Confidential Employer
This role serves as a primary point of contact for high-net-worth clients in probate, trust, and estate planning matters, building meaningful relationships and providing exceptional service. The position involves managing a senior attorney's calendar, preparing legal documents, coordinating meetings, and supporting complex estate administration processes. It requires a professional with strong communication skills and expertise in legal technology to handle sensitive information with discretion.
Headquarters
Tampa, Florida, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Confidential Employer.
21% above the average for this role