Client Support Specialist

Hickory, NC | In-Office

A well-established and highly collaborative law firm is seeking an experienced Estate Administration Client Support professional to join its growing Estate & Trust Administration team. This position offers meaningful responsibility, direct client interaction, and the opportunity to become a long-term valued member of a respected legal practice.

The ideal candidate will have hands-on estate administration experience, strong organizational skills, and the ability to manage multiple active matters while delivering exceptional client service.

The Estate Administration Client Support role serves as a central part of the firm's estate and trust administration practice. This individual will help manage estate administration workflows, coordinate with attorneys and paralegals, maintain organized case files, and ensure matters progress efficiently and accurately from start to finish.

This role blends legal support, case management, client communication, and workflow coordination in a fast-paced professional environment.

• Initiate and manage estate administration workflows and related documentation

• Identify, gather, and organize estate assets and maintain detailed inventories

• Coordinate with attorneys and paralegals to ensure timely and accurate filings

• Track deadlines and proactively identify missing information or potential issues

• Serve as liaison between attorneys, clients, and support staff

• Prepare, file, and track documents through eFile systems

• Maintain organized case files and accurate status reporting across multiple active matters

• Conduct initial client meetings/calls and collect consultation fees

• Review submitted documents and follow up with clients regarding outstanding items

• Schedule bi-monthly status update meetings with clients

• Assist attorneys and paralegals in obtaining information needed for final accountings

• Provide professional and compassionate client support throughout the estate administration process

• Minimum 2 years of estate administration experience required

• Prior experience working in probate, estate planning, or trust administration environments preferred

• Strong organizational and deadline management skills

• Excellent communication and client service abilities

• Detail-oriented with strong follow-through and problem-solving skills

• Ability to manage multiple active matters simultaneously

• High level of professionalism, discretion, and integrity handling confidential information

• Ability to work collaboratively with attorneys, paralegals, and clients

• NC Notary preferred

• Full-time

• In-office position

• Collaborative and team-oriented legal environment

This is an excellent opportunity for an experienced estate administration professional seeking long-term growth within a respected and client-focused law firm.