Estate Planning Professional

6 days ago

Melbourne, Victoria, Australia beBeeEstate Full time $80,000 - $120,000
Job Title: Associate Attorney

We are seeking a highly skilled and motivated Associate Attorney to join our team. This is an exciting opportunity for a forward-thinking attorney to pursue a meaningful career impacting the estate and financial outcomes of our clients.

About the Role:
This client-facing role involves bringing on new clients by applying communication, problem-solving, and persuasion skills to deliver an exceptional estate and financial planning experience. You will host and speak at workshops, meet with probable clients for first consultations, inspire clients to take next steps, retain clients through your influence, conduct interim meetings, consult and design individualized estate plans, and document signing meetings with clients.

Responsibilities:
  • Hosting and speaking at public workshops; educating probable clients about all of their estate and financial planning options.
  • Meeting with probable clients for first consultations and gathering necessary information to make planning recommendations, and aiding the client in overcoming procrastination and retention.
  • Engaging clients to move forward with preparation of estate planning documents.
  • Reviewing drafts of the estate plan to ensure it meets client needs and wishes.
  • Using legal knowledge to make fiduciary recommendations to create an exceptional, individualized plan.
  • Conducting document signing appointments with clients including notarization and explaining the plan, based on client wishes and needs.
  • Assessing opportunities to provide integrated estate and financial planning.
  • Recording detailed notes of all meetings and phone calls in the client database.
  • Meeting weekly with an assigned mentor attorney to discuss complex matters and obtain technical guidance.
  • Communicating with clients, attorneys, financial advisors, and staff.
  • Responding to client requests via email and telephone.
  • Working collaboratively with the team.

Requirements:
  • Juris Doctorate and Licensed to Practice as an Attorney.
  • Excellent time management, problem-solving, and communication skills.
  • Computer skills including experience with Microsoft Office and Apple.
  • Ability to work early evenings twice a month.
  • No estate planning specific experience required.

Benefits:
  • Generous base salary with bonus potential based on performance.
  • Health insurance with company contributions to premiums.
  • Maternity/paternity leave after 1 year of employment.
  • 401k with matching benefits.

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