Love helping people, building relationships, and keeping all the moving pieces organized? We have an opportunity for you!
We're looking for a personable, detail-oriented Estate Planning Associate to join a growing team in Eau Claire! This is a unique opportunity to combine your estate planning or legal experience with client relationship management, business development, and a little bit of everything in between!
What You'll Be Doing:
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Be the go-to person! Guide clients through the estate planning process, from initial conversations to completed documents.
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Keep things moving! Coordinate appointments, paperwork, document preparation, and client follow-ups.
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Build relationships! Connect with new and existing clients, identify their needs, and help grow the business.
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Work as a team! Collaborate with financial advisors, estate planning professionals, and internal teams.
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Stay organized! Manage client records, track progress, and ensure nothing falls through the cracks.
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Lend a hand! Assist with administrative projects and provide additional support during tax season.
What We're Looking For:
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2+ years of professional experience.
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Previous experience in estate planning and/or legal services is required.
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Strong communication and relationship-building skills.
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Excellent organization, attention to detail, and multitasking abilities.
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Comfort working with Microsoft Office and CRM systems.
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Someone who is proactive, approachable, and enjoys helping others!
The Perks:
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Competitive salary and benefits package
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Variable compensation opportunities
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Professional development and career growth
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Collaborative, team-oriented environment
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Employee events and activities
Ready for Your Next Opportunity?
If you're someone who enjoys connecting with people, staying organized, and making a meaningful difference in clients' lives, we'd love to hear from you!
Apply today and let's connect!