Cassaday & Company

POSITION SUMMARY 

The Estate Planning Coordinator supports the Estate Planning Department by coordinating client meetings, gathering and maintaining client information, and assisting attorneys with preparation for client meetings and document signing appointments. This role works collaboratively with Cassaday and JM Law employees to provide an organized, responsive, and efficient client experience. 

This role reports directly to the Director of Estate Planning and the Estate Planning Strategist they support, and has regular interaction with senior executives, department heads, clients, and staff. 

RESPONSIBILITIES 

• Schedule and confirm client meetings. 

• Conduct required follow-ups in accordance with Department SOPs. 

• Request, obtain, and organize required client documents and information prior to meetings. 

• Maintain paper and electronic filing systems and ensure client records are complete, accurate, and up to date. 

• Complete timely and accurate data entry into firm databases and systems. 

• Prepare for client meetings, including confirmation calls, document preparation, review, scanning, and filing of client documents. 

• Monitor client requests and coordinate timely follow-up with attorneys and other team members. 

• Serve as a primary point of contact and regularly interface with clients, attorneys, and Cassaday and JM Law staff. 

• Witness document signings and notarize documents as requested. 

• Upload completed documents to client portals and notify appropriate parties of document availability. 

• Draft Plan Design Summaries and Funding Recommendations for attorneys. 

• Interpret client accounts and assist with funding-related activities and follow-up tasks. 

• Maintain the client pipeline, monitor the status of estate planning matters, and provide updates to attorneys and team members as needed. 

• Coordinate client-related activities and serve as a liaison between clients, attorneys, advisors, and internal team members. 

• Support timely communication and ensure client requests are addressed accurately and efficiently. 

REQUIREMENTS 

• Bachelor’s Degree in any field.

• 2+ years of experience in a professional services environment; experience in a law firm, financial planning or estate planning enviroment a plus.
• Must have experience using a CRM. 
• Strong attention to detail and organizational skills. 
• Proficiency in Microsoft Excel, Outlook, and Word.
• Ability to manage multiple priorities, deadlines, and competing demands in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to maintain accuracy and attention to detail while handling a high volume of administrative and client-related tasks.
• Collaborative, client-focused approach with a commitment to providing exceptional service.

Location: This position is based out of our office in McLean, VA  with eligibility to work a hybrid schedule after a successful 90 day introductory period with minimum of 3 days worked in office per week.

Compensation: The anticipated salary range for this position is $24.00 - $25.00 per hour, commensurate with experience.

Schedule: This is a part-time position requiring approximately approximately 29 hours per week, to be completed during our core business hours of 9:00 a.m. to 5:00 p.m.

ABOUT US

Cassaday & Company manages approximately $8 billion in assets for approximately 3,300 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

BENEFITS

• Paid time off
• Health & Wellness Program, including paid gym membership, montly wellness stipend and ongoing employee wellness events
• Paid parking in covered garage
• Company-sponsored employee appreciation events