Estate Planning Concierge & Client Liaison

Great Waters Financial; Saint Paul (MN); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) retirement plan with employer  

Health Savings Account (HSA)

Life Insurance and AD&D

Long-Term Disability

Annual wellness stipend

Vacation Time, Sick Time, and 10 paid

Job summary

Great Waters Financial seeks an Estate Specialist to ensure a seamless, supportive experience for clients navigating estate planning. Acts as a liaison among clients, advisors, and planning platforms, coordinating meetings and handling all logistics from initial contact to delivery and funding.

The role requires strong organization, customer focus, and the ability to manage multiple moving parts with precision.

Qualifications

• Excellent written and verbal communication skills.
• Proficiency in using CRM platforms and office productivity tools.
• Ability to manage multiple clients and projects simultaneously.
• A client-first mindset with a proactive, solution-oriented approach.

Responsibilities

• Estate Planning Meeting Facilitation: guide clients through Discovery, Delivery and Funding.
• Paperwork & Offering Coordination: prepare documents and coordinate logistics for meetings.
• Client Events & Prospecting Workshops: attend workshops and assist attendees with next steps.

Skills

Communication

CRM platforms

Time management

Notary Public

Tools

CRM platforms

Office productivity tools

Job description

Great Waters Financial seeks an Estate Specialist to ensure a seamless, supportive experience for clients navigating estate planning. Acts as a liaison among clients, advisors, and planning platforms, coordinating meetings and handling all logistics from initial contact to delivery and funding.

The role requires strong organization, customer focus, and the ability to manage multiple moving parts with precision.