Estate Planning Assistant

Legal Receptionist Opening with a Solid Boutique Law firm

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $100,000 per year

A bit about us:

Our client is a well-established, client-focused law firm dedicated to helping individuals and families plan for the future with clarity and confidence. This company concentrates its practice on estate planning, trust administration, and related private client matters, delivering thoughtful, personalized legal solutions tailored to each client's unique goals. The firm is known for its collaborative environment, attention to detail, and commitment to providing an exceptional client experience at every stage of the estate planning process.

Why join us?

Our client is a well-established, client-focused law firm dedicated to helping individuals and families plan for the future with clarity and confidence. This company concentrates its practice on estate planning, trust administration, and related private client matters, delivering thoughtful, personalized legal solutions tailored to each client's unique goals. The firm is known for its collaborative environment, attention to detail, and commitment to providing an exceptional client experience at every stage of the estate planning process.

Job Details

Requirements:

• Prior experience in a law firm or professional services environment, preferably supporting estate planning, trusts and estates, or private client matters
• Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously
• Experience preparing, formatting, and proofreading legal documents such as wills, trusts, powers of attorney, and related correspondence
• Comfortable coordinating client communications, scheduling meetings, and maintaining accurate files and records
• Proficiency with Microsoft Office and legal practice management or document management systems
• High level of discretion and professionalism when handling sensitive client information
• Excellent written and verbal communication skills
• Detail-oriented mindset with a proactive, team-oriented approach

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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