receiving all client telephone calls, portal chats, emails, and letters, and ensure timely responses to clients. - Coordinate with clients, attorneys, and external parties for documentation. - Assist clients with the funding of their trusts. - Maintain and update case... files. - Prepare reports...
documents such as Revocable Living Trusts, Wills, Powers of... Attorney, and Healthcare Directives. This requires proficiency in using Wealth Counsel software to ensure precision and compliance with legal standards. - Secure the Legacy: The role includes assisting clients with trust f...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Title: Estate Planning Case Manager/Paralegal Company: Law firm Job Type: Full-time (Monday to Thursday) About Us: Established 24 years ago, the law firm is a leading firm focusing on estate planning and elder law services. The firm is dedicated to providing exceptional service and...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...