Trust and Estate Coordinator

Holland & Knight(27 days ago)

HybridPart TimeMedior$82,284 - $115,666 (estimated)Private Wealth Services

About this role

This position supports the firm’s Private Wealth Services practice and the national Bequest Revenue program, acting as a liaison between the firm, clients, and external advisors. The role focuses on operational and administrative support for bequest matters, client onboarding, billing oversight, and maintaining the firm’s records systems.

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Required Skills

Verbal Communication
Written Communication
Interpersonal Skills
Microsoft Office
Time Management
Document Management
Client Relations
Billing
Probate Knowledge
Event Coordination

+1 more

Qualifications

Bachelor's Degree Preferred

About Holland & Knight

hklaw.com

One 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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