Mar 17, 2026
$22.00 - $25.00 hourly
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.
·...
Barnabas Foundation
Crete, IL, USA
Full time
