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)
Adams & Martin Group is seeking a meticulous and organized professional to join a dynamic team as an Estate Planning Paralegal. In this role, you will collaborate closely with esteemed attorneys and clients, contributing to the seamless execution of estate and trust administration processes. The successful candidate for the Estate Planning Paralegal role will be highly organized, detail-oriented, and equipped with excellent communication, grammar, and proofreading skills.
Location Options: This role is based in either our downtown St. Louis office or Town and Country office. Standard working hours are 9:00 a.m.-5:00 p.m., Monday-Friday. We offer a competitive salary commensurate with experience, along with an extensive benefits package, including major medical plans, a 401(k) plan, and covered parking.
Key Responsibilities for Estate Planning Paralegal:
Job Requirements:
If you are a qualified candidate and interested in the Estate Planning Paralegal role, please apply with a Word document version of your resume for our team to review.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
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