Administrative Assistant - Excel Partners

Administrative Assistant

Job Description:

Our client, a leading estate planning firm based in Norwalk, CT, is seeking a motivated and knowledgeable Estate Planning Advisor to join our team. This role is sales-forward, with a strong focus on understanding and addressing the complex needs of our highly intelligent clients.

The ideal candidate will have a background in Estate and Financial planning, with a keen ability to guide clients through our consultative planning process supported by a knowledge base in the financial aspects of Estates. CFP or equivalent designation is a plus.

Key Responsibilities:

• Act as the primary point of contact for clients, conducting consultations to assess their estate planning needs and providing expert advice.
  
• Sell estate planning services and products to clients, tailoring solutions to meet their unique requirements.
  
• Help Draft estate plan documents, including trusts, wills, powers of attorney, advance health care directives, and grant deeds using Estate Guru software.
  
• Review and amend existing estate planning documents and assist in the funding of trusts.
  
• Coordinate and manage the preparation and administration of estate planning documents and trust processes.
  
• Collect and analyze data regarding clients’ assets, including savings accounts, investments, and real estate holdings.
  
• Work closely with the Senior Paralegal to manage files, and workflow, and ensure timely completion of tasks.
  
• Maintain detailed and accurate records of client interactions and case statuses.
  
• Provide exceptional customer service, addressing client inquiries and concerns promptly and professionally.
  

  Requirements:

  Qualifications:
  
• Bachelor’s degree in a related field (law, finance, business) preferred.
  
• Paralegal certification or associate’s degree in paralegal studies preferred.
  
• Minimum of two years of experience in estate law, legal drafting, or financial planning preferred.
  
• CFP or equivalent designation is a plus
  
• Proven sales experience with a track record of meeting or exceeding sales targets.
  
• Strong understanding of estate planning, insurance, retirement, and investment principles.
  
• Excellent verbal and written communication skills, with the ability to explain complex legal and financial concepts to clients.
  
• Proficiency in Microsoft Word, Outlook, Excel, and Adobe.
  
• Experience with case management software is a plus.
  
• Strong analytical and problem-solving skills, with a proactive approach to client needs.
  
• Ability to work efficiently in a fast-paced, team-oriented environment.
  
• Excellent time management skills and attention to detail.
  
  Compensation:
  
• From $50,000 per year + performance bonus pay.