Legal Assistant (Estate Planning Service Specialist) - (Pacific or Mountain Time Zone)

Overview

This role is part of the Estate Planning team at the organization and supports estate planning strategists and clients throughout the estate planning process. The position requires strong organization, attention to detail, and professional verbal and written communication. Success in this role depends on resourcefulness, initiative, and the ability to complete time-sensitive tasks efficiently.

Responsibilities

• Draft correspondence to wealth management teams and clients
• Follow best practices for interactions among groups, clients, and advisors
• Perform general administrative tasks and other duties as needed
• Support an estate planning strategist throughout the estate planning process, including:
  • Serving as a primary point of contact for clients
  • Managing client correspondence
  • Administering calendar management for a strategist
  • Scheduling meetings
  • Answering phones
• Support the maintenance of estate planning documents and estate planning reviews by serving as a liaison with:
  • Estate planning specialists
  • Wealth management teams
  • Clients
• Maintain client files, including preparing and finalizing meeting notes

Requirements

• High school diploma or equivalent
• Some experience in a legal setting, law firm, or in-house (preferred)
• Strong work ethic and ability to function as a self-starter
• Ability to perform under pressure, meet deadlines, prioritize, and deliver multiple tasks on time
• Strong communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality with all matters
• Positive, team-oriented attitude
• Ability to prioritize and multi-task in a busy environment

Preferred Qualifications

• Experience in a legal setting, law firm, or in-house

Compensation & Benefits

Base Pay Range

• $29 - $34 USD (actual base pay depends on geographic location, relevant experience, education, skills, and licenses/certifications)

Incentive Compensation

• Eligible to earn incentive compensation through an incentive compensation program.

Benefits

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plan options through Cigna, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive dental plans
• Vision insurance
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for support needs related to aging parents, young children, and life’s challenges
• 401(k) Retirement Plan with both Traditional and Roth options, including per-pay-period match and an after-tax option
• Pet insurance
• Personalized financial planning and guidance from company professionals at preferred employee pricing

Work Schedule

• Available during standard business hours Monday through Friday from 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs
• Non-exempt roles must record working time in the timekeeping system daily at the start and end of each workday, plus a 30-minute unpaid lunch period

Working Conditions

• Work may be in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routine sitting and standing
• No heavy lifting over 10 lbs

Location

• This role prioritizes candidates who live in Pacific or Mountain Time Zones.

Application Deadline

• Initial application deadline: 9/15/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Additional Information

• This position is not accepting unsolicited resumes from agencies and/or search firms for this job posting.
• Equal opportunity employer; participates in E-Verify and complies with federal employment eligibility verification requirements.