Trust & Estates Legal Coordinator Job at CameronCraigGroup, Chicago, IL

OXl6Y2dTbTl1STl4WTlPYUYwd2o3STRER0E9PQ==
  • CameronCraigGroup
  • Chicago, IL

Job Description

Note : This position requires employees to be on-site five days a week at our client’s Chicago, IL office.
Note : You must have at least 5 years of experience in trusts & estates, and be proficient in Microsoft Word and Outlook. If you do not meet this requirement, please do not schedule a call, as it will be canceled.

About Our Client

Our client is a highly respected and forward-thinking law firm known for its commitment to exceptional client service and a strong internal culture. They serve a mix of entrepreneurs, private companies, and high-net-worth individuals across a variety of practice areas, and they place great value on collaboration, innovation, and a people-first approach.

Job Description

  • Coordinate directly with clients regarding estate planning documents and signing appointments
  • Prepare estate execution packages and manage all post-signing follow-ups
  • Witness and notarize estate planning documents
  • Format and revise wills, trusts, powers of attorney, and related documents
  • Maintain organized digital and physical client files
  • Collect, compile, and process sensitive financial and legal documents
  • Draft and edit letters, emails, and general correspondence
  • Handle incoming mail, emails, and document scanning
  • Manage attorney calendars and schedule meetings using Outlook
  • Process billing, invoices, credit card reconciliations, and reimbursements
  • Make travel and restaurant reservations as needed
  • Assist with other administrative tasks and special projects

Qualifications

  • Minimum 5 years of experience in a legal assistant or legal coordinator role within trusts & estates
  • Strong communication, proofreading, and organizational skills
  • Able to work well under pressure and adapt to shifting priorities
  • Proficient in Microsoft Word and Outlook; Adobe Acrobat and DocuSign a plus
  • Familiarity with iManage and HotDocs strongly preferred
  • Notary public (or willingness to become one)
  • Comfortable taking initiative and managing projects independently

Why This Is a Great Opportunity

  • Work with a firm that values your contributions and offers long-term growth potential
  • Join a well-established trusts & estates group with a supportive and collaborative team
  • Gain exposure to sophisticated estate planning work for high-net-worth clients
  • Benefit from a stable and structured law firm with great internal systems and tools
  • Generous compensation, benefits, and opportunities for performance-based bonuses

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

JPC-310

#LI-SK3

Job Tags

Shift work,

Similar Jobs

FALCON HEALTHCARE

Registered Nurse (RN) Hospice PRN Job at FALCON HEALTHCARE

 ...comfortable, safe, and healthy in their own home. As one of our nurses put it, its an honor to be in someones home taking care of them...  ...Manager Minimum Education & Experience Requirements: Current RN License active and in good standing Minimum of 1-year... 

Parintec

Quality Assurance Tester - Remote Role Job at Parintec

 ...Title : Quality Assurance Tester Location : Atlanta, GA Remote Duration : 2 Months Interview : Web Cam Interview Only Job Description: Qualifications and Education Requirements Bachelor's degree in related field AND Five... 

Balance Claims

Storm Restoration Estimator Job at Balance Claims

 ...their construction job fileadministration, including both the estimates and supplements work processes. We partner with most of the...  ...Responsibilities and Duties Our Insurance Restoration Estimators use Xactimate software and other estimating softwares to administratively... 

Smart Consulting

UX/UI Designer (m/f) Job at Smart Consulting

 ...nacionais e internacionais em IT e Telecomunicaes e queremos fazer parte da tua histria.O que precisas para ser um SMART UX/UI DESIGNER?Licenciatura em Design, Design de Comunicao, Multimdia, Engenharia Informtica ou similarExperincia comprovada em... 

TM Services

Assistant Management Trainee Job at TM Services

 ...brands. Due to our growth, we are looking for an Assistant Management Trainee to join our team. This entry-level leadership...  ...engagement skills Goal-oriented with a drive for results Business or management degree preferred Passion for customer service and team...