Estate Planning Coordinator

1 day ago


General Santos, Soccsksargen, Philippines beBeeProject Full time ₱400,000 - ₱800,000
Project Coordination Specialist

We are seeking a highly organized and proactive project coordinator to support our estate planning practice.

This role is ideal for someone with strong 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.

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:
  • Project Planning Experience: Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana, ClickUp)
  • 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:
  • 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)
Benefits:
  • Opportunity to work in a dynamic and growing estate planning practice
  • Training and development opportunities to enhance your project management skills
  • A collaborative and supportive work environment


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