ESTATE PLANNING ADMINISTRATIVE ASSISTANT

REPORTS TO:   Director of Client Services

BASED AT:       Barnabas Foundation, Crete, IL

SCHEDULE:      Full-time, 40 hours a week with hours between 7:00 a.m. and 7:00 p.m.                         CST (hours to be determined) 

PURPOSE:        Provide administrative and client-facing coordination for estate planning professionals by scheduling client interactions, maintaining accurate records, and ensuring timely professional communication from initial contact through follow-up.

KEY RESPONSIBILITIES

· Schedule client appointments and coordinate meeting logistics between clients and planners.

· Maintain planners’ calendars, track deadlines, and send reminders to support on-time    completion of deliverables.

· Respond to client inquiries via email and telephone and route to the appropriate planner.

· Prepare client correspondence and coordinate gift arrangements at the direction of the planner.

· Document client interactions and update records promptly and accurately in the Client Relationship Management (CRM) system.

· Coordinate communications with member organizations regarding their donors, as needed, to support planner follow-up.

· Arrange planner travel, including reservations and itineraries, as requested.

·   Performs other related duties as assigned.