Estate Services Coordinator & AI Review Lead

$85k - $100k

EP Wealth Advisors

EP Wealth Advisors in Torrance, California, is looking for an Estates Review & Quality Specialist to support the estate planning review process. The role includes reviewing client documents, managing workflow, and ensuring accurate documentation. The ideal candidate should have a Bachelor's degree and 3-5 years in estate planning or legal operations, with proficient skills in Microsoft Office Suite and knowledge of Salesforce. The position offers a competitive salary of $85,000.00 – $100,000.00 per year. #J-18808-Ljbffr EP Wealth Advisors

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Vacancy posted 3 days ago

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