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

Overview

The Legal Assistant Manager (Estate Planning Service) supports a fast-paced Estate Planning team in a team-centric environment with high volume client interaction. This role helps guide clients through the estate planning process by supporting estate planning strategists and Service Specialists. Strong organization, attention to detail, and excellent verbal and written communication skills are required. The manager must also be proactive and efficient when completing time-sensitive tasks and projects.

Responsibilities

Management

• Oversee, support, and manage the team of Service Specialists to ensure they perform according to key metrics and follow best practices for group, client, and advisor interaction
• Manage Service Specialists through day-to-day oversight, training, time management support, 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 Services

• 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
• Support an estate planning strategist throughout the estate planning process, including:
  • Serving as a primary point of contact for clients
  • Managing client correspondence
  • Administering calendar management for a strategist
  • Scheduling meetings
  • Answering phones
• Maintain 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
• 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
• Outstanding work ethic with a self-starter attitude; ability to perform under pressure, meet deadlines, prioritize, and deliver multiple tasks on time
• Outstanding communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality with all matters
• Positive “can-do” attitude and enjoyment working as part of a team
• Ability to prioritize and multitask in a busy environment

Preferred Qualifications

• Experience in estate planning support or related legal administrative work

Compensation & Benefits

Base Pay

• $70,000—$85,000 USD base pay range
• Actual base pay will be determined based on factors including geographic location, relevant experience, education, skills, and licenses/certifications.
• This position may be eligible for 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 offerings (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 utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company paid concierge services for care needs related to aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match, plus an after-tax option
• Pet Insurance
• Personalized financial planning and guidance offered at preferred employee pricing

Work Schedule

• Monday through Friday, 8AM to 5PM (standard business hours)
• From time to time, 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

• May be in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Application Information

• 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

Equal Opportunity

Equal opportunity employer. Participates in E-Verify and complies with federal employment eligibility verification requirements.

Accommodation

If you need an accommodation during the application or hiring process, request accommodation support during the process.