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Legal Assistant (Estate Planning Service Specialist)
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Job Description
- Req#: 4967144008
Employer Industry: Financial Services
Why consider this job opportunity:
- Competitive benefits package including comprehensive health plans and paid time off
- Opportunity for career advancement within a leading RIA firm
- Supportive and diverse work environment with a commitment to team collaboration
- Paid parental leave and adoption assistance reimbursement program
- Flexible working arrangements, including the possibility of a home office setup
- Company-paid concierge services to support personal and family needs
What to Expect (Job Responsibilities):
- Draft correspondence for wealth management teams and clients
- Manage correspondence and act as a primary contact for clients throughout the estate planning process
- Administer calendar management and schedule meetings for estate planning strategists
- Maintain estate planning documents and assist with client file organization
- Perform general administrative tasks and support the estate planning team as needed
What is Required (Qualifications):
- High school diploma or equivalent
- Some experience in a legal setting, law firm, or in-house preferred
- Strong communication and organizational skills
- Proficiency with MS Word, Excel, Adobe, and Outlook
- Ability to maintain confidentiality and manage multiple tasks in a busy environment
How to Stand Out (Preferred Qualifications):
- Experience in estate planning or financial services
- Demonstrated ability to work under pressure and meet deadlines
- Positive attitude with a strong work ethic and self-starter mentality
#FinancialServices #EstatePlanning #CareerOpportunity #DiversityandInclusion #RemoteWorkAvailable
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