What are the responsibilities and job description for the Estate Coordinator position at C&M Legal Search, LLC?
The Estate Coordinator plays a critical role in providing administrative support to Estate Advisors and the Estate Team, handling a variety of responsibilities. Key duties include assisting Estate Advisors in managing estates per document terms, aiding Trustees with administrative decisions, and facilitating communication with clients, lawyers, and other stakeholders. The Coordinator is responsible for handling routine and complex transactions, such as client bill payments, scheduling meetings, and managing insurance matters. Additionally, they respond to inquiries, screen calls, and ensure efficient email and voicemail management. Maintaining electronic filing systems, processing mail, and managing estate tax filings are also part of the role, along with tracking probate court activities and updating estate inventories. To succeed, the Coordinator must exhibit essential competencies, such as proactive teamwork, effective communication, and strong organizational skills. A Bachelor’s Degree and relevant administrative experience are required, alongside excellent verbal and written skills, proficiency in Microsoft Office, and the ability to adapt to new applications. Ideal candidates will demonstrate the ability to work independently while engaging with supervisors and managing multiple projects under tight deadlines.
