Manager, Legal Assistant – Estate Planning Service

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise, assist, and lead the service specialist team in alignment with key metrics and industry best practices.

• Manage service specialists through daily oversight, training, time management support, coaching, and mentoring.

• Create and enhance internal resources for the Estate Planning division.

• Oversee time-off requests and timekeeping duties for the service specialist team.

• Recruit, train, and onboard new service specialists effectively.

• Conduct regular meetings for service specialists.

• Prepare communications for wealth management teams and clients.

• Assist an estate planning strategist throughout the estate planning process.

• Act as the primary client liaison and handle client communications.

• Manage calendar and schedule meetings for a strategist.

• Answer phone calls and carry out general administrative duties.

• Maintain estate planning documents and facilitate estate planning reviews as a liaison among specialists, wealth management teams, and clients.

• Organize client files and prepare and finalize meeting notes.

• Fulfill other assigned responsibilities and urgent tasks.

⛳️ Requirements

• High school diploma or equivalent is required.

• A minimum of 5 years of experience in a legal environment, preferably in a law firm or in-house.

• Experience in managing a team of individual contributors is essential.

• Demonstrates a strong work ethic and a self-starter mentality.

• Capable of performing well under pressure, meeting deadlines, prioritizing tasks, and delivering multiple assignments on time.

• Exceptional communication and organizational skills are required.

• Proficient in MS Word, Excel, Adobe, and Outlook.

• Ability to maintain confidentiality in all matters.

• Possesses a positive attitude and enjoys collaborating as part of a team.

• Able to prioritize and manage multiple tasks in a fast-paced environment.

• Available Monday through Friday, 8 AM to 5 PM, with occasional early or late hours.

• Must have a dedicated home office workspace that is free from interruptions when working remotely.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan available.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacation and sick leave.

• Employee Assistance Plan offered.

• Family Medical Leave available.

• Paid Parental Leave (8 weeks) provided.

• Maternity benefits that utilize company-paid STD, any supplemental STD, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program available.

• Company Paid Concierge Services offered.

• 401(k) Retirement Plan with Traditional and Roth options, per pay period match, and after-tax contributions available.

• Pet Insurance provided.

• Personalized financial planning and guidance available at preferred employee pricing.

• Eligibility for incentive compensation.

• Basic technology needs provided for the role.