Estate Planning Associate

QPS Employment Group; Eau Claire (WI); On-site; USD 45,000 - 55,000; Full time

Job summary

QPS Employment Group in Eau Claire, WI is seeking an Estate Planning Associate to guide clients through life-planning decisions while building strong relationships. This role reports to the estate planning team and involves coordinating with clients, advisors, and partners.

The position offers a stable 1st shift from 8:00am to 5:00pm, with a salary between $45,000 and $55,000 per year. You will manage questionnaires, document prep, and CRM tasks to support a growing practice.

Qualifications

• Minimum of two years of professional work experience.
• Experience in estate planning, legal services, or financial services preferred.
• Strong organizational and project management skills with high attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written and verbal communication; proficient in Office and CRM.

Responsibilities

• Serve as the primary point of contact for clients throughout the estate planning process, coordinating services between clients, advisors, and estate planning partners.
• Proactively engage prospective and existing clients to identify estate planning needs, generate new business opportunities, and strengthen client relationships.
• Guide clients through estate planning platforms and processes, assisting with questionnaires, information gathering, and document preparation.
• Educate clients on the estate planning process and refer legal questions to qualified attorneys when appropriate.
• Coordinate consultations, document preparation, signing appointments, and ongoing client follow-up.
• Maintain accurate client records, monitor case progress, and ensure timely completion of tasks within the CRM system.
• Build and maintain strong client relationships through proactive communication, personalized service, and ongoing engagement.
• Identify opportunities for additional financial and professional services and facilitate internal referrals.
• Collaborate with advisors, internal team members, and external partners to ensure efficient workflows and a positive client experience.
• Provide administrative and client support during seasonal peak periods and assist with special projects and initiatives as needed

Skills

Estate planning

Client relations

Organization

Communication

Tools

CRM systems

Microsoft Office

Document prep software

Job description

Position Title:

Estate Planning Associate

Wage:

$45,000 - $55,000/year

Shift:

1st

Hours:

8:00am - 5:00pm

Are you passionate about helping people while building strong client relationships? As an Estate Planning Associate, you'll play a key role in guiding clients through important life-planning decisions while contributing to the growth and success of a dynamic organization.

Estate Planning Associate Responsibilities:

• Serve as the primary point of contact for clients throughout the estate planning process, coordinating services between clients, advisors, and estate planning partners
• Proactively engage prospective and existing clients to identify estate planning needs, generate new business opportunities, and strengthen client relationships.
• Guide clients through estate planning platforms and processes, assisting with questionnaires, information gathering, and document preparation
• Educate clients on the estate planning process and the purpose of estate planning documents while referring legal questions to qualified attorneys when appropriate
• Coordinate consultations, document preparation, signing appointments, and ongoing client follow-up
• Maintain accurate client records, monitor case progress, and ensure timely completion of tasks within the organization's CRM system
• Build and maintain strong client relationships through proactive communication, personalized service, and ongoing engagement
• Identify opportunities for additional financial and professional services and facilitate appropriate internal referrals
• Collaborate with advisors, internal team members, and external partners to ensure efficient workflows and a positive client experience
• Provide administrative and client support during seasonal peak periods and assist with special projects and initiatives as needed

Requirements for Estate Planning Associate:

• At least two years of professional work experience required
• Previous experience in estate planning, legal services, financial services, or a related field preferred
• Strong organizational and project management skills with exceptional attention to detail
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office applications and CRM systems
• Ability to handle confidential and sensitive information with discretion and professionalism

IND050

We are proud to be an equal opportunity employer.