Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
We are looking for an experienced legal assistant who can help the busy attorneys and paralegals at our law office assist our clients. You’ll be responsible for managing office correspondence, including answering phone calls and emails, arranging meetings, and ensuring our legal team is aware of upcoming deadlines.
You will also assist with preparing legal documents and contracts, litigation, and performing any other tasks as needed to ensure our firm is operating efficiently. If you work well in a fast-paced environment and consistently deliver a high-quality work product, reach out to us today!