Corporate Estate Planning Specialist

2 weeks ago


Orange, California, United States AppleOne Full time
About AppleOne

AppleOne is a global workforce management company founded by Janice Bryant Howroyd, dedicated to delivering human-centric solutions.

Salary:$Range Based on Experience

Job Overview

We are seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will have a strong background in estate planning and be able to navigate complex legal documents with ease.

Responsibilities:

  • Analyze client needs and develop effective estate planning strategies
  • Collaborate with clients to create tailored plans that meet their unique goals
  • Communicate complex information in a clear and concise manner

Requirements:

  • At least 5 years of experience in estate planning
  • Strong understanding of laws and regulations governing estate planning
  • Excellent communication and interpersonal skills

Benefits:

  • Competitive salary based on experience
  • Ongoing training and professional development opportunities
  • A collaborative and dynamic work environment

About the Role

This is a full-time position requiring a strong commitment to excellence and customer satisfaction. We offer a range of benefits, including comprehensive health insurance, retirement plans, and paid time off. If you are passionate about estate planning and committed to delivering exceptional results, we encourage you to apply.



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