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Senior Estates & Trusts Paralegal
✦ New
Salary not disclosed
Columbia, MD 1 day ago

Elville and Associates, P.C. is a leading Maryland law firm focused on estate planning, elder law, and special needs planning. Our mission is to educate, empower, and guide clients through life’s most important legal and financial decisions.

We’re looking for a Senior Paralegal to join our team at our Columbia headquarters. In this key role, you’ll support our senior attorneys and estate planning department, helping clients and families through every step of the estate planning process.

What You’ll Do

  • Draft estate planning and trust documents with precision and care.
  • Attend and lead client signings as a notary/witness.
  • Support trust administration, including bill payments, accountings, property management, and communication with co-trustees, trust protectors, and outside professionals.
  • Assist with estate administration, including coordinating tax filings and correspondence with the IRS and Comptroller of Maryland.
  • Provide in-office support and help close files with accuracy and efficiency.

What We’re Looking For

  • 5+ years of paralegal experience in estates, trusts, or related legal practice areas.
  • Excellent attention to detail and strong organizational skills.
  • A client-focused, proactive, and collaborative mindset.
  • Proficiency with Microsoft Office and legal document systems.
  • Experience with Clio Grow and Manage is a plus.

Why You’ll Love Working Here

  • Competitive compensation and bonus opportunities.
  • Potential for hybrid schedule with primary in-office work in Columbia.
  • Unlimited paid time off (UPTO) and strong work-life balance.
  • 401(k) with employer matching.
  • Life insurance, employee discounts, professional development, and an Employee Assistance Program (EAP).
  • A positive, team-oriented culture built on education, compassion, and excellence.

Apply Now

Send your cover letter and résumé to:

Jeff Stauffer, Community Relations Director

Learn more about us at

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Wills and Trusts Attorney
Salary not disclosed

Aloia Law is a boutique law firm specializing in complex commercial litigation, real estate and business transactions, and municipal law. We are a well-established firm with an exceptional reputation for providing personalized service and maintaining long-term client relationships.

We are seeking a highly motivated and experienced Wills and Trusts Attorney to join our team in Mt. Clemens, Michigan. The ideal candidate has 7+ years of experience in Estate Planning, Probate Administration, Trust Administration, Asset Protection, and Business Succession Planning who has developed strong, trusted client relationships over the course of their practice. This role is well-suited for an attorney who has an existing practice and would enjoy significantly expanding their estate planning practice within a collaborative firm environment. The position involves providing compassionate, client‐focused counsel, managing a diverse caseload, and serving in a visible, client‐facing leadership role. This is a unique opportunity for an accomplished practitioner to help guide the next phase of our firm's growth through a trusts and estates practice in a supportive culture that values respect, collaboration, and professionalism.

KEY RESPONSIBILITIES:

  • Conduct estate planning consultations with prospective and existing clients
  • Provide strategic legal recommendations and guide clients through every stage of the planning process
  • Advise clients on estate planning, asset protection, wealth transfer strategies, and business succession planning
  • Draft and review comprehensive estate plans tailored to each client's goals and objectives
  • Counsel clients on probate and trust administration from initiation through closing
  • Maintain timely and professional communications with clients by phone and email
  • Collaborate closely with internal team members and clients outside advisors, including CPAs, financial advisors, and other professionals
  • Update and maintain compliance with state and federal estate laws
  • Build and maintain client relationships, delivering straightforward and empathetic guidance through complex decisions
  • Contribute to firm development through client relationships and professional engagement

REQUIREMENTS AND QUALIFICATIONS:

  • 7+ years legal expertise in estate planning, probate and trust administration, asset protection, and business succession planning
  • Strong interpersonal and communication skills
  • Strong drafting, analytical, and organizational skills with exceptional attention to detail
  • Excellent client counseling and communication abilities with a high level of responsiveness
  • Ability to work independently as well as collaboratively
  • Ability to manage a diverse caseload with attention to detail and sensitivity to client needs
  • Commitment to excellent client service and professional integrity
  • Juris Doctor (J.D.) degree from an accredited law school
  • Licensed and in good standing with the State Bar of Michigan

BENEFITS:

  • Compensation will be commensurate with experience and skill set
  • Benefits for a full-time position include a retirement plan with employer match, life insurance, short-term and long-term disability insurance, and a medical insurance plan that includes health, vision, and dental coverage with an HSA option
  • Paid time off and paid holidays
  • Ongoing training, mentorship, and professional development
  • Paid bar dues and continuing legal education
  • We offer a flexible work environment with emphasis on work life balance in a supportive and collaborative team atmosphere while encouraging you to develop your skills in meaningful ways

HOW TO APPLY:

Candidates should submit a resume and cover letter outlining your experience and interest in the position to Human Resources at All inquiries will be handled confidentially. Aloia Law is an Equal Opportunity Employer.

