Legal Assistant – Estate Planning Service Specialist

Job Description: • Drafting various correspondence to wealth management teams and clients • Following best practices for group, client, and advisor interaction • General administrative tasks and other duties, as needed • Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones • Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients • Maintaining client files, including preparing and finalizing notes for meetings Requirements: • High school diploma or equivalent • Some experience in a legal setting, law firm or in-house, preferred • Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time • Outstanding communication and organizational skills • Proficiency with MS Word, Excel, Adobe and Outlook • Able to maintain confidentiality with all matters • Have a “can-do” positive attitude and enjoy being part of a team • Ability to prioritize and multi-task in a busy environment Benefits: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance Apply tot his job Apply To this Job