
Estate Planning Project Manager
7 days ago
We are seeking a highly organized and proactive project coordinator 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.
About the RoleAs a project coordinator, you will be responsible for reviewing all existing open files and converting 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
We offer a dynamic work environment where you can utilize your organizational skills, prioritize tasks, and meet deadlines. If you have recent hands-on experience with project management tools (e.g., Jira, Trello, Asana, ClickUp) and exceptional ability to manage multiple projects, we want to hear from you.
RequirementsTo be successful in this role, you should have:
- Project Planning Experience: Recent hands-on experience with project management tools.
- 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.
- Legal Experience: Not required—training will be provided on legal-specific workflows.
Bonus attributes include familiarity with legal terminology or document workflows, experience working with solo practitioners or small teams, and comfort with remote collaboration tools (Zoom, Slack, Google Workspace).
What We OfferA reliable and proactive team member who thrives in a structured environment and enjoys client-facing communication will find this role fulfilling.
How to ApplyWe look forward to hearing from you if you possess the necessary qualifications and enthusiasm for this role.
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