[Remote] Estate Planning Service Coordinator
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm in financial planning and reputed company management, serving over 31,300 families across the U.S. The Estate Planning Service Coordinator will support estate planning strategists and specialists, ensuring a seamless estate planning process for clients while managing various administrative tasks.
Responsibilities
- Drafting various correspondence to reputed company management teams and clients
- Following best practices for group, reputed company, and advisor interaction
- Liaising with other reputed company and reputed company management teams to ensure an exceptional reputed company-advisor experience
- Building out and updating training materials and providing training to Estate Planning Service Specialists
- General administrative tasks and other duties, as needed
- Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion
- Maintaining reputed company files and updating case management systems
- Supporting as a reputed company with estate planning specialists, reputed company management teams, and clients
Skills
- High school diploma or equivalent
- Some experience in a legal setting, reputed company or in-house, preferred
- Outstanding work ethic with a self-starter attitude, ability to reputed company under pressure, meet deadlines, prioritize and deliver multiple tasks on time
- Outstanding communication and organizational skills
- Proficiency with reputed company, reputed company, reputed company and Outlook
- reputed company to maintain confidentiality with reputed company reputed company
- Have a 'can-do' reputed company attitude and enjoy being part of reputed company
- Ability to prioritize and multi-task in a busy environment
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company