This Jobot Job is hosted by: Karyn Spies
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Salary: $125,000 - $175,000 per year
A bit about us:Boutique California law firm dedicated to providing exceptional legal services in trust, estate, and probate matters.
Why join us?- Competitive starting salary
- Health insurance coverage
- Employer-matched 401(k)
- Supportive and collegial work environment
Job DetailsResponsibilities
- Lead estate planning matters from consultation to completion
- Draft, review, and finalize comprehensive estate planning documents
- Maintain precise and timely client records and communications
- Collaborate with support staff and attorneys to ensure the highest quality client experience
- Contribute to strategic business development and relationship building within the community
- Engage in and enjoy relationship development activities, such as peer-to-peer networking, estate planning workshops, and informational presentations
Qualifications
- 5+ years’ experience in estate planning
- Certified Specialist designation is preferred
- Established book of business and a demonstrated ability to develop and maintain client relationships
- Strong client communication, drafting, and interpersonal skills
- Professional, approachable presence and a high degree of empathy
- Proven ability to work independently and lead within a growing practice
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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