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Estate Planning Associate

1 month ago

Clayton, United States Moneta Corporation Full time
Company Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

We are seeking an Estate Planning Associate to join our dynamic team. As an Estate Planning Associate, you will consult with Partners, team members, and clients to develop comprehensive estate plans tailored to unique needs and objectives. Your responsibilities will include participation in client meetings, analyzing wills, trusts, and other estate planning documents, and providing guidance on tax implications and asset protection strategies. Additionally, you will advise clients on beneficiary designations, healthcare directives, and powers of attorney to ensure their wishes are accurately documented and legally enforceable. The ideal candidate will possess strong analytical skills, attention to detail, and a deep understanding of estate planning laws and regulations. If you are a dedicated professional with a passion for helping clients secure their legacies, we encourage you to apply for this rewarding opportunity.

Essential Responsibilities
  • Provides expertise and guidance to Partner teams and clients regarding complex estate plans
  • Reviews estate plan documents; provides guidance on suggested updates and process for implementation
  • Remains updated on changes in estate planning laws, tax codes, and regulations, and conduct legal research to ensure compliance and provide informed advice to Partner teams and their clients
  • Provides education for clients who do not have an estate plan to prepare them for discussions with their Counsel
  • Maintains strict confidentiality regarding clients' personal and financial information, adhering to ethical and professional standards at all times
  • Ensures accurate and organized documentation of all client interactions and communications, maintaining detailed records for compliance and future reference
Qualifications

Qualifications
  • J.D. required
  • Two years or more estate/trust experience with a law firm, bank or trust company
Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
  • Paid holidays
  • Paid time off (PTO)
  • Employer cost-shared medical and dental insurance
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • 401k Match - 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid parental leave
  • Professional development reimbursement
  • Paid volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.