Trust and Estate Coordinator

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

Description

The individual in this role will be supporting the Firm’s Private Wealth Services practice group and Bequest Revenue program as well as interacting with Firm clients.

Key Responsibilities Include

• Support the Firm’s national Bequest Revenue Program. Run point on individual bequest files.
• Direct interface with Executors / Trustees, outside attorneys, accountants, and clients to accelerate the distribution of cash and assets from matured bequests.
• Identify probate mistakes, fraud, tax errors, missed statutory deadlines, and excessive fees.
• Respond to H&K attorney and client questions.
• Charge billable time to individual files as a timekeeper via Intapp.
• Flexibility to work remotely on billable matters with Partner approval.
• Manage the startup / roll out process for new clients.
• Organize and convert paper files to H&K’s paperless platform, conduct scanning, uploading, and oversee the Level 1 Review process.
• Prepare website records for attorney review.
• Attend client and prospective client events outside the office.
• Prepare marketing materials, proposals and Engagement Letters in support of the Bequest Revenue Program.
• Organize dinners, meetings, conferences and travel logistics in support of H&K attorneys.
• Review / organize / edit monthly Pre-Bills.
• Resolve mistakes and issue clean invoices.
• Prepare tracking spreadsheets and address outstanding A/R.
• Respond to all client billing questions.
• Manage the H&K – Client Escrow accounts.
• Produce monthly net fee summaries.
  
  

Qualifications

• Excellent verbal and written communication skills.
• Great interpersonal skills.
• Experience with Microsoft Office Suite.
• Organizational and time management skills.
  
  

Minimum Education

• Bachelor’s degree preferred but may be substituted for relevant legal work experience.
  
  

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be at their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being. Below is a list of just some of the benefits we offer: generous paid time off; eleven paid holidays per year; time off for bereavement or jury duty; paid leave for new parents; comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSA or HSA; FSA for dependent care; supplemental AFLAC policies for medical care; excess liability coverage; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup care for children and adults; senior care planning support; and resources for individuals with development disabilities and their caregivers.

Benefits may vary by position and office.

Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.