Job Description
Job Description
Ready to join a firm that has a strong background, expertise, and training, built on the twin pillars of legal and financial experience, both essential areas of estate planning. A firm that believes communication between lawyer and client is essential in structuring appropriate estate plans. This is a hybrid opportunity that comes with a great salary, benefits package and the ability to work with a growing and established team.
Great place to work, wonderful environment and very strong attorneys that produce high quality work product. We help guide families through the important and sometimes complex process of estate planning, proper asset alignment, and the administration of estates and trusts after a loved one passes away.
Duties and Responsibilities: Performs a wide variety of functions to support the firm’s Estate Planning practice.
- Client Contact – Communicates with clients in person and via mail, email and telephone to commence an engagement, to keep the matter moving forward on a timely basis, and to make certain that the efforts of the firm’s support staff are in tune with the client’s needs.
- Third Party Contact – Communicates with financial advisors, insurance agents and companies, accountants, other members of the client’s “team” when authorized to do so by the client as may be necessary to complete the engagement.
Qualifications & Skills:
- J.D. Degree.
- Two or more years of relevant work experience.
- Excellent communications skills – both oral and written.
- Attention to detail, solid organizational skills, and ability to prioritize tasks.
Company DescriptionSince 2002 we have been helping candidates find great employment opportunities.
Company Description
Since 2002 we have been helping candidates find great employment opportunities.