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Excellent typing skills and computer literacy, including a solid understanding Microsoft Word, Outlook, Excel applications as well as estate plan drafting software experience (please specify the drafting programs with which you have experience on your application). Your diligence, professionalism, and commitment to accuracy help uphold the trust our clients place in us, ensuring their wishes are honored and their loved ones are supported for generations to come.

<div class="content-intro"><div class="x_elementToProof">Cordell & Cordell has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care benefits, and prioritize work-life balance to ensure the well-being and productivity of our employees. Our focus on family law allows us to make a meaningful impact by helping families navigate challenging and pivotal times in their lives.</div><div id="x_appendonsend"></div><div> </div></div><p><strong>Job Title: </strong>Estate Planning Administrative Assistant</p><p><strong>Location: </strong>Town & Country, Missouri</p><p><strong>Cordell & Cordell</strong> has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care benefits, and prioritize work-life balance to ensure the well-being and productivity of our employees.</p><p><strong>What You'll Do</strong></p><ul><li>Manage client progress through the Cordell Estate Planning Process in all Cordell offices that offer estate planning</li><li>Communicate with clients to book appointments, check on status of draft document review, and assist in resolving client issues.</li><li>Accurately update our Case Management Software to reflect client information and track client's progress through the Cordell Estate Planning Process</li><li>Administratively act as point of contact for Cordell Estate Planning offices nationwide</li><li>Prepare binders for client signings and maintain electronic files of scanned documents and drafts.</li><li>Attend estate plan document signing meetings and serve as witness/notary. </li><li>Handle sensitive client data with utmost discretion, care, and accuracy.</li><li>Perform tasks as assigned with accuracy and promptness, meeting all agreed-upon deadlines.</li></ul><p><strong>Who You Are<br/></strong>We're looking for someone who brings a blend of professionalism, reliability, and a commitment to quality client service. Ideal candidates will possess:</p><ul><li>Must have familiarity with estate planning documents and concepts</li><li>Strong verbal and written communication skills, with a collaborative and approachable demeanor</li><li>Process oriented and works well with deadlines</li><li>Excellent typing skills and computer literacy, including a solid understanding Microsoft Word, Outlook, Excel applications as well as estate plan drafting software experience (please specify the drafting programs with which you have experience on your application)</li><li>Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized</li><li>A professional presence and the ability to interact confidently with clients and colleagues</li><li>Reliable transportation and the ability to be onsite Monday through Friday from 8:00 AM to 5:00 PM</li><li>A proactive mindset and willingness to go above and beyond on simple requests to make things easier for others</li></ul><p> </p><p><strong> Why this Role Matters </strong></p><p>This role is critical in helping our clients protect what matters most—family, legacy, and peace of mind. By assisting clients through the Cordell Estate Planning Process and assisting them with their issues, you provide a sense of security and clarity during some of life's most sensitive moments. Your diligence, professionalism, and commitment to accuracy help uphold the trust our clients place in us, ensuring their wishes are honored and their loved ones are supported for generations to come.</p><p> </p><p> </p><div class="content-conclusion"><div> </div><div><strong><em>Cordell & Cordell provides exceptional benefits and a great working environment including:</em></strong><br/><em>We also offer our full-time employees the following benefits:</em></div><div><ul><li><em>Medical Plans: including HDHP, PPO, HSA and FSA</em></li><li><em>Dental, Vision, Life and AD&D, Long-Term Disability, and Short-Term Disability Insurance</em></li><li><em>401(k) Savings with Employer Matching</em></li><li><em>Paid time off</em></li><li><em>Participate in our Wellness Program and potentially earn Employer Paid health premiums!</em></li></ul></div><div><em>For more information: <a href="https://cordellcordell.com/about/careers/benefits/" rel="nofollow noopener noreferrer" target="_blank">https://cordellcordell.com/about/careers/benefits/</a></em></div></div>

Cordell & Cordell

Estate Planning Legal Administrative Assistant - Town and Country, MO

Administrative Skills

Case Management

Communication Skills

Computer Skills

Customer Relations

Customer Support/Service

Customer/Client Research

Documentation Review

Establish Priorities

Estate Planning

Family Law

File Maintenance

Flexible Spending Accounts

Health Plan

Legal Support Skills

Microsoft Excel

Microsoft Outlook

Microsoft Word

Plan Meetings

Preferred Provider Organization (PPO)

Presentation/Verbal Skills

Resolve Customer Issues

Sales Management

Team Player

Time Management

Typing

Writing Skills

GreenHouseAPI

OTHER

The Paralegal / Licensing Specialist plays a key role in supporting People Operations by managing and coordinating aspects of general liability, auto liability, employment-related claims, and lease administration. Overview: Apex Services Partners is a leading provider of HVAC, Plumbing, and Electrical services, committed to delivering exceptional service and innovative solutions to our customers.

