Estate Planning Project Coordinator

3 days ago

Manila, National Capital Region, Philippines beBeeProject Full time ₱1,800,000 - ₱2,500,000

Job Title: Project Coordinator – Estate Planning


We are seeking a highly organized and proactive Project Coordinator to support our estate planning and related services team. 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.


Qualifications:

  • Project Planning Experience:

    We require 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 is essential.

  • Organizational Skills:

    You will need 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 are required.

  • Time Management:

    Proven ability to manage competing priorities in a fast-paced environment is necessary.

  • Professionalism:

    A reliable, proactive, and detail-oriented approach to work is expected.


Bonus Attributes:

  • Familiarity with legal terminology or document workflows is beneficial but not required.

  • Experience working with solo practitioners or small teams is advantageous.

  • Comfort with remote collaboration tools (Zoom, Slack, Google Workspace) is desirable.


This role offers the opportunity to work in a dynamic and supportive environment, where you can make a real difference in the lives of our clients. If you are a motivated and organized individual with a passion for project coordination, we would love to hear from you.

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