Estate Planning Associate

Mission Wealth Management LP•Santa Barbara, CA

7d•$0 - $110,000•Onsite

About The Position

Mission Wealth is hiring a growth-minded Estate Planning Associate to join their award-winning team. Mission Wealth is a Barron’s Top 100 RIA firm and has been voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News. The company is committed to giving back to the community and expanding nationally. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Their dynamic planning process ensures that every piece of the puzzle is put into place as clients’ lives unfold and their needs evolve, giving them the complete picture and confidence in their financial future. This role is for a legal/paralegal professional with hustle and a couple of years of experience working in a legal role, who defines ambition, has a sense of adventure, and a passion for purpose, both in life and in their approach to legacy planning.

Requirements

2-5 years of proven experience in a paralegal or estate-focused role, ideally within wealth management
Knowledge of estate and tax laws and concepts
Familiarity with estate plan drafting, probate, trust administration, and estate settlement
Familiarity with Form 706, 709, and 1041
Strong technical skills
Excellent attention to detail, multi-tasking, and time management skills
Strong written and verbal communication skills required.
Ability to work independently and remain flexible as priorities change
Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
Outstanding ability to communicate and work collaboratively

Nice To Haves

Paralegal certification, JD, or AEP/CEP designations preferred
Experience with SalesForce and MoneyGuidePro/eMoney preferred

Responsibilities

Work with a high-performing & growth-orientated team
Speak your mind, have your voice heard, innovate, and streamline existing processes
Grow yourself personally and professionally with the support of your team
Learn and utilize estate plan modeling software for client estate reviews
Assist with third-party estate document preparation
Review estate documents for key terms, roles, and potential issues
Perform legal research
Coordinate with third-party trust company partners
Coordinate and communicate with other team members to perform job functions
Other various assigned projects associated with estate, philanthropy, and wealth services.