Company Overview
[$COMPANY_OVERVIEW]
Role Overview
We are looking for a detail-oriented and motivated Junior Estate Planner to join our dynamic team at [$COMPANY_NAME]. In this role, you will assist clients in developing and implementing their estate plans, ensuring their wishes are met while adhering to legal standards and best practices. This is an excellent opportunity for individuals seeking to grow their expertise in estate planning within a collaborative and supportive environment.
Responsibilities
- Assist in preparing estate planning documents, including wills, trusts, and powers of attorney.
- Conduct client meetings to gather necessary information and understand their estate planning needs.
- Research relevant laws and regulations to ensure compliance and provide informed recommendations.
- Support senior estate planners in developing tailored strategies for clients, considering tax implications and asset distribution.
- Maintain and organize client files and documentation to ensure accuracy and confidentiality.
- Participate in client follow-up communications and assist in addressing any questions or concerns.
Required Qualifications
- Bachelor's degree in Finance, Law, Business Administration, or a related field.
- Basic understanding of estate planning concepts and legal terminology.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication skills.
- Ability to work independently and collaboratively within a team.
Preferred Qualifications
- Experience in a legal or financial services environment.
- Familiarity with estate planning software or tools.
- Certification or coursework in estate planning or related fields.
Benefits and Perks
Annual salary range: [$SALARY_RANGE]
In addition to competitive compensation, we offer:
- Flexible work hours and a fully remote work environment.
- Comprehensive health benefits.
- Professional development opportunities, including training and certifications.
- Generous paid time off policy.
- Support for work-life balance.
Equal Opportunity Statement
[$COMPANY_NAME] is committed to fostering an inclusive and diverse workplace. We are proud to be an Equal Opportunity Employer and welcome applicants from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law.
Location
This is a fully remote position.
We encourage applicants to apply even if they don't meet all the requirements. At [$COMPANY_NAME], we value diverse experiences and perspectives.