Candidates only please. Recruiters and/or Recruiting Agencies, we ask that you do not respond to or contact this Employer.

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Account Executive - Life Sciences
✦ New
Salary not disclosed
Kent, WA 13 hours ago

Hermanson Company is a standout Mechanical company that has been doing business in the Puget Sound area since 1979. Over the last four decades we have grown from a family-owned sheet metal contractor to a partner led full-service mechanical construction, design and maintenance provider playing a significant role in the Seattle-area construction industry.


By design, Hermanson is a special place to work. Our belief is that people do business with people they like. In keeping with that belief, we strive to hire and retain highly motivated people who are professional, ethically unwavering, and unrelenting in delivering quality results. We are focused on providing a workplace where high performance individuals come together to build dedicated teams driven to accomplish great things for our customers.


  • People love working at Hermanson, because we all share the same Core Values:
  • Clients First – Caring, win-win, value, quality and service attitude
  • Family Matters - Safety, wellness, stability, enjoyment and balance
  • Character Matters – Integrity, accountability, passionate, and caring
  • Team - Trust, honesty, respect, reliable and inclusive
  • Appreciate – Each other, our successes, and enjoy the journey
  • Learn, Grow, Innovate – Challenge the status quo and always compete


We are:

  • Consistently rated by the Puget Sound Business Journal as one of the Top 100 fastest growing companies.
  • Thought leaders, changing the way mechanical systems are built & delivered.
  • Focused on our people, our clients, and delivering expertise and value for our clients.
  • Looking for the best and brightest people to join us.
  • Here to support your success, while giving you the freedom to deliver.
  • A company where our people: have fun, work hard, and make money.
  • We are the best-of-the-best in the mechanical industry.


Our Account Executives and Business Unit Group Leaders are experts in their industry, with a distinct focus on our client’s success.


We hire the best who join expert teams that perform at their peak, celebrating success with our clients.


  • You have a positive mental attitude, are goal directed, organized, and productive with your time.
  • You have high standards and a passion to make a positive impact on those you interact with.
  • You are an expert in USP 797, USP 800 Compliance for the pharmaceutical, life science and biotech industry.
  • You are a respected member and/or leader in life science and biotech mechanical associations like ASHRAE.


The Role:

Do you know how to listen, relate to people, and solve problems but haven’t found a career that allows you to put it into action daily? We are offering a life science and biotech sales position which will allow you to take that knowledge and apply it while helping our life science companies grow and excel. Our account executives are considered top income earners in our industry with no cap on potential earnings. If you have potential power that has been untapped, let’s be the company that maximizes your potential and grows you to be better than you thought you could be!


The Senior Account Executive owns and facilitates the customer relationship. It shall be the Senior Account Executive’s function to generate sales of Direct to Owner Projects and Tenant improvements. and full mechanical services to new and existing customers. A Special project is a project that has construction duration usually less than 6 months, is less than a million in mechanical value, has an estimate prepared by the Senior Account Executive. The Senior Account Executive has at their disposal the engineering group for design-build projects. The Senior Account Executive will be expected to propose and estimate his/her projects


Responsibilities:

  • Sales and Account Management for business opportunities for our life science, Biotech and Healthcare sector.
  • Develop Strategic Account Plans to penetrate and grow our life science and biotech markets.
  • Networking at industry events as appropriate
  • Build partnering relationships with owners, owner’s reps, and consultants responsible for the decision-making process.
  • Understand the life science and biotech customer's business, speak their language, and demonstrate technical expertise to develop credibility, loyalty, trust, and commitment from the customer.
  • Have a deep life science and biotech technical knowledge and experience in the delivery of mechanical system operations.
  • Develop sales strategies to maximize the opportunity within life science and biotech industries.
  • Facilitate the technical interface between the customers and Hermanson's operations and engineering departments.
  • Work with the engineering department to develop scope documents for purposes of estimating.
  • Verify that customer design or modification requirements are met promptly and correctly.
  • Reviews company engineering changes and ensures that they are in accordance with customer expectations and life science / biotech specifications.
  • Potential expansion of our geographic footprint, supporting our strategic growth initiatives.
  • Lead in project interviews and ongoing project delivery.
  • Preconstruction and Project Management Oversight, which shall involve working closely with the Project Management and Field Teams to ensure a seamless project delivery. This may include the following, depending on specific project details:
  • Establishment, Implementation, and Support of BIM and other technologies, and partners to support our future preconstruction efforts.
  • Oversight of Field Staff (Superintendents, Site Foreman, Project Engineers, Etc) and construction projects from start to finish
  • Oversight of Project Estimating, Planning, Budgeting, and Identification of Resources. Working in these capacities as necessary and appropriate depending on the team’s workload.
  • Oversight of coordination of the efforts of all parties involved in a project, including owner-reps, architects, consultants, and general contractors.
  • Contract and pricing revisions and negotiations with the client and project ownership
  • Oversight of production scheduling and execution; ensuring the project meets the scheduling requirements.
  • Periodic inspection of construction sites.
  • Identify the elements of project design and construction likely to give rise to disputes and claims. Work with the Project Managers to carefully review these conditions with clients and teams.
  • The salary range for this position is $120,000 to $160,000 plus variable sales incentive pay. (The compensation offered may vary depending on job-related knowledge, skills and experience).



