Estate Planning Coordinator
Cummins Worldwide | 625 Court Street, Clearwater, FL 33756
$65,000–$75,000 per year | Full-time | In-office
Are you someone who loves working with people, organizing projects, solving problems, and making things happen? Are you looking for a company where you can grow professionally and build a long-term career?
About Cummins Worldwide
Cummins Worldwide is a growing professional services company helping business owners, executives, and high-net-worth clients take control of their finances, build strong teams, grow their businesses, and protect what they have created.
Our services include accounting, bookkeeping, financial planning, HR and recruiting, and estate and legacy planning.
We help our clients bring more organization, stability, and confidence to their businesses and financial lives. As our company continues to grow, we are expanding our estate planning and trust services support team.
We’re not offering a job. We’re offering a long-term career.
We are looking for an enthusiastic, organized, and proactive Estate Planning Coordinator who enjoys working with people, takes ownership of projects, and follows through until the job is done.
You will work closely with our Director of Estate Planning & Trust Services, who brings over 25 years of experience, and help coordinate client communications, documentation, meetings, and administrative processes in collaboration with external legal professionals.
In this role, you will primarily:
- Coordinate client meetings, communications, and follow-ups
- Collect, organize, and maintain client documentation
- Track projects, deadlines, and administrative workflows
- Communicate with clients, company leadership, and external legal professionals
- Keep client requests and projects moving forward
- Help improve processes as our company grows
You’re a great fit if you:
- Love working with people and building strong relationships
- Are highly organized, proactive, and detail-oriented
- Communicate clearly and professionally
- Take initiative and find solutions instead of waiting for instructions
- Can manage multiple projects and follow through
- Enjoy learning and growing professionally
- Have estate planning experience — a plus, but not required
This is an administrative coordination position and does not involve providing legal advice or independently preparing legal documents.
What we offer:
- $65,000–$75,000 annually, based on experience
- Weekly pay
- Unlimited PTO
- Monday–Friday, 7:00 AM–3:00 PM
- Work in a beautiful, comfortable office in downtown Clearwater.
- Professional development and career growth
- A supportive, enthusiastic, and growing team
- The opportunity to make a meaningful contribution to our company’s expansion.
Ready to grow with us? Apply today!
Work Location: In person — Clearwater, FL
Pay: $65,000.00 – $75,000.00 per year
Benefits:
- Free parking
- Paid time off
- Professional development assistance
- Referral program
Work Location: In person
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