Estate Planning Program Lead

First Liberty Corp; Evansville (IN); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Paid Holidays

Paid Time Off

Medical, Dental and Vision Insurance

401(k) with matching funds

Tuition Reimbursement Program

Résumé du poste

A financial services company in Evansville, IN is seeking an Estate Planning Specialist to lead a new estate planning program utilizing third-party technology. The role involves guiding clients through the estate planning process, overseeing service delivery, and collaborating with wealth advisors. Candidates should have a bachelor's degree and at least 2 years of relevant experience. The company offers benefits including medical insurance, paid time off, and a retirement program.

Qualifications

• Minimum 2 years of experience in estate planning support or related field.
• Strong understanding of wills, trusts, and estate planning strategies.
• High attention to detail and comfort with digital platforms.

Responsabilités

• Serve as the primary point of contact for estate planning services.
• Guide clients through the estate planning process, including documentation.
• Oversee the delivery and quality of estate planning services.

Connaissances

Estate planning concepts

Client management

Communication skills

Organizational skills

Formation

Bachelor's degree or equivalent professional experience

Outils

Estate planning technology platforms

Description du poste

A financial services company in Evansville, IN is seeking an Estate Planning Specialist to lead a new estate planning program utilizing third-party technology. The role involves guiding clients through the estate planning process, overseeing service delivery, and collaborating with wealth advisors. Candidates should have a bachelor's degree and at least 2 years of relevant experience. The company offers benefits including medical insurance, paid time off, and a retirement program.