Estate Planning Specialist
5 days ago
We are seeking a highly skilled Estate Planning Specialist to join our team at Silver State Family Office Services. As a key member of our estate planning department, you will be responsible for providing exceptional support to our clients and attorneys in all aspects of estate planning and trust administration.
Estimated salary: $65,000 - $80,000 per year.
Key Responsibilities:
- Assist attorneys in preparing client presentations and coordinating with internal partners.
- Work with attorneys to ensure adherence to standards and regulatory requirements.
- Maintain accurate records of client activities and correspondence.
- Prepare routine correspondence and informational forms needed in documenting client activities.
- Generate accounting system downloads and prepare periodic reports for attorneys, clients, and others as needed.
- Bachelor's degree or equivalent experience required.
- Experience working in a similarly blended Paralegal / Legal Assistant capacity within a small law firm, trust company, corporate legal or accounting department.
- Paralegal Certificate from an ABA-Approved program; preferred, but not required.
- Strong understanding of trusts and estates, financial planning concepts, including trust/estate planning, tax planning.
- Excellent analytical and researching abilities in a fast-paced, collaborative environment.
- Exceptional attention to detail and excellent organizational skills.
- Proficiency using QuickBooks and advanced skills in MS Word, MS Outlook, MS Excel, PowerPoint, Publisher, and Adobe Acrobat.
- Ability to work well under pressure and meet deadlines.
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Estate Planning Specialist
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