Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Cantor Law Group offers a minimum starting pay of $75,000 per year – more, depending on experience. We are seeking a paralegal with five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients.
Responsibilities:
· Work closely with attorney to ensure that all cases are receiving the necessary attention
· File paperwork, LLC, deeds, titles, etc.
· Provide communication to Client’s regarding case status
Requirements:
· Bachelor’s Degree: Has a verified bachelor’s degree, or extensive workforce experience.
· Five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients
We offer an outstanding benefits package, which includes ten (10) days paid holidays, fifteen (15) days paid vacation days, and five (5) personal or sick time off days a year (i.e., 30 paid days off per year). Upon completion of the first year of employment we do offer loyalty vacation time off, which means an employee can earn an additional one (1) day off per year of employment with the Firm for the first five (5) years. Thereafter, each employee will receive 5 additional days of Loyalty Vacation on their 10th anniversary, 15th anniversary, etc., while employed with the Firm. The Firm pays for half of the cost of the employee’s base plan medical insurance benefits for the first year of employment. At 1 year of employment, the Firm pays for all of the cost for the employee’s individual base plan medical insurance benefits. Dental/Vision and Life insurance are also paid for by the Firm upon initial enrollment. Additional insurance is available for the employee to add on for self, self and spouse/domestic partner, self and children, or entire family. Also, a 401K with a very generous employer match of 3.5% is offered. Lastly, the Firm pays for your parking beginning on day one.
Cantor Law Group is an AV-rated family law firm listed in Martindale-Hubbell's Bar Register of Preeminent Lawyers. The Firm has expanded this year and is still continuing to grow at a rapid pace.
Cantor Law Group recently added the 28th floor penthouse, which is 9,200 square feet of beautiful office space, in addition to the already existing 25,000 square feet of office space, occupying the entire 23rd floor and part of the 24th floor in the two Renaissance Tower in downtown Phoenix. Our 15-attorney Firm is on the grow, emerging as the preferred choice for family law in Arizona. Cantor Law Group is now expanding further into the practice area of estate planning.
Job Type: Full-time
Pay: From $75,000.00 per year
Benefits:
Schedule:
Work Location: In person
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