What are the responsibilities and job description for the In-House Estate Planning Specialist position at Levine, Furman & Rubin?
Levine, Furman & Rubin is a boutique law firm in Monmouth County with a primary focus on Estate Planning, Estate & Trust Administration, and Elder Law.
We are seeking an experienced Estate Planning Specialist to join our high-performance team. The ideal candidate will have excellent communication skills, be able to work closely with clients on a daily basis, and possess a strong ability to build relationships.
The senior partner and senior associates will provide guidance and support to ensure the new hire has a comprehensive understanding of estate planning principles and best practices.
- 1-2 years of experience in estate planning preferred; background in related field strongly preferred
- Excellent networking and relationship-building skills
- Strong organizational and time management skills
- Able to convey complex concepts in simple terms to clients