Estate Planning Legal Assistant & Document Review
Moneta Group Investment Advisors
Moneta Group Investment Advisors is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow and organizing estate planning documents. You will prepare summaries for attorney and reviewer evaluation and act as a primary contact for internal client teams on Estate Planning Review requests. The role emphasizes reviewing wills/trusts, tracking key provisions, deadlines, and ensuring accuracy across complex documents while maintaining department resources #J-18808-Ljbffr
Vacancy posted 5 days ago
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