
Estate Planning Project Specialist
1 week ago
Our solo legal practice is seeking a highly organized and proactive project coordinator to support our 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.
- 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.
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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