
Estate Planning Project Coordinator
2 days ago
We are seeking a highly organized and proactive Project Manager to support our solo legal practice specializing in estate planning and related services.
This role is ideal for someone with strong project coordination skills who thrives in a structured environment and enjoys client-facing communication.
- Review all existing open files and convert them into structured projects, identifying key milestones, deliverables, timelines, and deadlines.
- Build and maintain internal status review documentation to track progress and ensure accountability.
- Build and maintain external status review documentation for client-facing updates.
- Serve as the primary point of contact for clients, proactively delivering file updates with a consistent communication cadence.
- Coordinate with legal staff and external stakeholders to ensure timely completion of tasks and adherence to deadlines.
Project Planning Experience:
Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana).
Administrative Background:
Demonstrated experience in project management, office administration, or operations.
Organizational Skills:
Exceptional ability to manage multiple projects, prioritize tasks, and meet deadlines.
Communication:
Excellent written and verbal communication skills, with a professional and client-friendly tone.
Time Management:
Proven ability to manage competing priorities in a fast-paced environment.
Professionalism:
Reliable, proactive, and detail-oriented approach to work.
Bonus Attributes:
Familiarity with legal terminology or document workflows (not required but helpful).
Experience working with solo practitioners or small teams.
Comfort with remote collaboration tools (Zoom, Slack, Google Workspace).
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