Estate Planning Associate

Love helping people, building relationships, and keeping all the moving pieces organized? We have an opportunity for you!

We're looking for a personable, detail-oriented Estate Planning Associate to join a growing team in Eau Claire! This is a unique opportunity to combine your estate planning or legal experience with client relationship management, business development, and a little bit of everything in between!

What You'll Be Doing:

Be the go-to person! Guide clients through the estate planning process, from initial conversations to completed documents.

Keep things moving! Coordinate appointments, paperwork, document preparation, and client follow-ups.

Build relationships! Connect with new and existing clients, identify their needs, and help grow the business.

Work as a team! Collaborate with financial advisors, estate planning professionals, and internal teams.

Stay organized! Manage client records, track progress, and ensure nothing falls through the cracks.

Lend a hand! Assist with administrative projects and provide additional support during tax season.

What We're Looking For:

2+ years of professional experience.

Previous experience in estate planning and/or legal services is required.

Strong communication and relationship-building skills.

Excellent organization, attention to detail, and multitasking abilities.

Comfort working with Microsoft Office and CRM systems.

Someone who is proactive, approachable, and enjoys helping others!

The Perks:

Competitive salary and benefits package

Variable compensation opportunities

Professional development and career growth

Collaborative, team-oriented environment

Employee events and activities

Ready for Your Next Opportunity?

If you're someone who enjoys connecting with people, staying organized, and making a meaningful difference in clients' lives, we'd love to hear from you!

Apply today and let's connect!