Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Paralegal
Forbush Legal, PLLC has served families in Colorado Springs and all throughout Colorado since 1996. We are a busy estate planning and business planning firm with an emphasis on quality relationships with our clients. We love what we do.
We are seeking a new team member to join our team. Estate Planning, Probate, and Trust Administration are special areas of law that cater to families. The ideal candidate is compassionate, friendly, enthusiastic, and loves to serve.
Basic Requirements
· Boutique level customer service skills
· Strong writing, editing, and proofreading skills
· Tremendous attention to detail
· Proficiency with Microsoft Office applications
· High level of integrity
· Maintains a professional appearance and demeanor
Preferred Qualifications
· Experience as a paralegal or legal assistant
· Thorough knowledge of probate processes and procedures
· Experience with timekeeping and hourly billing
· Experience with drafting planning documents
· Experience with Clio practice management software
· Experience with Wealth Counsel drafting software
This is an in-office full time position with a 40 hour work week that ends at noon on Fridays.
Benefits:
· Medical and vision insurance covered 100% for employees
· Life Insurance
· 401(k)
· Paid vacation, paid holidays, and paid birthday
· Awesome co-workers and a fun team environment
· Room for growth
Pay: negotiable, based on experience.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
Schedule:
Travel requirement:
Experience:
Work Location: In person
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