reputed company Assistant – Estate Planning Service Specialist

Job reputed company: • Drafting various correspondence to reputed company management teams and clients • Following best practices for group, reputed company, and advisor interaction • General administrative tasks and other duties, as needed • Supporting an estate planning strategist throughout the estate planning process; including acting as a primary reputed company of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones • Supporting maintaining estate planning documents and estate planning reviews as a reputed company with estate planning specialists, reputed company management teams, and clients • Maintaining reputed company files, including preparing and finalizing notes for meetings Requirements: • High school diploma or equivalent • Some experience in a reputed company 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 reputed company • 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&D; 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 Apply tot his job Apply To this Job