What are the responsibilities and job description for the Estate Planning Coordinator position at Innovative Driven?
We are seeking an experienced Estate Planning Coordinator to join our team at Innovative Driven. In this role, you will be responsible for monitoring and tracking legal files, ensuring timely follow-ups and accurate billing. You will also collaborate with attorneys to manage workflow, assignments, and client needs.
Key responsibilities include:
- Assisting with marketing and social media initiatives
- Supporting accounts receivable, invoice processing, and collections
- Updating and maintaining client communication lists in HubSpot and Salesforce
Preferred qualifications include minimum 3 years' experience in a legal support role, specifically in Elder Law/Estate Planning, and a BA/BS degree or equivalent work experience.
