Estate Administration Client Services Specialist

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