Vacancy expired!
AtWork Personnel is a full-service staffing agency specializing in short-term, temp-to-hire, and long-term positions.
We are looking for a full time Experienced Estate Planner (LDA).
Qualifications:
- The perfect candidate must have familiarity with various estate planning documents including: trusts, wills, powers of attorney and some time as a practicing LDA.
- Must be registered as an LDA (if you are not registered, the company will help you register)
Experience:
- Must have experience meeting with clients and have the ability to work under pressure.
- Must have excellent phone presence….candidate should be upbeat, helpful and able to project a friendly “can help” attitude over the phone.
- Must be detail oriented and have experience proofreading documents.
QUALIFIED CANDIDATES ONLY
Please send your resume to Bianca at bdiaz@atwork.com!
@Work
43576 Washington St. Suite 110
La Quinta CA, 92253