Overview
Document and Presentation Specialist Jobs in Texas at SCH SERVICES INC
OVERVIEW
A distinguished private wealth and estate planning firm in central Utah County is seeking a relationship-oriented Attorney, who is committed to delivering world-class client solutions, to join their growing team. This role offers an exceptional opportunity to work with high-net-worth individuals and families, providing sophisticated legal counsel and crafting customized solutions to complex estate planning challenges.
Compensation: $150K (DOE) + bonus + generous benefits package
Location: Central Utah County, Utah
WHAT YOU WILL DO
Lead: Advise high-net-worth clients on sophisticated estate planning strategies, including trust and estate administration, business succession planning, and wealth preservation techniques.
Develop: Craft and implement comprehensive estate plans tailored to individual client needs, incorporating trusts, wills, powers of attorney, and other relevant legal instruments.
Analyze: Proactively assess complex legal and financial situations, identify potential risks and opportunities, and develop strategies to minimize tax liabilities and maximize wealth transfer.
Collaborate: Effectively partner with clients, financial advisors, and other professionals to provide seamless and integrated service delivery.
Build & Maintain: Cultivate and nurture long-term client relationships based on trust, integrity, and exceptional service.
Stay Informed: Continuously monitor and adapt to evolving legal and regulatory landscapes impacting estate planning and wealth management.
Contribute: Actively participate in professional development and contribute to the firm’s growth and success through knowledge sharing and client service excellence.
WHAT YOU WILL BRING
Academic Excellence: Juris Doctor (JD) degree from an accredited law school with a strong academic record; current Utah Bar membership
Proven Experience: Minimum 3 years of successful experience in high-net-worth estate planning, trust and estate law, or a closely related field.
Specialized Knowledge: Demonstrated expertise in sophisticated estate planning techniques, including wealth preservation strategies, tax minimization, and trust and estate administration.
Exceptional Communication: Possess excellent written and verbal communication, interpersonal, and client service skills with the ability to build and maintain strong client relationships.
Analytical & Problem-Solving: Strong analytical and problem-solving skills with meticulous attention to detail and the ability to navigate complex legal and financial scenarios.
Results-Oriented: Proven ability to manage multiple projects effectively, prioritize tasks, and consistently meet deadlines in a fast-paced environment.
Client-Centric: A strong commitment to providing the highest level of client service, exceeding client expectations, and building lasting relationships.
Title: Document and Presentation Specialist
Company: SCH SERVICES INC
Location: Texas
