Office Specialist - Estate Planning (Brooklyn, NY)

Responsibilities

• Drafting client amendments to existing trusts
• Preparing new trusts and wills
• Conducting client consultations
• Leading document review meetings
• Handling client phone calls and correspondence

Qualifications

• Customer facing experience
• Operations ; administrative
• Background in estate planning, elder law, or real estate (strongly preferred)
• Strong client-facing communication skills
• Ability to work independently and manage a caseload

Schedule

Tuesday–Thursday, in-office (Brooklyn)

Compensation

Commensurate with experience

Start date

ASAP