Estate Planning Associate

Profile

Are you a driven, detail-oriented go-getter with 1-2 years of estate planning experience? Can you navigate new software systems like a pro, follow office procedures with ease, and thrive in a team environment? If so, we want to meet you!

We’re a small, dynamic firm that values grit, intelligence, humor, and resourcefulness. We’re looking for someone who not only knows their way around estate planning but also loves connecting with clients and building strong relationships with referral sources. Our ideal associate is organized, adaptable, and has the interpersonal skills to make everyone feel comfortable and confident in their estate planning journey.

If you’ve got a good sense of humor, enjoy collaborating with others, and can bring a positive attitude to the table, you’ll fit right in with our tight-knit team. We work hard, but we also know how to have fun, and we believe great work comes from great relationships—both with each other and our clients.

This is an in-office position, so you’ll be right in the mix, growing, learning, and making a real impact on our clients and the community. Ready to bring your skills and personality to the table? We’d love to hear from you!

Requirements:
1-2 years of estate planning experience
Ability to learn new software and processes quickly
Strong interpersonal skills with clients and referral sources
A sense of humor and a positive attitude
Team player who’s organized, adaptable, and driven
Knowledge of Microsoft and Google suite of products
Familiarity with WealthCounsel a bonus!

This is an in-office position located in Sudbury, MA.

Company info

Confidential