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