Top 43 Trustee Jobs in Phoenix, Az

Estate Planning Paralegal (Client Maintenance)
Trajan Wealth —Scottsdale, AZ
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Adjunct Instructor - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- 5 years
- Mid-level
Adjunct Instructor - Adult Professional & Graduate Studies - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- 5 years
- Mid-level
Adjunct Instructors - School of Business - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- Marketing
- 5 years
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Deputy Administrator
State of Arizona —Phoenix, AZ
- $160,000 - $225,000 a year
- Full-time
- English
- Office
- Administrative experience
- Paid parental leave
- Paid holidays
Trust Department Servicing Representative - Maricopa Main
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Computer literacy
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant I - Retirement Office
City of Phoenix —Phoenix, AZ
- $24.43 - $45.67 an hour
- Online Application
- Clean driving record
- Research
- Office
- Commuter assistance
- Paid parental leave
Adjunct Instructors - Chemistry, Physics, Mathematics, English, Psychology, Sociology - Surprise, Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Classroom
- Doctoral degree
- 5 years
Corporate Trust Relationship Manager lll
UMB Financial Corporation —Phoenix, AZ
- $98,208 - $144,705 a year
- Email
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
9d
Vice President & Chief Research Officer
Desert Botanical Garden —Phoenix, AZ
- From $168,000 a year
- Full-time
- Office
- Doctor of Philosophy
- Mentoring
School Superintendent
Gila Crossing Community School —Laveen, AZ
- $81,885 - $114,639 a year
- Full-time
- School experience
- CPR Certification
- 5 years
Quick Apply
17h
Marketing Representative - Phoenix East Valley
Pioneer Title Agency —Gilbert, AZ
- Full-time
- Writing skills
- Research
- Communication skills
Quick Apply
Bankruptcy Associate
BUCHALTER —Scottsdale, AZ
- Writing skills
- Mid-level
- 401(k)
Quick Apply
Bankruptcy Specialist I (On-Site)
Newrez —Tempe, AZ
- Full-time
- Computer literacy
- Research
- Office
- Paid parental leave
- Health savings account
Director of Strategic Initiatives and Advancement Operations- Development and Alumni Relations
Midwestern University —Glendale, AZ
- Full-time
- Microsoft Outlook
- Sales
- Customer service
- Paid holidays
- Disability insurance
Probate Attorney
Tiffany & Bosco, PA —Phoenix, AZ
- $120,000 - $150,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
VP - Planned Giving
HonorHealth —Scottsdale, AZ
- Full-time
- 5 years
- Research
- Office
Manager Philanthropy Major Campaign Gifts
St Joseph Hospital & Medical Center —Phoenix, AZ
- $43.10 - $64.11 an hour
- Full-time
- Research
- Mid-level
- 3 years
Major Gifts Officer
Arizona Christian University —Glendale, AZ
- Full-time
- Google Workspace
- 3 years
- University
Quick Apply

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trustee jobs near phoenix, az

Estate Planning Paralegal (Client Maintenance)

Trajan Wealth -
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Documentation tools
Legal drafting
Will preparation
Trust legal document drafting
Productivity software

Full Job Description

About Trajan Estate

Trajan® Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets. As a fiduciary firm, we act solely in our clients' best interests. Every member of the Trajan team takes this responsibility seriously and is committed to delivering thoughtful, objective guidance that supports our clients' long-term financial success.

Role Overview

We are seeking an experienced Estate Paralegal to join our team focused primarily on existing client maintenance and support. The ideal candidate will have excellent customer service skills and experience working directly with clients across the country on estate plan updates and post-death trust administration, as well as general administrative support (phones, email, incoming and outgoing mail, collecting payment, etc.).

This position will be onsite at our Scottsdale Corporate office.

Duties and responsibilities

Work directly with existing clients to answer questions, ascertain needs, and prepare trust amendments, updated powers of attorney, deeds, LLC/corporate documents, and other elements of a client's estate plan
Work directly with and prepare post-death documents for trustees/beneficiaries during the post-death trust administration (and occasionally, probate) process
Work directly with and support clients throughout the funding process
Provide general administrative support such as answering phones, managing attorneys' emails, and assembling and mailing new clients' estate planning binders
Draft new estate plan documents on an overflow basis to support the drafting paralegals as needed
Be comfortable servicing most clients virtually across the country

Qualifications

Minimum 3 years estate planning experience drafting estate planning documents, updating estate plans, and handling post-death estate administration
Exceptional interpersonal communication, with the ability to educate and support individuals during emotionally sensitive situations.
Proficiency in Microsoft platforms such as Word, SharePoint, OneDrive, and Excel, as well as Adobe
Detail-oriented, organized, and able to manage many tasks under deadlines

Benefits

Starting Salary of $75,000 to $85,000 depending on experience.
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!

Quick Apply

Refine Your Search

trustee jobs in phoenix, az

Estate Planning Paralegal (Client Maintenance)

Adjunct Instructor - Surprise Arizona

Adjunct Instructor - Adult Professional & Graduate Studies - Surprise Arizona

Adjunct Instructors - School of Business - Surprise Arizona

Portfolio Advisor

Deputy Administrator

Trust Department Servicing Representative - Maricopa Main

Administrative Assistant I - Retirement Office

Adjunct Instructors - Chemistry, Physics, Mathematics, English, Psychology, Sociology - Surprise, Arizona

Corporate Trust Relationship Manager lll

Vice President & Chief Research Officer

School Superintendent

Marketing Representative - Phoenix East Valley

Bankruptcy Associate

Bankruptcy Specialist I (On-Site)

Director of Strategic Initiatives and Advancement Operations- Development and Alumni Relations

Probate Attorney

VP - Planned Giving

Manager Philanthropy Major Campaign Gifts

Major Gifts Officer

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