Legal Assistant (Estate Planning Service Specialist)

Overview

A financial services organization specializing in comprehensive financial planning is seeking a Legal Assistant (Estate Planning Service Specialist) to support its Estate Planning team. The organization serves over 31,300 families across more than 90 U.S. cities, providing coordinated financial services including investment management, tax, estate, insurance, and business management.

Responsibilities

• Draft correspondence to wealth management teams and clients
• Follow best practices for group, client, and advisor interaction
• Perform general administrative tasks and other duties as needed
• Support estate planning strategists by serving as a primary contact for clients and managing communications
• Manage calendar, schedule meetings, and answer phones for strategists
• Maintain estate planning documents and facilitate reviews among specialists, teams, and clients
• Manage client files, including preparing and finalizing meeting notes

Requirements

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

Compensation & Benefits

• Base pay range: $29 to $34 USD per hour
• Eligibility for incentive compensation programs
• Company-paid basic Life & AD&D insurance
• Company-paid short-term and long-term disability insurance
• Supplemental life, disability, accident, critical illness, and hospital indemnity insurance
• Multiple medical plan options including Cigna and Kaiser plans
• Health Savings Account with company contributions
• Two dental plans
• Vision insurance
• Dependent care savings account
• Fourteen company-paid holidays including a full week at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee assistance and family medical leave programs

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Location

This is a remote position supporting clients and teams across the United States.