Legal Assistant (Estate Planning Service Specialist)

Overview

This role involves supporting the Estate Planning team by assisting estate planning strategists and clients throughout the estate planning process. The position requires strong organizational skills, attention to detail, and professional communication abilities. The ideal candidate is resourceful, proactive, and efficient in 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 tasks as needed
• Support an estate planning strategist by acting as a primary point of contact for clients, managing client correspondence, calendar management, scheduling meetings, and answering phones
• Maintain estate planning documents and reviews, liaising with estate planning specialists, wealth management teams, and 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 legal department preferred
• Strong work ethic with a self-starter attitude
• Ability to perform under pressure, meet deadlines, prioritize, and manage multiple tasks
• Excellent communication and organizational skills
• Proficiency with MS Word, Excel, Adobe, and Outlook
• Ability to maintain confidentiality
• Positive, can-do attitude and team-oriented mindset
• Ability to prioritize and 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 including start/end times and a 30-minute unpaid lunch

Working Conditions

• Position may be based in a professional office 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

Compensation & Benefits

• Base pay range: $29 - $34 USD per hour, dependent on location, experience, education, skills, 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, supplemental STD, and parental leave
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caregiving and life challenges
• 401(k) Retirement Plan with Traditional, Roth, and after-tax options including employer match
• Pet Insurance
• Personalized financial planning and guidance at preferred employee pricing

Application Information

• Initial application deadline: May 21, 2026
• Applications submitted after this date 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 requirements

Location

• This position may be remote or office-based depending on the candidate's location and organizational needs

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