Estate Planning Administrative Assistant at Henssler Financial

Kennesaw, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jan, 26

Salary

0.0

Posted On

29 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Attention to Detail, Microsoft Office Suite, CRM Systems, Written Communication, Verbal Communication, Discretion

Industry

Financial Services

Description

Description Join Our Henssler Financial Estate Planning Team, Where Your Attention to Detail Makes a Difference! Are you organized, proactive, and passionate about supporting a team that helps families plan for their future? Henssler Financial is seeking a dedicated Estate Planning Administrative Assistant to provide essential support to our attorneys and paralegal. This is full-time, in-office, position based in Kennesaw, GA. If you thrive in a fast-paced, client-focused environment and want to be part of a firm that values both excellence and employee well-being, we want to meet you! What You’ll Do: Coordinate and prepare documents for client signings Organize, scan, and manage client files and digital records File deeds and enter filing fee expenses Prepare and process outgoing mail and packages Maintain accurate records in our CRM and legal management systems Support attorneys and paralegals with administrative tasks and special projects Ensure a tidy, professional workspace and uphold confidentiality at all times Why Henssler Financial? Enjoy Benefits That Support Your Life: Medical, Dental, and Vision Insurance 401K with Company Match Life and Disability Insurance Paid Holidays & Paid Vacation Paid Parental Leave On-Site Employee Gym Dress for Your Day Attire Regular Employee Events & Team-Building Activities At Henssler Financial, we believe in supporting our team both inside and outside the office. From comprehensive benefits to a welcoming, collaborative culture, you’ll find a place where your contributions are valued and your well-being matters. Requirements What You Bring: High school diploma or equivalent (associate or bachelor’s degree preferred) Prior administrative experience in a legal or professional office setting is a plus Strong organizational skills and attention to detail Proficiency with Microsoft Office Suite and CRM systems Excellent written and verbal communication skills Ability to handle sensitive information with discretion

Responsibilities

The Estate Planning Administrative Assistant will coordinate and prepare documents for client signings, manage client files, and support attorneys and paralegals with various administrative tasks. This role requires maintaining accurate records and ensuring confidentiality at all times.