Overview
Estate Planning Paralegal Jobs in Coral Gables, Florida, USA at Saidin M. Hernandez PA
This range is provided by Saidin M. Hernandez PA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$50,000.00/yr – $80,000.00/yr
The Estate Planning Paralegal is the liaison between clients and the financial advisor in all things estate planning. They provide excellent individualized service while developing long-term relationships with the clients. This position has a salary plus uncapped commission structure with plenty of opportunity for growth.
As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join us today by applying here!
Responsibilities
Meet with clients to discuss individualized process and pricing according to each clients’ needs – answering all client questions
Coordinate the delivery of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives with the assistance of an estate planning program
Maintain and organize client files, ensuring all documentation is current and accurately filed
Communicate with clients to gather necessary information and provide regular updates on their cases
Processing payments
Coordinate and execute the notarization of estate planning documents
Schedule and coordinate client meetings
Provide general administrative support to financial advisors as needed
Always put the client’s best interest first
Cultivate new opportunities within existing client relationships
Conduct legal research related to estate planning and probate matters
Stay informed on industry regulations, compliance, and law changes
Pursue ongoing education to enhance industry knowledge
Qualifications
Experience as a legal secretary or assistant or paralegal for at least 3 years
Bachelor’s degree or Paralegal certificate
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal
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Title: Estate Planning Paralegal
Company: Saidin M. Hernandez PA
Location: Coral Gables, Florida, USA
Category: Law/Legal
