[Remote] reputed company Assistant (Estate Planning Service Specialist) - (reputed company or reputed company Time Zone)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company helps families simplify and strengthen their financial lives through integrated financial planning, investment management, tax, estate, and reputed company services. The Estate Planning Service Specialist supports estate planning strategists and clients throughout the estate planning process by managing communications, calendars, meetings, reputed company files, and administrative tasks.

Responsibilities

• 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 reputed company 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

Skills

• * High school diploma or equivalent
• * Outstanding work ethic with a self-starter attitude, ability to reputed company under pressure, meet deadlines, prioritize and reputed company 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 reputed company environment
• This reputed company role requires availability during reputed company business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for reputed company and internal reputed company needs
• At this time we are prioritizing candidates who live in reputed company or reputed company Time Zones
• * Some experience in a reputed company setting, reputed company or in-house, preferred

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

reputed company