Paralegal - Trust & Estate

Los Angeles, CA
The Lab
What you do:

As a Paralegal, you will work with our Wealth Strategists and Advisors to architect and implement planning needs and solutions for our client base. You will utilize technology to organize processes and procedures for the entire company to administer our clients’ wealth planning.

Specific responsibilities include:

    • Review, analyze, and summarize client estate planning documents to identify areas for improvement
    • Communicate and document findings with memorandums and diagrams
    • Communicate effectively with the client's team of professionals inside and outside of AdvicePeriod
    • Maintain and organize clients’ digital files, documents, and data 
    • Provide Wealth Strategists assistance with researching various issues and with trust administration

What you bring

    • Bachelor’s degree
    • Ideally, seven (7) years of applicable experience in the area of trust and estate law
    • California state or National Association of Legal Assistants certification
    • Demonstrated ability to advise families on planning as part of a team
    • Enthusiastic user of technology to communicate, track details and deadlines
    • Strong presentation skills in one-on-one and group meetings
    • Organized, analytical and detail-oriented
    • Self-motivated and independent yet exhibits a team player attitude
    • Indomitable work ethic and the willingness to work additional hours as needed
    • Strong willingness to learn
    • Outstanding written and verbal communication skills
    • Ability to foster teamwork and motivate colleagues

What we offer:

    • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
    • Financial support for approved designations and courses
    • Training through company-sponsored events
    • An Inc. Best Workplace and Entrepreneur Top Culture environment