Manager, Legal Assistant (Estate Planning)

Job Summary

Managing a team of service specialists, the full-time Manager, Legal Assistant (Estate Planning) will oversee daily operations, support estate planning strategists, and ensure high-quality client interactions in a remote environment.

Key Responsibilities

• Oversee and manage the performance of service specialists while ensuring adherence to best practices
• Draft correspondence and manage client communications throughout the estate planning process
• Recruit, train, and mentor new service specialists while leading regular team meetings

Required Qualifications

• High school diploma or equivalent
• Five years of experience in a legal setting, preferably in a law firm or in-house
• Experience managing a team of individual contributors
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality and manage time-sensitive tasks effectively