Estate Planning Assistant
Core
Provide proactive administrative and office support to estate planning lawyers, acting as a key point of contact for clients and managing the end-to-end progression of legal matters.
Role type
Administrative Assistant (Legal/Trustee)
Builds
Client files, legal matter documentation, and administrative workflows for a trustee company.
Domain
Legal services / Trustee and Estate Planning
Required skills
Administrative support, file management (hard and soft copies), client communication, MS Office proficiency, CRM usage (Salesforce), organizational skills, witnessing wills
Preferred skills
Legal Assistant experience, Trustee/Finance industry exposure, Salesforce experience
Responsibilities
Act as a key point of contact for client enquiries, maintain data consistency and risk control in workflows, coordinate tasks to meet deadlines, manage archival and retrieval of client files, witness wills where appropriate, provide overflow coverage for Document Services Administrator
Seniority
Junior to Mid-level, supportive team member