Job Description

Job Description

Job Description

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County.  We currently have openings in our Estate Planning department.  Qualified individuals will have two to five years of experience, possess a strong academic background.

Qualifications

• Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
• This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
• Demonstrate expertise in drafting and implementing estate planning documents
• Understanding of estate, gift and generation-skipping transfer tax laws
• Excellent communication, negotiation and problem-solving skills

Benefits

• Medical, Dental and Vision Insurance
• Summer Fridays
• 401(k)
• 8+ holidays and discretionary time off structure
• 17 personal days per year (vacation, sick or otherwise)
• Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
• Draft, review and revise estate planning documents tailored to individual client needs
• Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
• Stay current with federal and state laws impacting estate planning, probate and tax matters
• Foster trust and rapport with clients through clear communication, confidentiality and responsive service

Job Type: Full-time

Work Location: In person

Compensation: $80,000.00 - $150,000.00 per year

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