Estate Planning Legal Assistant & Document Review

Moneta Group Investment Advisors; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dent…

Employer-paid short-term disability, L

401k Match – 50% of employee

Discretionary annual profit-sharing

Paid parental leave

Professional development reimbursement

Paid volunteer time off (VTO)

Employee referral incentive bonus

Onsite wellness programs & rewards

Employee engagement activities

Job summary

Moneta Group Investment Advisors is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow and organizing estate planning documents. You will prepare summaries for attorney and reviewer evaluation and act as a primary contact for internal client teams on Estate Planning Review requests.

The role emphasizes reviewing wills/trusts, tracking key provisions, deadlines, and ensuring accuracy across complex documents while maintaining department resources

Qualifications

• Bachelor's degree preferred, but not required
• Minimum 2 years of work experience; prior legal, administrative, client service, or document-review experience preferred
• Demonstrated experience reading, interpreting, and cross-referencing complex legal or financial documents, and proofreading to identify inconsistencies across documents
• Proficient in Microsoft Office applications
• Must be authorized to work in the United States

Responsibilities

• Maintain and organize the department's Help Desk triage spreadsheet and related tracking tools, and review submitted requests for completeness and accuracy.
• Monitor request deadlines and follow-up activity to ensure requests are routed appropriately and remain on schedule.
• Review and organize wills, trusts, and other estate planning documents, extracting and summarizing information from complex legal and financial materials.
• Track key provisions, dates, and document requirements, and identify inconsistencies, missing information, or items requiring further review.
• Draft and proofread estate plan summaries, ensuring accuracy, completeness, and proper formatting.
• Prepare materials for attorney and reviewer evaluation.
• Serve as a primary point of contact for internal client teams on Estate Planning Review requests, including intake activities and timely follow-up and status updates.
• Assist in training internal team members on departmental submission procedures and requirements.
• Coordinate and prepare materials for department meetings.
• Handle incoming mail and department correspondence, and maintain the department's form and template library.
• Support general departmental administrative activities as needed.

Skills

Legal document review

Proofreading

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Moneta Group Investment Advisors is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow and organizing estate planning documents. You will prepare summaries for attorney and reviewer evaluation and act as a primary contact for internal client teams on Estate Planning Review requests.

The role emphasizes reviewing wills/trusts, tracking key provisions, deadlines, and ensuring accuracy across complex documents while maintaining department resources