High Net Worth Planning Paralegal

About the role

We are seeking an experienced and highly capable paralegal to join our Sophisticated Planning Strategies team. This role is designed for a professional who thrives in a fast-paced planning environment and is ready to take on meaningful work across complex estate, business, and charitable planning matters.

Responsibilities

• Provide case support for planning attorneys, as directed
• Review and provide written summaries on clients’ estate and business documents
• Create flowcharts to document flow of assets upon triggering events
• Set up, organize, and maintain electronic case notes and client files
• Create initial PowerPoint presentations on behalf of attorneys
• Coordinate with attorneys, CPAs, and analysts to manage timelines, track handoffs, follow up on outstanding items, and ensure final materials are completed and delivered on time
• Schedule meetings to support the planning teams
• Communicate with financial advisors and other professionals to gather necessary information through effective interviewing techniques
• Perform light legal research and create initial written summaries to provide to attorneys

Qualifications

• Proven 5+ years paralegal experience in estate planning and related work
• Associate or Bachelor's degree in paralegal studies, or a paralegal certificate from an ABA-approved program (preferred)
• Core understanding of revocable trusts and related estate planning documents (preferred)
• Strong knowledge of estate planning principles along with general familiarity in financial planning principles (preferred)

Skills

• Exemplary communication skills with ability to gather information, provide updates, and respond to questions; manage correspondence within the team and with advisors
• Ability to quickly build rapport with team members and financial advisors
• Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint) with deep expertise in PowerPoint
• Comfortable with technology and ability to become proficient in various wealth planning software platforms
• Experience with a client relationship management (CRM) platform
• Excellent time-management skills; ability to consistently track/record time on various tasks
• Excellent customer service skills and a collaborative, team-oriented mindset
• Organizational skills that enable managing multiple cases simultaneously while meeting deadlines effectively
• Ability to maintain confidentiality and handle sensitive information
• Ability to work both independently and collaboratively within a team structure; must be a self-starter
• Ability to effectively respond to urgent situations that require a quick response or turnaround
• Meticulous attention to detail, including deadlines, and proactive time management in meeting deadlines while providing a polished end product

Pay

Pay Range - Start: $81,280.00, Pay Range - End $121,920.00. Final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

Benefits

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups