Estate Planning Specialist

2 weeks ago

Camas, United States LHH Recruitment Solutions Full time
Job DescriptionJob DescriptionJob Title: Estate Planning Specialist
Location: Vancouver, Washington
Schedule: In office for first six months every day and then after training, this role is remote one day per week
Salary: $100,000-$130,000 + performance bonus
Employment Type: Full-Time
 

Job Description:
LHH Recruitment Solutions is actively searching for an Estate Planning Specialist for our client in Vancouver, Washington. The ideal candidate will have a background as an Estate Planning Attorney or Estate Planning Paralegal. This opportunity allows you walk away from billable hours and enter a corporate financial services company You’ll help clients analyze their estate plans and help them plan ahead. This professional, client facing role is a great fit for someone who likes to verbally communicate with clients by phone and collaborate in an open office environment.
 

Responsibilities:
  • Analyze various legal documents (such as Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements) to uncover and relay opportunities that align with clients’ goals
  • Active communication with the Financial Planning team, Investment Counselors, and Tax Managers
  • Apply and impart your estate planning expertise to benefit both clients and internal partners
  • Direct engagement with clients to collect essential estate and trust documents, along with other pertinent estate planning details
  • Handle daily interactions with both clients and team members through calls
 

Qualifications
  • Minimum of 5 years of experience in the trust and estate planning industry
  • Proven experience in handling complex estates and thorough understanding of trusts
  • Excellent, professional written and verbal communication skills
  • Skilled in managing sensitive materials and information with confidentiality
  • Ability to quickly build credibility and trust
 

Benefits:
  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • 401(k) with a generous match
  • 20 days of PTO plus 10 paid holidays
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • Stable company that has been around for years and a collaborative team environment


Pay Details: $100,000.00 to $130,000.00 per year

Search managed by: Keaton Anderson

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

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