Estate Planning Specialist

2 days ago


Baguio City, Cordillera, Philippines beBeeProject Full time ₱4,500,000 - ₱6,000,000
Project Coordinator – Estate Planning Specialist

Seeking an organized and proactive individual to support a 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.

Key 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.
Required Skills:
  • 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 multiple projects, prioritize tasks, and meet deadlines.
  • Excellent written and verbal communication skills, with a professional and client-friendly tone.
  • Proven ability to manage competing priorities in a fast-paced environment.
  • Reliable, proactive, and detail-oriented approach to work.
Benefits:

Training will be provided on legal-specific workflows. Familiarity with legal terminology or document workflows is beneficial but not required.

Bonus Attributes:
  • Familiarity with remote collaboration tools (Zoom, Slack, Google Workspace).

This is an excellent opportunity for a highly motivated and organized individual to join our team and contribute to the success of our practice.



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