Our firm is looking for a career-minded, talented and motivated individual to assist our team to deliver exceptional Estate Planning services to our clients. This is a remote position.
We have a very clear and simple process for our Estate Planning clients, and becoming accustomed to our workflows should be easy for an experienced pro like yourself!
We are looking for a candidate with at least 2+ years of Estate Planning experience. The fully remote position will require significant communication with clients, so being well spoken and writing well is mandatory.
IMPORTANT TO NOTE
1) If selected for further evaluation, a 3rd party skills, writing and personality assessment will be mandatory.
2) Please do not contact our office directly. You application will be rejected if you do.
3) We will provide you with computer equipment and essentials, but you must have a quiet work space with fast/reliable internet.
Job Type: Full-time
Pay: $18.00 - $25.00 per hour
Benefits:
Schedule:
Travel requirement:
Experience:
Work Location: Remote
In this exciting customer service role, youll learn to educate our clients about investments, trading tools, market mechanics, and retirements choices, in
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