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Boutique Estate Planning law firm seeking an attorney experienced in Trust Administrative and probate. Physical office is in Palm Desert, California but remote work a possibility for attorneys who are self-managed (How cool is that?!?)
Qualifications:
5+ years in Trust and Probate Administration
Must be familiar with a variety of estate planning concepts and proficient in Trust and Probate administration practices and procedures
High proficiency in computer skills a must
Knowledge in Mac-Based system, Clio, Box & Wealth Docs (WDX) a Plus
No resume will be accepted without a Cover Letter.
Desired Characteristics:
Must possess high integrity and strong work ethics
Team player and goal oriented
Excellent communication and organizational abilities
Attention to detail with strong follow-through skills
Ability to multi-task and prioritize in a client-centric environment
Capacity to follow established processes and procedures
Able to exercise good judgment
Must have a sense of humor.
Salary: Commensurate with experience. Excellent benefits package.
Job Type: Full-time
