dental/vision/insurance

Job summary

Legacy Law Firm, P.C. in Johnston, IA is opening a new office and hiring two Plan Administrators. The role supports attorneys and clients from start to finish, with about 60% computer work and 40% client contact in person, by phone, or email.

You will work with the Johnston attorneys and our Sioux Falls team, following established processes and contributing to a fast-paced, collaborative environment that values quality and client service.

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.

Responsibilities

• Draft legal documents and letters.
• Gather information from clients and outside professionals for estate plans.
• Review bank statements, organize files, and prepare mailings/notices.
• Maintain accurate client files and support attorneys throughout the estate planning process.
• Meet with clients in person and provide ongoing support.

Skills

Attention to detail

Communication

MS Word/Excel/Outlook/Adobe

Education

Bachelor's degree preferred

Job description

Johnston, Iowa (Des Moines Area) | Full-Time | In-Office

New Johnston, IA Office

If you thrive in a fast-paced environment, have great attention to detail, and love helping people, you may be our next team member. Legacy Law Firm, P.C. is opening a new office in Johnston, Iowa and hiring two Plan Administrators. No legal background is necessary. Our training program will teach you everything you need to know.

Who We Are

Legacy Law Firm, P.C. is a boutique law firm helping clients through estate planning, business planning, and elder law. Our home office is in Sioux Falls, South Dakota, and our new Johnston office brings that same approach to the Des Moines area. We take pride in meaningful work, a positive culture, and a team that is truly collaborative.

Our practice is fast-paced, and we don't have quiet days. We get stuff done, we support each other, and we still make quality of life outside of work a priority, which shows in our benefits and our schedule. Our growth and strong reputation come from exceptional client service and loyal teamwork, and we want people who want to grow, reach their goals, and contribute to something bigger.

About the Role

Our Plan Administrators work as the direct assistant to our attorneys and clients, supporting each estate plan from start to finish. You'll work closely with the Johnston attorneys and our experienced Sioux Falls team, which has well-established systems and processes. The role is about 60% computer-based work and 40% client communication by phone, email, and in person.

Key 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.

Who Should Apply

No legal experience? No problem. You may be a great fit if you have a strong background in:

• A detail-oriented, client-facing office role that involves following established processes.
• Office or administrative management.

Required:

• 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:

• A bachelor's degree in a related field.
• Experience in a legal, estate planning, or financial services setting.

Why This Role Stands Out

• Thorough training from an experienced estate planning team.
• The chance to help build a new office from the ground up.
• A schedule that protects your time: Monday through Thursday, 8:00 am to 5:00 pm, and Friday, 8:00 am to 1:00 pm.
• Bonus opportunities on top of competitive pay.

Compensation and Benefits

• Pay: $24 to $30 per hour, commensurate with experience.
• Annual performance bonus of 3% of salary, a $500 new hire clothing allowance after 90 days, and a $500 yearly personal improvement bonus after one year.
• Firm-paid employee premium on the Wellmark HDHP Silver Plan with HSA (PPO option available).
• Voluntary Aflac dental, VSP vision, and Aflac supplemental insurance.
• Long-term disability through Northwestern Mutual and a dependent care FSA.
• 401(k) through Edward Jones with a 3% employer contribution after one year.
• 15 days of accrued PTO per year to start, 10 paid holidays, 2 floating holidays, and your birthday afternoon off.

Equal Opportunity Employer

Legacy Law Firm, P.C. is an equal opportunity employer and does not discriminate on the basis of any legally protected status.