Estate Planning Document Specialist

1 day ago


Irvine, California, United States Financial Planning Ministry Full time
Job Overview

We are seeking a detail-oriented Document Preparer to join our team at Financial Planning Ministry. As a key member of our team, you will play a crucial role in analyzing estate plan requests, obtaining critical information, and preparing accurate documents.

Key Responsibilities:

  • Manage a high-volume caseload of requests for new documents and updates
  • Perform data entry, writing, and proofreading tasks with precision
  • Conduct research on county-specific recording requirements to ensure compliance
  • Format, print, and ship documents with proper signing instructions
  • Provide exceptional customer service through phone and email support
  • Handle a variety of tasks and projects with flexibility and adaptability

Requirements:

  • College degree or equivalent work experience
  • Proficiency in Google, Microsoft Suites, and Adobe
  • At least 2 years of experience in a professional setting
  • Aptitude for accurate data entry and proofreading
  • Excellent communication and writing skills
  • Ability to thrive in a fast-paced, high-volume environment

What We Offer:

Financial Planning Ministry offers a competitive salary and benefits package, including health, dental, and vision insurance, paid time off, and a 403B retirement plan.

How to Apply:

Please submit your resume, cover letter, and a brief statement about your faith and church/ministry involvement.



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