Careers
At Safe Harbor Wills & Trusts, we’re more than just an estate planning and elder law firm. We are a trusted partner for families while they navigate through one of life’s most difficult times and important decisions. With locations in Watertown and Camillus and decades of experience, we are dedicated to providing clients with the highest level of service.
If you are interested in joining our team of highly motivated individuals, we are currently hiring for the following positions:
Administrative Assistant
Do you enjoy making sure that tasks are scheduled and completed on time? Are you detail-oriented? Are you an excellent planner and organizer? We’re hiring an Admin whose job is to coordinate the workflow for our Estate Planning department to provide administrative support to the team. Your role is key to ensuring schedules are set, tasks are completed on time, files are neatly organized and up-to-date, and ready for the clients’ signatures.
Ideal candidates process, order, timelines, and checklists. Enjoying adding “sing here” stickies to documents is a plus.
You will be the primary point of contact for clients throughout their estate planning journey and will be with them right up until they complete their estate plan.
If this sounds like you, apply below!
Compensation
$35,000 – $38,000 yearly, plus benefits
Responsibilities
- Onboard new estate planning clients
- Communicate with clinet throughout their estate planning journey
- Manage scheduling and oversee the execution of all steps of the process
- Check documents for spelling or formatting errors
- Prepare final documents for signing
- Scan original documents to the firm’s server
- Prepare documents for delivery to the client
- Organize and maintain client information and ensure file integrity
- Keep attorneys and paralegals on schedule
- Routinely review, evaluate, and improve firm processes
- Occasional travel to Watertown or Auburn, New York
- Occassional overtime attending the firm’s educational workshops
- The job is full-time, in the office
Qualifications
- Impeccable time management, organizational, interpersonal, and communication skills
- Ability to work independently, with confidence
- Ability to prioritize, organize, and manage multitask workload
- Demonstrate ability to meet deadlines
- Comfortable handling confidential information
- Proficient in Microsoft Office
- Comfortable with computer-based databases
- Enjoys meeting and communicating with clients
About Safe Harbor Wills and Trusts
Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.
Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.
Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.
Receptionist
At Safe Harbor Wills and Trusts, we are committed to providing compassionate and expert guidance to families navigating estate planning, elder law, probate, and Medicaid planning. As the first point of contact for clients, our receptionist plays a vital role in ensuring each person feels welcomed, heard, and cared for.
We are seeking a friendly, professional, and highly organized Receptionist who thrives in a fast-paced environment. The ideal candidate will be the warm and reliable face of the firm, greeting clients and vendors, managing incoming communications, and keeping our front office operations running smoothly.
The ideal candidate is a great communicator who excels at making others feel welcomed and valued. The role requires someone with an outstanding work ethic, a history of punctuality and dependability, and a desire to support a great team. The successful candidate will make every client experience a positive one. If this sounds like you, apply today! Incomplete applications will not be considered.
Position is in office, full-time, M-F, 8:30 AM – 5:00 PM
$35,000 – $40,000, DOE. Paid vacations, holidays, and birthdays, 401(k) with company match, and health insurance are available.
Responsibilities
- Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information
- Respond to incoming phone calls and emails and make sure the right people receive all important information
- Make appointments for employees and ensure the calendar is current and correct
- Assist with other administrative tasks, such as data entry, copying, filing etc.
Qualifications
- Displays impeccable interpersonal, time management, organizational, and customer service skills
- Has experience answering telephone calls and troubleshooting stressful situations
- Exhibits working knowledge of Microsoft Office and basic computer skills
- Professional appearance and communication skills. You are the face of the company.
- The ability to listen with empathy and sincerity.
- You are a natural at putting people at ease and making them feel appreciated and welcome.
- You have great attention to detail.
- You have the unique ability to deal with multiple interruptions during the day.
About Safe Harbor Wills and Trusts
Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.
Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.
Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.