Estate Planning Associate

Position Title: Estate Planning Associate

Wage: $45,000 - $55,000/year

Shift: 1st

Hours: 8:00am - 5:00pm

Are you passionate about helping people while building strong client relationships? As an Estate Planning Associate, you'll play a key role in guiding clients through important life-planning decisions while contributing to the growth and success of a dynamic organization. Apply to this opportunity in Eau Claire, WI today!

Estate Planning Associate Responsibilities:

- Serve as the primary point of contact for clients throughout the estate planning process, coordinating services between clients, advisors, and estate planning partners

- Proactively engage prospective and existing clients to identify estate planning needs, generate new business opportunities, and strengthen client relationships.

- Guide clients through estate planning platforms and processes, assisting with questionnaires, information gathering, and document preparation

- Educate clients on the estate planning process and the purpose of estate planning documents while referring legal questions to qualified attorneys when appropriate

- Coordinate consultations, document preparation, signing appointments, and ongoing client follow-up

- Maintain accurate client records, monitor case progress, and ensure timely completion of tasks within the organization's CRM system

- Build and maintain strong client relationships through proactive communication, personalized service, and ongoing engagement

- Identify opportunities for additional financial and professional services and facilitate appropriate internal referrals

- Collaborate with advisors, internal team members, and external partners to ensure efficient workflows and a positive client experience

- Provide administrative and client support during seasonal peak periods and assist with special projects and initiatives as needed

Requirements for Estate Planning Associate:

- At least two years of professional work experience required

- Previous experience in estate planning, legal services, financial services, or a related field preferred

- Strong organizational and project management skills with exceptional attention to detail

- Ability to manage multiple priorities and deadlines in a fast-paced environment

- Excellent written and verbal communication skills

- Proficiency with Microsoft Office applications and CRM systems

- Ability to handle confidential and sensitive information with discretion and professionalism

IND050

QPS Employment Group is a full-service staffing firm comprised of dedicated and passionate people with over 50 offices throughout the United States. We place great people with great companies in industrial, skilled trades, administrative, manufacturing, general labor and professional employment. Hiring immediately!

Why Work with QPS?

- Access to sought-after positions with leading employers

- Dedicated placement specialists who will guide you through every step of the job search process

Best of all, our job matching and resume assistance services are 100% free to job seekers! We will never ask you to pay a fee.

Please note that QPS Employment Group may use a virtual recruiting assistant to help screen and schedule candidates efficiently. All information collected through this process is used solely for employment purposes and is handled securely in accordance with our privacy policy.

We are proud to be an equal opportunity employer.