It Takes a Village to Protect What You Love.
Estate Planning for Parents with Young Children • International Estate Planning • Estate Tax Planning
August 24
🔄 Hybrid – Manhattan
It Takes a Village to Protect What You Love.
Estate Planning for Parents with Young Children • International Estate Planning • Estate Tax Planning
• Field and direct phone calls from clients, prospects, and advisors. • Assist in preparation of client legal documents • Perform administrative tasks • Proofread documents • Update schedules and calendars • Send out postcards, reminders, and holiday cards/packages
• Excellent academic credentials • Dependable -- on time is five minutes early • Ambitious -- an intense desire to put your education into practice • Organized -- ability to focus on a task, be redirected, and return to complete said task • Curious -- willing to pitch in and ask the team for help or further clarification
• Willing to fill out paperwork for credit
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