Estate Service Specialist - Fisher Investments

We are seeking a dedicated professional with a background in estate and trust planning to join our team. If you enjoy evaluating complex information and helping others understand, this role is for you!

Responsibilities:

• Assist clients in understanding estate planning options.
• Draft and review legal documents related to trusts and estates.
• Conduct research on relevant laws and regulations.
• Provide exceptional client service and support throughout the planning process.

Qualifications:

• Experience as an attorney, estate planner, law clerk, or legal assistant.
• Strong analytical and communication skills.
• Detail-oriented with a passion for client service.