Wealth Planning Associate

1 day ago


Provo, Utah, United States Hire Integrated Full time

Job Summary: We are seeking a skilled Wealth Planning Associate to join our team. As a Paralegal, you will work closely with attorneys and clients to develop tailored solutions for estate planning, trust administration, and business law.

Responsibilities:

  • Developing strong relationships with clients and advisors through accurate and timely communications
  • Collaborating with the team to resolve client matters efficiently and effectively
  • Providing exceptional support to attorneys and clients, including notetaking, research, and data analysis

Benefits:

  • Starting salary of $18-23/hour, approximately $40,000 - $50,000 per year
  • Ongoing professional development opportunities through McCullough Law University
  • Generous benefits package, including health insurance and 401(k) matching


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