Caldwell Law is seeking a detail-oriented and compassionate individual to join our team as an Asset Alignment Coordinator. As an integral member of our close-knit team, you will play a vital role in our Asset Alignment Department, focusing on meticulous file management and providing exceptional client service in the estate planning and settlement field.
Job Summary: Join our team at Caldwell Law where you'll enjoy a variety of tasks in a supportive and collegial environment. You will primarily be responsible for creating and managing your own calendar, following up with financial advisors/counselors, and maintaining regular communication with clients. Your role will involve repetitive tasks related to file management, requiring excellent organizational skills and attention to detail. You will also have the opportunity to meet with clients, particularly as they approach the end of the titling process, providing support and guidance with empathy and professionalism.
Key Responsibilities:
Prepare titling documents to transfer clients’ assets and designate beneficiaries.
Create and manage calendar for scheduling meetings and follow-ups.
Regularly communicate with financial advisors/counselors and clients via email and phone.
Conduct in-person introductions as needed.
Meet with clients to discuss titling process and provide support.
Meticulously manage and track files, ensuring accurate and timely completion of tasks.
Support team and contribute ideas for process improvement.
Foster a positive and collaborative work environment.
Experience & Requirements:
Strong organizational skills with the ability to track and follow up on tasks.
Comfortable working in emotionally sensitive situations, such as those involving loss or severe diagnosis.
Excellent interpersonal skills with the ability to make clients feel supported and understood.
Proactive team player who actively contributes to team discussions and improvements.
Minimum of 2 years, preferably 5+ years’ experience in estate planning/settlement work preferred or experience as a CPA, Bookkeeper or have Banking industry experience will help you be successful in this role.
We value our team and for full-time staff offer:
Health insurance – firm pays 80% for employee
401k – firm contribution is up to 4%
Bonus potential
Paid time off
Waiting period for some benefits
Office Culture: At Caldwell Law, we prioritize teamwork and camaraderie. You'll work closely with colleagues who value positivity, collaboration, and mutual support. We believe in creating a supportive and uplifting work environment.
Additional Considerations:
Hybrid work opportunity with flexible schedule to accommodate in-person needs of the position.
Opportunity for personal and professional growth within a close environment.
If you're a positive and detail-oriented team player who thrives in a supportive office culture, we encourage you to apply for the Asset Alignment Coordinator position at Caldwell Law. We look forward to welcoming you to our dynamic team.
Please include a cover letter with your resume to share your reasons for interest in this opportunity to work for this firm.
Please no direct candidate or agency inquiries.
Thank you for your interest in our firm. We will be contacting those who we think may be a good fit for our firm.