Family Office Services Coordinator
4 days ago
Silver State Family Office Services is seeking an experienced professional to join our team as an Estate Planning Specialist. As a key member of our team, you will have the opportunity to work with high-net-worth individuals and families, providing expertise in estate planning, trustee services, and related matters.
About the Role:
- Coordinate with clients to understand their estate planning needs and goals.
- Maintain accurate and up-to-date records of client information, including financial data and estate plans.
- Prepare and review documents, such as wills, trusts, and powers of attorney.
- Assist with litigation and corporate research, trial preparation, and document creation.
- Collaborate with attorneys and other professionals to ensure seamless service delivery.
What We Offer:
- A competitive salary range of $60,000 - $80,000 per year, depending on qualifications and experience.
- A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
- The opportunity to work with a dynamic and growing company, making a meaningful impact in the lives of our clients.
- Ongoing training and professional development opportunities to enhance your skills and expertise.
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