Estate Planning Project Coordinator

2 days ago

San Fernando, Central Luzon, Philippines beBeeProject Full time ₱7,200 - ₱7,800
Project Coordinator Opportunity

We are seeking a detail-oriented and proactive Project Coordinator to support our estate planning practice.

This role is ideal for someone with strong organizational 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.
Qualifications
  • Project Management 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.
  • 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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