Administrative Specialist

We help good stewards protect the fruits of their labor with value centered estate planning and elder law solutions.

Schedule: Monday–Thursday 8:30 a.m.–4:30 p.m.;
Friday 8:30 a.m.–3:00 p.m.

This role provides support for both client-facing operations and the management of probate and estate planning matters. This role ensures smooth day-to-day office operations while supporting attorneys and the Director of Client Services in client intake and communications. This position can expect 30-40 hours of work per week.

• Support Director of Client Services in answering calls, emails, and conducting initial client intake.
• Draft and manage probate case files, including scheduling, document tracking, and correspondence.
• Lead, organize, and track trust funding projects and coordination with financial institutions.
• Prepare client communications, newsletters, and firm announcements.
• Provide general administrative support to attorneys, including document preparation and proofreading.
• Serve as a notary and a witness on legal documents.
• Assist in tracking deadlines and ensuring timely follow-up on client matters.

• Professional experience in administration, banking, finance, the legal profession, or related fields preferred.
• Excellent written and verbal communication skills, with strong attention to detail.
• Highly organized, able to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite.
• Demonstrated problem solving abilities and initiative.
• Demonstrated ability to manage confidential information with discretion and professionalism.
• At least five years of experience preferred.

• Location:
  
  Montgomery, AL
• Salary: $47,332.00-$59,590.00
• Employment type:
  
  Full-time
• Job function:
  Administrative
• Industry: Law Practice