Legal Assistant (Estate Planning Service Specialist)

Overview

An established financial services organization is seeking an Estate Planning Service Specialist to join their Estate Planning team. This role supports estate planning strategists and clients throughout the estate planning process, requiring strong organizational skills, attention to detail, and professional communication abilities. The position involves working in a fast-paced legal environment and requires a proactive, resourceful approach to managing time-sensitive tasks.

Responsibilities

• Draft correspondence to wealth management teams and clients
• Follow best practices for group, client, and advisor interactions
• Perform general administrative duties as needed
• Support estate planning strategists by acting as a primary point of contact for clients
• Manage client correspondence and calendar scheduling for strategists
• Answer phones and coordinate meetings
• Maintain estate planning documents and reviews, liaising with specialists, wealth management teams, and clients
• Maintain client files and prepare/finalize meeting notes

Requirements

• High school diploma or equivalent
• Some experience in a legal setting, law firm, or in-house legal department preferred
• Strong work ethic with a self-starter attitude
• Ability to perform under pressure, meet deadlines, and prioritize multiple tasks
• Excellent communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality
• Positive, team-oriented attitude
• Ability to multitask in a busy environment

Work Schedule

• Monday through Friday, 8:00 AM to 5:00 PM
• Occasional early or late hours may be required to meet business needs
• Non-exempt role requiring daily timekeeping and a 30-minute unpaid lunch

Working Conditions

• Position may be based in a professional office or a dedicated home office workspace
• Basic technology provided to meet position requirements
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation & Benefits

• Base pay range: $29 - $33 USD per hour, dependent on location, experience, education, and certifications
• Eligible for incentive compensation programs

Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental insurance options (Life & AD&D, Short-Term Disability, Accident, Critical Illness, Hospital Indemnity)
• Multiple medical plan options including High Deductible Health Plans and Traditional Co-Pay plans
• Health Savings Account with company contributions for eligible plans
• Dental and Vision insurance plans
• Dependent Care Savings Account
• 14 company-paid holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave and Paid Parental Leave (8 weeks)
• Maternity benefits combining company-paid STD and parental leave
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for family care needs
• 401(k) Retirement Plan with matching and after-tax options
• Pet Insurance
• Personalized financial planning services at preferred employee pricing

Application Information

• Initial application deadline: June 17, 2026
• Applications received after the deadline may be considered on a rolling basis until the position is filled

Equal Opportunity & Compliance

• The employer is an equal opportunity employer and complies with all applicable federal, state, and local laws
• Participation in E-Verify and federal employment eligibility verification is required
• Accommodation requests during the application or hiring process are available upon request

Location

• Position may be remote or office-based depending on candidate location and organizational needs

Note: This job listing does not accept unsolicited resumes from agencies or search firms.