Job Description

Job Description

Job Description

Summary:
Are you a seasoned professional in banking, finance, accounting, or a related industry seeking a fresh and exciting career change? Or have you already worked in estate administration and are looking for a meaningful next step? Either way, consider stepping into the heart of our team as an Estate Administration Coordinator, where every day brings an opportunity to make a genuine difference. You'll be a friendly guide and problem-solver, turning challenging moments into peace of mind for our clients. Join us in bringing a little more light and ease to the lives of those we serve—your compassion and upbeat spirit will help shape brighter futures! If you have a knack for detail, love solving puzzles and have a heart to serve those experiencing loss, then this position could be for you! This role provides the opportunity to assist families after someone passes away to handle the estate assets and distribution of assets according to their will. 

Responsibilities: 

• Review client files to prepare Final Accounts and related correspondence and documentation 

• Prepare and file probate petitions and other necessary court documents. 

• Systematically collect, organize, and manage information gathering regarding the decedent’s assets, liabilities, and beneficiaries. 

• Communicate with clients via email and phone, maintaining detailed digital records of all interactions 

• Ensure compliance with deadlines and procedural requirements for court and tax filings 

• Track case status and keep time records in the database 

• Provide updates and maintain task visibility through internal digital task management and databases 

• Accurately research records online and at courthouse, including researching deeds 

• Prepare and proofread correspondence

• Ensure strict confidentiality in handling sensitive client and firm information 

• Manage multiple cases and deadlines in a fast-paced environment 

• Other duties as assigned by the attorney or supervisor 

Qualifications: 

• 1–5 years of experience in Estate Administration preferred 

• 1-2 years' experience in banking, finance, accounting or related field preferred. 

• Associate or bachelor's degree in related field. 

• Confident with technology and working primarily in digital format 

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), with strong experience using cloud-based documents (OneDrive) and legal research databases 

• Exceptional written and verbal communication skills 

• Strong organizational skills and the ability to manage multiple tasks efficiently 

• Natural inclination to follow systems and processes 

• A professional demeanor with a focus on excellent client service 

• High attention to detail and the ability to ensure the accuracy of every document 

• Self-motivated and capable of working independently while contributing to a collaborative team 

Compensation Based on Experience  

Why Join Us? 
For more than 20 years, The Elderlaw Firm has protected countless families and their hard-earned money from life's events including incapacity and death. We pride ourselves on building strong relationships with our clients where we map out an estate planning strategy. 

• A structured, supportive work environment where your strengths are valued 

• A team that appreciates precision, reliability, and thoughtful problem-solving 

• Competitive salary and benefits 

• Opportunities for professional development and growth 

• Innovative work environment focused on efficiency 

• Fun staff lunches, team building activities and staff retreats 

Job Tags

Similar Jobs