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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and the ability to manage client communications effectively throughout the estate planning process. Proficient in using Lawmatics and Microsoft Word and Excel to track case progress and coordinate appointments.
Highest-signal resume keywords
Estate Planning ExperienceClient Service SkillsOrganizational SkillsWritten And Verbal Communication SkillsProficiency In Microsoft Word And Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate PlanningCase CoordinationDocument ReviewTask TrackingWorkflow ImplementationMicrosoft WordMicrosoft ExcelLawmatics Proficiency
Soft Skills
Strong Communication SkillsAbility To Prioritize TasksAttention To Detail
Tools & Technologies
LawmaticsWindows 11WebcamQuality Headset With MicrophoneEthernet Connection
Industry Keywords
Legal FieldClient AppointmentsDiligence PlanRemote Work Environment
About the role
Key responsibilities & impact- Communicate with clients throughout the estate planning process
- Send welcome emails, respond to emails and phone calls, and provide timely follow-up
- Schedule client appointments, document reviews, and signing ceremonies
- Share drafts and completed documents with clients
- Help create and implement communications and workflows in Lawmatics
- Use automated messages, reminders, and tasks alongside personal follow-up
- Support clients enrolled in the firm’s Diligence Plan
- Coordinate appointments, document updates, and signing arrangements
- Track case progress and identify delays and overdue deliverables
- Coordinate with team members to keep matters on track
- Provide weekly updates on completed work, current priorities, and upcoming appointments and deliverables
- Prepare and share PDFs of signed or updated documents
- Coordinate closing communications
- Work with an attorney, drafter, and other estate planning support professionals
Requirements
What you’ll need- Experience in the legal field is preferred but not required
- Experience in estate planning, client service, or case coordination is preferred but not required
- Excellent organizational skills
- Ability to closely follow established policies and procedures
- Strong written and verbal communication skills
- Impeccable spelling and grammar
- Ability to prioritize tasks, track deadlines, and follow through consistently
- Proficiency in Microsoft Word and Excel
- Ability to learn new software and technology, including Lawmatics
- Ability to remain focused and productive throughout the workday in a remote environment
- Computer with Windows 11 or newer
- Minimum 16 GB RAM
- 500 GB SSD or larger
- Intel Core i5 10th Generation processor or equivalent minimum
- External mouse
- Webcam
- Quality headset with microphone
- UPS or inverter for uninterrupted power
- Fiber or equivalent internet connection with minimum 100 Mbps
- Uncapped internet service
- Ethernet connection; Wi-Fi is not acceptable
- Must have or be willing and able to obtain the specified technology within two weeks of the start date
- Resume and cover letter must be uploaded as PDFs
- Application response must contain only the spelling mistake found in the job posting
Benefits
Comp & perks- Training will be provided
- Objective, metrics-driven bonus plan
- Remote work from home in South Africa
- Approximately 40 working hours per week, Monday through Friday
- Work schedule aligned with Eastern Time/South African Standard Time
- Great Place to Work-certified employer
- Professional growth opportunity