Trajan Wealth LLC jobs

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NEW OPPORTUNITY - LEGAL ASSISTANT/JR. PARALEGAL - $58K TO $65K DOE

Schedule, coordinate, and conduct remote and in-person estate plan signing meetings with clients in Arizona and 5 other states. Draft estate planning documents. Process estate planning documents post-signing, including government...

CompanyTrajan Wealth Llc
AddressScottsdale, AZ
CategoryInformation Technology
Job typeFull-Time
Date Posted a month ago See detail

New Opportunity - Legal Assistant/Jr. Paralegal - $58k to $65k DOE

Trajan Wealth Llc

Scottsdale, AZ

Schedule, coordinate, and conduct remote and in-person estate plan signing meetings with clients in Arizona and 5 other states. Draft estate planning documents. Process estate planning documents post-signing, including government...

New Opportunity - Manager, Data Strategy and Reporting - $120K-$165K DOE

Trajan Wealth Llc

Scottsdale, AZ

Collaborate with senior leadership to define and implement data strategies aligned with business goals. Identify opportunities to leverage data for business improvement and innovation. Develop data governance policies and ensure c...