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