
Estate Planning Project Lead
2 days ago
We are seeking a highly organized and proactive project lead to support a legal practice specializing in estate planning and related services.
About the Role:
This is an ideal opportunity for someone with strong project coordination skills who thrives in a structured environment and enjoys client-facing communication.
Duties and 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.
- Serve as the primary point of contact for clients, proactively delivering file updates with a consistent communication cadence.
Key Skills and Qualifications:
- Project Planning Experience: Recent hands-on experience with project management tools (e.g., Jira, Trello, Asana).
- 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 tone.
- Time Management: Proven ability to manage competing priorities in a fast-paced environment.
- Professionalism: Reliable, proactive, and detail-oriented approach to work.
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