Overview:
<div><p style="margin:0px">Apex Services Partners is a leading provider of HVAC, Plumbing, and Electrical services, committed to delivering exceptional service and innovative solutions to our customers. We are seeking a detail-oriented and motivated <strong>Paralegal / Licensing Specialist</strong> to support our People Operations team across our Midwest locations.</p><p style="margin:0px"> </p><p style="margin:0px">The Paralegal / Licensing Specialist plays a key role in supporting People Operations by managing and coordinating aspects of general liability, auto liability, employment-related claims, and lease administration. This position also oversees the tracking, renewal, and compliance of occupational, contractor, and state-level licenses. The ideal candidate is organized, proactive, and able to navigate legal, insurance, and compliance processes with professionalism and discretion.</p><h3>Key Responsibilities:</h3><p style="margin:0px"><strong>Claims Management</strong></p><ul><li style="color:#000000">Manage the general liability process in partnership with General Managers</li><li style="color:#000000">Assist with the intake, documentation, and coordination of claims, including general liability, auto, and employment-related matters</li><li style="color:#000000">Serve as a liaison with insurance carriers, adjusters, legal counsel, and internal stakeholders to ensure timely and accurate claim resolution</li><li style="color:#000000">Maintain complete and well-organized records of all claims and related correspondence</li></ul><p style="margin:0px"><strong>Licensing & Compliance Coordination</strong></p><ul><li style="color:#000000">Track, monitor, and manage renewal schedules for occupational, contractor, and state licenses</li><li style="color:#000000">Ensure licenses remain current and compliant with all applicable local, state, and federal regulations</li><li style="color:#000000">Coordinate with internal departments and external agencies to address and resolve licensing issues</li></ul><p style="margin:0px"><strong>Legal & Administrative Support</strong></p><ul><li style="color:#000000">Prepare and review legal documents, correspondence, and reports related to claims and licensing</li><li style="color:#000000">Support the HR Director with subpoenas, EEOC inquiries, and other employment-related legal matters</li><li style="color:#000000">Manage and track lease terms and agreements across Midwest locations</li><li style="color:#000000">Maintain strict confidentiality and ensure secure handling of sensitive information</li></ul><p style="margin:0px"><strong>Reporting & Documentation</strong></p><ul><li style="color:#000000">Generate routine and ad hoc reports related to claim status, trends, and compliance metrics</li><li style="color:#000000">Assist with audits and internal reviews involving insurance, licensing, and legal documentation</li></ul><p style="margin:0px"><strong>Collaboration & Communication</strong></p><ul><li style="color:#000000">Act as a liaison among HR, legal, operations teams, and external partners</li><li style="color:#000000">Provide guidance and support to internal teams on claims procedures and licensing requirements as needed</li></ul><h3>Qualifications:</h3><ul><li style="color:#000000">Associate’s or Bachelor’s degree in Paralegal Studies, Business Administration, or a related field</li><li style="color:#000000">Paralegal certification preferred</li><li style="color:#000000">1+ year of experience in legal support, insurance coordination, HR compliance, or a related role</li><li style="color:#000000">Working knowledge of general liability, auto liability, workers’ compensation, and employment law concepts</li><li style="color:#000000">Strong organizational, communication, and follow-up skills</li><li style="color:#000000">Demonstrated ability to handle confidential information with discretion and professionalism</li></ul><p style="margin:0px"><em>Apex Services Partners is an Equal Opportunity Employer and is committed to creating an inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.</em></p></div><p style="margin:0px"> </p>

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Estate Planning Legal Administrative Assistant - Town and Country, MO Cordell & Cordell

Licensing Specialist (Paralegal) Apex Service Partners

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