Estate Planning Specialist

Estate Planning Specialist 3 Pointe Drive, Brea, CA 92821 From $35 an hour - Full-time From $35 an hour - Full-time This is a career opportunity not a job. You must have excellent communication skills both oral and written. Must have estate planning drafting skills and experience in setting up corporations LLC and FLP's. Our client base is first responders which includes police sheriff fire, military and all medical personnel. We have extremely high volume requiring work to be done quickly without Sacrificing-attention to detail. This position provides a lot of advancement opportunities and supervisory responsibilities. The income potential is great for the right candidate. Must be available Monday through Friday as well as some Saturday hours. Must have good presentation skills and ability to meet with clients to conduct interviews via zoom and trust meetings in person. Must have active Notary License and fluent in Spanish. Opportunity with this position is limitless.

Job Type:

Full-time Pay:

From $35.00 per hour Application Question(s): Are you familiar with using Teams for internal communications and Monday.com for project management?

Experience:

Microsoft office: 3 years (Required)

Word :

3 years (Preferred) Wills, trusts, & estate law: 5 years (Preferred)

Administrative & Business Operations:

2 years (Preferred) estate planning and business transactional: 5 years (Required)

License/Certification:

Certified Notary Public, Certified Estate Planner, (Preferred)

Work Location:

In person