Overview

Objective: Support Attorneys in Elder Law / Trust and Estates Practice

Our Client is looking for an EXPERIENCED Wealth Management Executive Administrative Assistant Candidate who is currently experienced with working for a wealth management, accounting or law firm. 

In this position you will support attorneys with their administrative needs in settling estates, creating trusts and, in addition, the implementation of practices relating to Elder Law and/or Asset Protection. Type documents and prepare correspondence to clients, courts, banks, attorneys, etc.

Knowledge of documents pertaining to Wills, Living Wills, Health Care Proxies, Powers of Attorney, Revocable & Irrevocable Trusts, for both simple and estate tax planning clients is helpful.

Liaise with clients by phone and email

Salary based on experience. 40K to 50K with excellent benefits package

Job Type: Full-time

Salary: $40,000.00 to $50,000.00 /year