Holland & Knight LLP · 21 hours ago
Trust and Estate Coordinator
Jacksonville
Full-time
Hybrid
New Grad, Entry LevelHolland & Knight LLP is a firm that values high performance and success. They are seeking a Trust and Estate Coordinator to support the Private Wealth Services practice group and Bequest Revenue program, while interacting with clients and managing various administrative tasks.
Law Practice
Responsibilities
Support the Firm’s national Bequest Revenue Program. Run point on individual bequest files
Direct interface with Executors / Trustees, outside attorneys, accountants, and clients to accelerate the distribution of cash and assets from matured bequests
Identify probate mistakes, fraud, tax errors, missed statutory deadlines, and excessive fees
Respond to H&K attorney and client questions
Charge billable time to individual files as a timekeeper via Intapp
Flexibility to work remotely on billable matters with Partner approval
Manage the startup / roll out process for new clients
Organize and convert paper files to H&K’s paperless platform, conduct scanning, uploading, and oversee the Level 1 Review process
Prepare website records for attorney review
Attend client and prospective client events outside the office
Prepare marketing materials, proposals and Engagement Letters in support of the Bequest Revenue Program
Organize dinners, meetings, conferences and travel logistics in support of H&K attorneys
Review / organize / edit monthly Pre-Bills
Resolve mistakes and issue clean invoices
Prepare tracking spreadsheets and address outstanding A/R
Respond to all client billing questions
Manage the H&K – Client Escrow accounts
Produce monthly net fee summaries
Qualification
Required
Excellent verbal and written communication skills
Great interpersonal skills
Experience with Microsoft Office Suite
Organizational and time management skills
Preferred
Bachelor's degree preferred but may be substituted for relevant legal work experience
Benefits
Comprehensive medical (PPO and HDHPs)
Dental and vision plans including coverage for domestic partners
Life and AD&D insurance
Short and long term disability insurance
Tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
Health advocacy services
Behavioral health and counseling resources for all family members
401(k)
Profit sharing
Pre-tax transit and parking program
Backup dependent care
Senior care planning support
Resources for individuals with development disabilities and their caregivers
Paid holidays and other paid time off, including paid leave for new parents
Company
Holland & Knight LLP
Holland & Knight is a global law firm with more than 2,200 lawyers and other professionals in 35 offices throughout the world.
Founded in 1968
1001-5000 employees
H1B Sponsorship
Holland & Knight LLP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (9)
2023 (6)
2022 (3)
2021 (7)
2020 (4)
Funding
Current Stage
Late StageLeadership Team
Mia Stutzman
Chief Financial Officer
Kimberly Gardner
Chief Operating Officer
Recent News
2024-03-26
Company data provided by crunchbase