Job Title: Estate Planning Specialist
Location: Vancouver, Washington
Schedule: In office for first six months every day and then after training, this role is remote one day per week
Salary: $100,000-$130,000 + performance bonus
Employment Type: Full-Time
Job Description:
LHH Recruitment Solutions is actively searching for an Estate Planning Specialist for our client in Vancouver, Washington. The ideal candidate will have a background as an Estate Planning Attorney or Estate Planning Paralegal. This opportunity allows you walk away from billable hours and enter a corporate financial services company! You’ll help clients analyze their estate plans and help them plan ahead. This professional, client facing role is a great fit for someone who likes to verbally communicate with clients by phone and collaborate in an open office environment.
Responsibilities:
- Analyze various legal documents (such as Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements) to uncover and relay opportunities that align with clients’ goals
- Active communication with the Financial Planning team, Investment Counselors, and Tax Managers
- Apply and impart your estate planning expertise to benefit both clients and internal partners
- Direct engagement with clients to collect essential estate and trust documents, along with other pertinent estate planning details
- Handle daily interactions with both clients and team members through calls
Qualifications
- Minimum of 5 years of experience in the trust and estate planning industry
- Proven experience in handling complex estates and thorough understanding of trusts
- Excellent, professional written and verbal communication skills
- Skilled in managing sensitive materials and information with confidentiality
- Ability to quickly build credibility and trust
Benefits:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 401(k) with a generous match
- 20 days of PTO plus 10 paid holidays
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- Stable company that has been around for years and a collaborative team environment
