Our firm is looking for a career-minded, talented and motivated individual to assist our team to deliver exceptional Estate Planning services to our clients. This is a remote position.
We have a very clear and simple process for our Estate Planning clients, and becoming accustomed to our workflows should be easy for an experienced pro like yourself!
We are looking for a candidate with at least 2+ years of Estate Planning experience. The fully remote position will require significant communication with clients, so being well spoken and writing well is mandatory.
IMPORTANT TO NOTE
1) The Indeed skills assessment tests are mandatory. Your application will be rejected if both assessments are not completed within 24 hours of applying.
2) Please do not contact our office directly. You application will be rejected if you do.
3) We will provide you with computer equipment and essentials, but you must have a quiet work space with fast/reliable internet.
Job Type: Full-time
Pay: $18.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
- Work from home
Schedule:
- Monday to Friday
Travel requirement:
- No travel
Experience:
- Estate planning: 1 year (Required)
Work Location: Remote