Estate Planning Associate

JOB REQUIREMENTS: 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 ***** OTHER EXPERIENCE AND QUALIFICATIONS: - 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 ***** APPLICATION INSTRUCTIONS: E-Mail a Rsum: wausau@qpsemployment.com Apply Online: https://jobs.qpsemployment.com/jobs/822890 This position is listed by a private employment agency. The agency is the legal employer. No fee will be charged of the job applicant.