Manager, Legal Assistant (Estate Planning Service) - West Coast
Core
Manage a team of service specialists and support estate planning strategists by overseeing client interactions, drafting correspondence, and maintaining estate planning documents.
Role type
Manager, Legal Assistant (Estate Planning)
Builds
Estate planning processes and client service workflows for high-net-worth families
Domain
Financial Services / Estate Planning
Deliverable
client delivery
Required skills
Team management, client communication, document drafting, calendar management, file maintenance, MS Office proficiency, confidentiality
Preferred skills
5+ years legal experience, law firm or in-house background, experience managing individual contributors
Responsibilities
Oversee and coach service specialists, draft correspondence to wealth management teams and clients, act as primary point of contact for clients, maintain client files and estate planning documents, manage team timekeeping and scheduling
Seniority
Manager, hands-on IC with team leadership