Estate Planning Operations Coordinator

1 day ago

Cainta, Calabarzon, Philippines beBeeProjectManager Full time ₱7,200 - ₱7,800
Job Description

We are seeking a highly organized and proactive professional 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. No prior law office experience is required—just a passion for operational excellence and a commitment to delivering consistent, high-quality support.

The successful candidate will have the ability to manage multiple projects, prioritize tasks, and meet deadlines while maintaining a reliable, proactive, and detail-oriented approach to work.

Additionally, they should be comfortable working with remote collaboration tools (Zoom, Slack, Google Workspace) and familiar with legal terminology or document workflows.


Responsibilities:
  • 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.

Qualifications and Requirements
  • Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana, ClickUp).
  • Demonstrated experience in project management, office administration, or operations.
  • Exceptional ability to manage competing priorities in a fast-paced environment.
  • Excellent written and verbal communication skills, with a professional and client-friendly tone.
  • Proven ability to work effectively in a remote team setting.
  • 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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