Are you experienced in estate planning and passionate about helping clients with their financial and legal goals? Join our team as an Estate Planning Specialist and play a crucial role in educating clients about estate planning concepts and strategies. You will work directly with high-net-worth clients to gather estate and trust documentation, identify opportunities to improve their plans, and provide valuable insights about available options. If you have a background in trust/estate planning and excel at building trust with clients, we want to hear from you.
Key Responsibilities:
• Gather estate and trust documentation and relevant planning information
• Communicate with internal teams and managers
• Review and analyze estate planning documents to identify opportunities
• Share expertise and knowledge of estate planning with clients and internal partners
• Manage calls with clients and internal partners
Qualifications:
• 5+ years of experience in trust/estate planning
• Understanding of trusts and experience working on complex estates
• Ability to handle sensitive materials and build trust quickly
Benefits:
• $100,000 - $130,000 base salary per year
• Eligible for discretionary bonus based on performance
• Comprehensive benefits package
If you are looking for a meaningful career where you can make a difference in clients' lives, apply now.
Location: Happy Valley, OR
Posted: Oct. 22, 2024, 10:46 p.m.
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