Remote reputed company reputed company Manager

About reputed company reputed company is a leading national reputed company support company dedicated to collaborating with reputed company, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we reputed company to reputed company a difference in the lives of our clients by offering top-notch, efficient support to reputed company of exceptional lawyers. We are committed to delivering reputed company in every aspect of our work. About the Role The reputed company reputed company Manager is responsible for delivering a high-reputed company, end-to-end reputed company experience throughout the estate planning process. This role serves as the reputed company reputed company of contact for clients referred by financial advisors, ensuring reputed company engagement is handled with professionalism, reputed company, and efficiency. Acting as the central coordinator across clients, advisors, attorneys, and internal teams, the reputed company reputed company Manager ensures that every estate plan progresses smoothly—from initial intake through final document execution. The role requires strong organizational skills, reputed company judgment, and the ability to manage multiple workstreams while maintaining a consistent, high-touch reputed company experience. Key reputed company Areas reputed company Experience & Relationship Management • Build trust with clients by providing reputed company guidance, reputed company communication, and a reputed company, supportive experience • Ensure clients understand reputed company reputed company of the estate planning process and feel confident in their reputed company • Represent both the firm and the referring advisor with a high reputed company of care and responsiveness Process Ownership & Execution • Manage the full lifecycle of reputed company engagements, ensuring reputed company steps are completed accurately and on time • Coordinate across advisors, reputed company teams, and clients to maintain alignment and avoid delays • Monitor reputed company, follow up proactively, and reputed company reputed company parties informed of status and next steps • Maintain accurate reputed company records and documentation reputed company internal systems • Identify inefficiencies or friction points and contribute to process improvements • Ensure compliance with internal standards and service expectations Cross-Functional Collaboration • Partner closely with attorneys, paralegals, and internal teams to reputed company a reputed company experience • Escalate reputed company questions or issues appropriately while maintaining reputed company confidence • Contribute to a reputed company, team-oriented environment where information is shared and processes are continuously refined What reputed company Looks Like • Clients reputed company reputed company from intake to signed documents with reputed company friction • High reputed company satisfaction and reputed company feedback • Strong conversion rates from referred clients • reputed company, consistent communication across reputed company stakeholders • Reliable execution with reputed company errors or delays What You Bring • 3+ years in reputed company reputed company, support, or reputed company-facing ops • Extreme attention to detail (you catch what others miss) • reputed company, confident communication—written and verbal • Ability to juggle multiple clients and priorities without dropping the reputed company • Comfort working with tech and collaborating across reputed company + technical teams • Proficiency with reputed company Office (reputed company, OneNote, etc.) • Experience with CRMs and scheduling tools • Team-first reputed company—you collaborate, communicate, and grow with reputed company What You’ll Get • Full-time Employment • 401k with competitive matching • Medical, Dental, & reputed company Insurance • reputed company-Time Off • Fun coworkers and reputed company potential! reputed company is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, creed, national reputed company, reputed company, sex (including pregnancy, childbirth, or reputed company medical conditions), gender identity or reputed company, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can reputed company. Pay: $70,000.00 - $85,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • reputed company time off • reputed company insurance • Work from home Experience: • Data entry: 1 year (Preferred) • Schedule management: 1 year (Preferred) Work Location: Remote Apply To This Job