Estate Planning Legal Manager

Job Summary

Managing a team of service specialists, the full-time remote Manager, Legal Assistant (Estate Planning Service) will support estate planning strategists by overseeing client interactions, drafting correspondence, and ensuring efficient team performance in a fast-paced legal environment.

Key responsibilities:

• Oversee and manage the team of service specialists, ensuring adherence to key metrics and best practices
• Draft correspondence for clients and wealth management teams while maintaining client files and scheduling meetings
• Recruit, train, and onboard new service specialists, leading regular team meetings to foster development

Required qualifications:

• High school diploma or equivalent
• 5 years of experience in a legal setting, preferably in a law firm or in-house
• Experience managing a team of individual contributors
• Proficiency in MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality and prioritize tasks in a busy environment