Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.
Compensation: $50-70k + generous benefits
About McCullough: We are...
...the golden standard for private wealth and estate planning. We are experts at crafting custom-tailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care. Attention to every detail of our clients' needs is our highest priority. We strive to protect the value of each client's estate and ensure that legacies live on for generations.
We are not for everyone, but what we do matters to everyone. Those who choose us choose to be a part of something bigger than themselves. The people who will thrive here are people who want to serve others at the highest level. They want more out of a job than simply clocking in and clocking out. They want to be a part of a cause that builds up the people around them, including clients, team members, and themselves. We demand the best because the team, the law, and the client demand-and deserve-the best. And, if we do it right, then we will build something that outlasts all of us.
As an Estate Relationship Specialist...
...you are energized by taking care of clients and have a passion for people. With sharp attention to detail and strong interpersonal skills, you play a key part in building trusted relationships with clients, third party advisors, and team members. You will focus on resolving estate cases, providing expert guidance to clients and inheritors during challenging times, and building client loyalty by understanding and addressing their emotional needs
Your Day-to-Day May Involve...
Resolving Estate Cases: They handle the complexities of transferring assets after a client's death, ensuring a smooth and efficient process for beneficiaries.
Providing Expert Guidance: They offer expertise in estate planning, trust administration, and other related areas, helping clients navigate the legal and financial aspects of estate matters.
Building Client Relationships: They strive to build trust and rapport with clients and inheritors, recognizing the emotional nature of these situations.
Mitigating Risk: They ensure that all actions taken are in compliance with business rules, state, and federal regulations and statutes.
Demonstrating Emotional Intelligence: They are empathetic and understanding, recognizing the emotional needs of clients and inheritors during a difficult time.
Proactively Resolving Issues: They take ownership in resolving client issues related to trusts, estates, and other complex matters.
Processing and reviewing legal paperwork and account forms.
Building strong, personal relationships with clients.
Delivering excellent service and a positive client experience.
Safeguarding Legacies: Estate planning specialists help ensure that individuals' assets are distributed according to their wishes, minimizing tax burdens, and protecting assets from potential creditors and legal disputes.
Expediting Asset Transfer: They help expedite the transfer of assets to heirs and beneficiaries.
Providing for Dependents: They help ensure the care of dependents and loved ones in the event of incapacitation or death.
You will Find Success Here if...
... you exist to be a humble perfectionist; detail-loving, energized-by-work big thinker; team player who sees problems as opportunities; and is a relentless, never-satisfied improver...
Our Investment in Your 'Becoming' begins with...
...your growth and development:
Approximately 900 hours of professional, role specific training within your first 9 months.
Lifelong Learning Center
Courses offered cover a range of topics, including emotional resilience and self-awareness, leadership, communication, teamwork, confidence, big picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Excel, rules of professional conduct, professional writing, how to read legal documents, recognizing and selling value, teaching and training skills.
Approximately $20,000 in annual lifelong learning and development
...your work-life synergy:
16 Paid Holidays
Generous PTO
...your health and wellness:
Health, dental, vision insurance, and life insurance with generous premium coverage
VASA Gym Membership reimbursement
Employee Assistance Program
...your investment in your current and future financial success: