Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
About us
Casey Estate & Business Planning is a boutique law firm in Newport Beach, CA. We specialize in the estate planning of high net worth clients.
Job Overview:
We are seeking a detail-oriented and organized individual to join our team as a File Clerk. As a File Clerk, you will be responsible for maintaining and organizing physical and electronic files, ensuring accurate and efficient record-keeping.
Responsibilities:
- Sort, categorize, and file documents in accordance with established filing systems
- Scan and digitize paper documents for electronic storage
- Perform data entry tasks to update and maintain databases and systems
- Collect data and information from various sources for record-keeping purposes
- Maintain confidentiality of sensitive information
Requirements:
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Proficient in basic math skills
- Familiarity with Microsoft Excel for data entry and basic calculations
- Ability to navigate databases and systems effectively
- Excellent organizational skills with the ability to prioritize tasks
- Strong written and verbal communication skills
- Proficient in office equipment operation (e.g., scanners, printers)
As a File Clerk, you will play a crucial role in ensuring the smooth operations of our organization's record management. If you are meticulous, reliable, and have excellent organizational skills, we encourage you to apply for this position.
Job Types: Part-time, Temporary
Pay: $16.00 - $20.00 per hour
Schedule:
Work Location: In person
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