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accord; United States; Remote; USD 29,000 - 36,000; Full time

Job summary

Accord is seeking remote estate planning consultants to serve clients nationwide. You will liaise with clients, take instructions, and offer tailored solutions while upholding empathy and discretion. The role includes collaborating with our head office legal team that drafts all legal documents.

We emphasize professionalism in client meetings and provide support across jurisdictions to help clients plan for Wills, Trusts, Powers of Attorney, and related documents.

Qualifications

• Liaise with clients to take instructions and tailor solutions.
• Provide empathetic, discreet client service.
• Work with head office legal team drafting documents.

Responsibilities

• Liaise with clients, take instructions and offer tailored solutions.
• Maintain empathy, discretion and professionalism in all client interactions.

Skills

Client liaison

Instruction taking

Empathy

Discretion

Professionalism

Job description

Remote estate planning consultants required for national legal services organisation Accord are dedicated to assisting clients plan for the future. We focus on providing clear precise advice on Wills Trusts Lasting Powers of Attorney and associated legal documents.

The consultants role is focused on liaising with clients, taking instructions and offering tailored solutions .

There is an emphasis on empathy, discretion and professionalism . You will have the full support of our head office legal team who draft all the legal documentation.

The job will pay at least the National Minimum Wage.