This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000 - $175,000 per year
A bit about us:Boutique California law firm dedicated to providing exceptional legal services in trust, estate, and probate matters.
Why join us?- Competitive starting salary
- Health insurance coverage
- Employer-matched 401(k)
- Supportive and collegial work environment
Job DetailsResponsibilities
- Lead estate planning matters from consultation to completion
- Draft, review, and finalize comprehensive estate planning documents
- Maintain precise and timely client records and communications
- Collaborate with support staff and attorneys to ensure the highest quality client experience
- Contribute to strategic business development and relationship building within the community
- Engage in and enjoy relationship development activities, such as peer-to-peer networking, estate planning workshops, and informational presentations
Qualifications
- 5+ years' experience in estate planning
- Certified Specialist designation is preferred
- Established book of business and a demonstrated ability to develop and maintain client relationships
- Strong client communication, drafting, and interpersonal skills
- Professional, approachable presence and a high degree of empathy
- Proven ability to work independently and lead within a growing practice
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Never miss an opportunity! Create an alert based on the job you applied for.