Estate Planning Professional
3 weeks ago
At Trust Counsel, P.L., we are dedicated to empowering families with comprehensive planning & asset protection strategies. We are seeking an enthusiastic and dedicated Estate Planning Paralegal who shares our mission and values to join our growing team in Coral Gables, FL.
This is a long-term position with room for growth as we always look to promote from within first. The ideal candidate will have at least 5 years of experience in estate planning paralegal work and demonstrated competence in working with multiple databases (e.g. Clio, Monday.com, Wealth Counsel), as well as various portals and programs.
We offer a competitive salary of $68,000 - $80,000 per year, plus full benefits including 401(k) plan contribution, qualified plan profit sharing, fully covered health insurance, dental and vision insurance, and life insurance.
The responsibilities of this role include attending and hosting initial intake meetings with clients, acting as liaison between attorney and client, leading signing ceremony meetings, running funding meetings, managing various databases and software programs, upholding a strong work ethic, good judgment, professional appearance, and a positive demeanor.
To succeed in this role, you will need high-level proficiency in Microsoft Word, Excel, and Adobe applications, an aptitude for effective verbal and written communication, a driven work ethic, and the capacity to exercise sound judgment.
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Estate Planning Strategist
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