Trust and Estate Coordinator
Holland & Knight(1 month ago)
About this role
This role supports the Firm’s Private Wealth Services practice and the national Bequest Revenue program, working closely with attorneys and clients to ensure efficient handling of bequest matters. The position contributes to client service, program administration, and the rollout of new client engagements. It is based at a law firm with emphasis on accuracy, client communication, and process management.
Required Skills
- Client Interaction
- Probate Review
- Billing
- Timekeeping
- File Management
- Document Scanning
- Event Coordination
- Escrow Management
- Invoice Review
- Microsoft Office
+2 more
Qualifications
- Bachelor's Degree
About Holland & Knight
hklaw.comOne North is a financial advisory firm that specializes in providing strategic insights and innovative solutions for businesses across a range of industries. The company focuses on helping clients navigate complex market challenges through tailored financial strategies and investment advice. With a team of experienced professionals, One North is committed to fostering long-term partnerships and delivering value-driven results. Their services encompass mergers and acquisitions, financial structuring, and investment management to support their clients' growth and sustainability goals.
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