Estate Planning Administrative Assistant chez Henssler Financial

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