Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Position Overview: We are seeking a friendly, organized, and professional Front Desk Client Coordinator to join our estate planning law firm. The ideal candidate will be the first point of contact for clients, providing exceptional customer service and administrative support to ensure a seamless client experience. The ideal candidate will have excellent communication skills, have an interest in law, marketing/sales and enjoy people.
Responsibilities:
Qualifications:
Benefits:
Competitive salary.
SIMPLE IRA option
Collaborative and inclusive work environment.
Great Downtown Camden Location with Office Dog.
Please submit your resume and cover letter.
Job Type: Full-time
Pay: From $42,450.20 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person