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Company | Trajan Wealth LLC |
Address | Scottsdale, AZ, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-22 |
Posted at | 9 months ago |
Job purpose The primary role of this Legal Executive Administrator position is to coordinate and conduct signings of estate planning documents with clients in multiple states. Most of the signings will be remote, but some will be in-person. This involves preparing original documents for signing, conducting in-person or remote signing meetings with clients, and notarizing/processing the estate planning documents post-signing, including government filings. In addition, the Legal Executive Administrator is responsible for providing administrative support to a team of Attorneys and Paralegals; as well as, provide support as needed across multiple offices. The ideal candidate will have an eye for detail, excellent communication, administrative skills, and work well in a fast-paced environment. Client interaction and collaboration skills are a must. We are looking for candidates with a passion for providing an exceptional client experience, and excited to be part of a rapidly growing, evolving and innovative law firm. As the first Alternative Business Structure law firm approved by the Arizona Supreme Court, it is critical that a candidate work well with the financial advisors and other team members at our sister company, Trajan Wealth. Duties and responsibilities Schedule and coordinate estate plan signing meetings with clients in multiple states Prepare and mail original estate planning documents to clients Conduct in person and remote signing meetings with clients Process estate planning documents post-signing, including government filings Conduct post-signing funding calls with clients Field calls regarding general client needs and inquiries Serve as general support to and assist Estate team with general administrative tasks Qualifications 5 years experience in Legal Administrative role preferred Active notary stamp required. Remote online notary certification preferred. Excellent client communication skills Excellent collaboration abilities Outstanding written and verbal communication Strong problem-solving skills Ability to work in a fast-paced environment with an ability to multi-task Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint Professional, positive attitude, well-organized, and detail-oriented, with a high tolerance for change. Compensation Package: Competitive Salary - $50,000 401K with matching component United Healthcare PPO Medical - employee portion paid for by the Company Delta Dental and UHC Vision Life Insurance, Short-Term and Long-Term Disability options available and much more Generous holidays and PTO Come and join a team that is making a difference in their clients' and employees' lives!
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