Estate Planning Attorney - Public Speaking & Client Care

Oath

Trenton (NJ)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Health, dental, and vision insurance

Flexible PTO

401(k) with matching

Maternity/Paternity leave after one年

Job summary

Oath is seeking an Associate Attorney in Trenton, New Jersey to join a dynamic team focused on estate and financial planning. The role involves client consultations, drafting and reviewing tailored estate plans, and guiding clients through actionable steps.

You will also conduct workshops and collaborate with fellow attorneys to deliver exceptional service. The position emphasizes mentorship, ongoing professional development, and flexible client-focused solutions.

Qualifications

Juris Doctorate and active law license required.
Strong communication, problem-solving, and time management skills.
Comfort with public speaking, persuasion, and education-based sales.
Proficiency in Microsoft Office and Apple software preferred.
Customer service experience preferred.
Willingness to work early evenings twice a month.

Responsibilities

Host and speak at public workshops to educate potential clients on estate and financial planning options.
Conduct client consultations, gather necessary information, and help clients take action.
Design and review individualized estate plans to ensure alignment with client goals.
Lead document signing appointments, explain plans clearly, and address client questions.
Collaborate with attorneys, advisors, and staff to deliver exceptional client service.
Maintain detailed electronic records of meetings and communications.
Meet weekly with a mentor attorney for ongoing guidance and professional development.
Engage clients in integrated estate and financial planning discussions.
Respond promptly to client needs via email and phone.