Estate Planning Specialist
Job Description
About the Role
Estate Planning Specialist
Plano, Texas
Direct Hire
$100,000.00 – $130,000.00 per Year
LHH is seeking an Estate Planning Specialist for our client in Plano, TX. This direct hire opportunity is fully onsite at our client’s office.
After a training period, there is an opportunity to work one day remote.
Some of the perks of this opportunity that it has no billable hour requirement and minimal administrative duties. If you enjoy speaking with client, helping with estate plans and being a resource, this role is for you. Read below to find out more. If you have this experience, apply now for this opportunity!
Responsibilities:
脗路 Collaborate directly with clients to collect estate and trust documentation and other pertinent estate planning details
脗路 Liaise with the Financial Planning team, Investment Counselors, and Tax Managers
脗路 Examine various documents (such as Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.)
脗路 Apply your expertise in estate planning to benefit clients and internal partners alike
脗路 Oversee daily communications via calls with clients and internal partners
Qualifications:
脗路 5 years of experience in the trust/estate planning sector
脗路 Experience as a Paralegal or Attorney
脗路 Experience handling complex estates and a solid grasp of trusts
脗路 Proficiency in managing confidential materials and information
脗路 Proven ability to establish credibility and build trust rapidly
Benefits:
脗路 100% Company-paid Medical, Dental, and Vision Premiums for Employees and their Dependents
脗路 A 50% 401(k) match, up to the IRS maximum
脗路 8-week paid Primary Caregiver Parental Leave
脗路 Adoption Assistance and Back-up Child Care
脗路 Work from Home Capabilities after 6 months of Employment
脗路 On-site Food Options
脗路 Corporate Discount Program
脗路 Learning & Development Opportunities
脗路 20 days of PTO, plus 10 paid holidays
Apply now for this Estate Planning Specialist position!
Pay Details: $100,000.00 to $130,000.00 per year
