Job Overview:
J. Davenport Legal, a leading estate planning firm based in Norwalk, CT, is seeking a motivated and knowledgeable Estate Planning Advisor to join our team. This role is customer forward, with a strong focus on understanding and addressing the complex needs of our estate planning clients. The ideal candidate will have a background in Estate and Finance, with a keen ability to guide clients through our consultative planning process supported by a knowledge base in the financial aspects of Estates.
Key Responsibilities:
- Act as the primary point of contact for clients, conducting consultations to assess their estate planning needs and providing expert advice.
- Help Draft estate plan documents, including trusts, wills, powers of attorney, advance health care directives, and deeds using our proprietary software.
- Review and amend existing estate planning documents and assist in the funding of trusts.
- Coordinate and manage the preparation and administration of estate planning documents and trust processes.
- Collect and analyze data regarding clients’ assets, including savings accounts, investments, and real estate holdings.
- Work closely with the Senior Paralegal to manage files, workflow, and ensure timely completion of tasks.
- Maintain detailed and accurate records of client interactions and case statuses.
- Provide exceptional customer service, addressing client inquiries and concerns promptly and professionally.
Qualifications:
- Bachelor’s degree in a related field (law, finance, business) preferred.
- Paralegal certification or associate’s degree in paralegal studies preferred.
- Minimum of two years of experience in estate law, legal drafting, or financial planning preferred.
- Strong understanding of estate planning, insurance, retirement, and investment principles.
- Excellent verbal and written communication skills, with the ability to explain complex legal and financial concepts to clients.
- Proficiency in Microsoft Word, Outlook, Excel, and Adobe.
- Experience with case management software is a plus.
- Strong analytical and problem-solving skills, with a proactive approach to client needs.
- Ability to work efficiently in a fast-paced, team-oriented environment.
- Excellent time management skills and attention to detail.
Job Type:
Schedule:
- Monday to Friday
- No nights or weekends
Compensation:
- From $50,000 per year
- Performance Bonus pay
Benefits:
- Paid time off
- Professional development assistance
Work Location:
- In person, Norwalk, CT 06854 (reliable commute or planning to relocate before starting work required)
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- Employee discount
- Flexible schedule
- Paid time off
- Professional development assistance
Ability to Commute:
- Norwalk, CT 06854 (Required)
Ability to Relocate:
- Norwalk, CT 06854: Relocate before starting work (Preferred)
Work Location: In person
