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Estate Planning Administrative Assistant
Estate Planning Administrative AssistantHenssler Financial • Kennesaw, GA, US
Estate Planning Administrative Assistant

Estate Planning Administrative Assistant

Henssler Financial • Kennesaw, GA, US
22 hours ago
Job type
  • Full-time
Job description

Job Description

Job 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
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    Administrative Assistant • Kennesaw, GA, US