Estate Administration Client Services Specialist, Hickory

Job Description

Job Description

This position offers meaningful responsibilities, direct client engagement, and the opportunity to become a valued long-term member of a highly collaborative and respected firm. The Estate Administration position plays a central role in the firm’s estate and trust administration practice. The successful candidate will independently manage complex matters, serve as a primary point of contact for clients and ensure all aspects of administration are handled efficiently, accurately, and with exceptional service. Estate Administration Client Support· The Estate Team Client Support is ideally an experienced paralegal or legal assistant.· The Estate Client Support initiates the workflow of estate administration matters.· This role is blends casework, case management, and team leadership to ensure high-quality legal services, consistent processes, and excellent client experience.· Identify and gather estate assets; prepare and maintain detailed inventories· Coordinate with attorneys and paralegals to ensure timely and accurate fillings· Track deadlines, manage workflows, and proactively identify issues before they arise· Serve as liaison between attorneys, clients, and paralegals· Track deadlines· Preparing, filing, and tracking necessary documents with EFile system· Maintain disciplined file organization and accurate status reporting across multiple active files· Notify and Collect new client consult fee· Initial meeting or call with client collect consult fee· Review submitted documents and follow-up with client with any questions· Schedule bi-monthly status update meetings with clients· Work closely with attorneys, paralegals, and clients in obtaining any final missing information needed for final account Requirements· 2 years of experience in estate administration· Demonstrated ability to work well with others· Detailed oriented· Demonstrated ability to start due diligence intelligently and keep transactions on track· Excellent client service and communication; consistently professional with all parties· Strong organization and ability to manage multiple deadlines and active matters· High integrity, discretion, and comfort handling confidential client matters· NC Notary