Manager, Legal Assistant (Estate Planning Service) - West Coast

Overview

The organization is seeking a Manager, Legal Assistant (Estate Planning Service) to support a team-centric Estate Planning group in a high-volume, client-facing environment. This role supports estate planning strategists and Service Specialists by guiding clients through the estate planning process. The position requires strong organization, attention to detail, and excellent verbal and written communication skills, along with the ability to manage time-sensitive tasks in a fast-paced legal setting.

Responsibilities

Team Management

• Oversee, support, and manage the team of Service Specialists to ensure performance aligns with key metrics and best practices for group, client, and advisor interaction
• Manage Service Specialists’ day-to-day work, including training, assisting with time management, coaching, and mentoring
• Develop and build internal resources to support Estate Planning group tasks
• Handle time off and timekeeping responsibilities for Service Specialists
• Recruit, train, and onboard new Service Specialists
• Lead regular Service Specialist meetings

Client and Advisor Support

• Draft correspondence for wealth management teams and clients
• Follow best practices for group, client, and advisor interaction
• Perform general administrative tasks and other duties as needed

Estate Planning Process Support

• Support an estate planning strategist throughout the estate planning process, including serving as a primary point of contact for clients
• Manage client communications, administer calendar management for a strategist, schedule meetings, and answer phones
• Support maintenance of estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients
• Maintain client files, including preparing and finalizing notes for meetings
• Perform other duties as assigned

Requirements

• High school diploma or equivalent
• 5 years’ experience in a legal setting, law firm, or in-house (preferred)
• Experience managing a team of individual contributors
• Strong work ethic with a self-starter attitude; ability to work under pressure, meet deadlines, prioritize, and deliver multiple tasks on time
• Excellent communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality on all matters
• Positive, “can-do” attitude and ability to work effectively as part of a team
• Ability to prioritize and multitask in a busy environment

Preferred Qualifications

• Experience in estate planning support or similar legal/admin operations (not explicitly required, but experience in a legal setting is preferred)

Compensation & Benefits

Base Pay Range

• $70,000—$85,000 USD

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications. The position may also be eligible to earn incentive compensation through an incentive compensation program.

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 if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits using company paid STD plus any supplemental STD, with Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for needs related to aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, plus an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from professionals offered at preferred employee pricing

Work Schedule

• Availability during standard business hours, Monday through Friday, 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs
• Non-exempt roles: record working time into the timekeeping system daily at the start and end of each workday, plus a 30-minute unpaid lunch period

Working Conditions

• Position may be in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Ability to routinely sit and stand for periods of time
• No heavy lifting over 10 lbs

Application Details

• Initial application deadline: 10/31/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled
• Encouraged to apply as early as possible

Equal Opportunity

The organization is an equal opportunity employer and does not discriminate based on any characteristic protected by applicable federal, state, or local law. Participation in E-Verify and compliance with federal employment eligibility verification requirements are included.

Location

Location is not specified in the provided posting.