Qualifications:

  • An expert at preconstruction, construction management, and mechanical / plumbing estimating with a focus on Life Science and Biotech mechanical systems.
  • Sales/Customer (5+ years) and capable of expanding Hermanson’s expertise and relationships in life science and biotech markets
  • Excel and Bluebeam proficiency preferred.
  • The qualified candidate must have demonstrated the ability to analyze and perform pursue/no pursue and bid/no bid recommendations and develop pursuit strategies for new business opportunities. The position will also require previous experience in evaluation, competitive environment assessment, value-based pricing, price to win analyses and probability of winning. A proven track record of negotiation and closing high value contracts involving strategic business relationships. A candidate must have the following experience:
  • Contract negotiation with GC executives, Owners, Sr. PMs, & key personnel
  • Familiarity with Estimating, project management, engineering functions and practices
  • Possess strong written and communication skills
  • Ability to positively influence and persuade others
  • A record of achievement in selling across market segments and to GC Accounts
  • Is a disciplined, strategic thinker and can quickly develop a holistic view of Hermanson’s business, building and nurturing key relationships focusing on desired outcomes, creating competitive advantage for the whole company.
  • Professional appearance - conduct, grooming and business dress code that communicates professionalism, level of sophistication, intelligence, and credibility. Dresses to fit the business audience.
  • This position is required to support field personnel and service our customers on projects. Depending on project requirements this may require full time presence on the site and in some cases, presence before and after the project scheduled hours. Flexibility on hours and location of work is dependent on project requirements as determined by your supervisor.
  • This position requires the ability to walk and maintain balance over rough, icy, or muddy ground, climb stairs and ladders, work safely at heights without fear, and to work effectively while exposed to the weather for long periods.


Education:

Four-year University degree, preferably in engineering, architecture, or construction management, or equivalent experience.


Hermanson provides great employee benefits

  • Very Competitive Compensation w/Bonus
  • Medical, dental, vision for employees (coverage available for dependents
  • 401k retirement plan including 5% Company Matching
  • Vacation and Sick Compensation (PTO), and Holiday Pay!
  • Disability income protection
  • Employee and dependent life insurance
  • Growth & Development Opportunities
  • In-House Company Training Program
  • Certificate & Tuition Reimbursement
  • Wellness Program
  • Employee Assistance Program


Hermanson Co., LLP is proud to be an Equal Opportunity Employer. Hermanson does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

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Trust Advisor
✦ New
Salary not disclosed
Iowa City, IA 1 day ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.

As a Trust Advisor, you will:


  • Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  • Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  • Monitor transactions for completion and accuracy.
  • Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  • Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  • Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  • Coordinate and prepare tax-related payments information with clients and outside professionals.
  • Provide information to Fiduciary Officers for client meetings.
  • Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  • Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  • Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  • 3+ year's personal trust relationship management or related experience.
  • Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  • Client-centered focus with excellent strategic thinking and consultative skills.
  • Strong organizational, multi-tasking and prioritizing skills.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as bank of choice.
  • Self-motivated and resourceful.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
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Associate Attorney - Trusts & Estates
Salary not disclosed

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

  • Prepare wills, annuities, trust documents, etc.
  • Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
  • Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
  • Assist clients with preserving their wealth and administering estates and trusts.
  • Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
  • Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
  • Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
  • Assist clients to plan, create and administer charitable giving and foundations.
  • Assist with the probate process and administration of estates for trustees and executors.
  • Effectively counsel clients in all aforementioned disciplines

Qualifications:

  • At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
  • J.D.
  • Licensed to practice law in NY State.
  • Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

  • Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
  • Providing a relocation package for those living outside of a commuting area to Long Island
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Associate Attorney - Trust and Estate Litigation
✦ New
Salary not disclosed
Irvine, CA 1 day ago

About the job

Who We Are

At The Estate Lawyers, we fiercely protect trustees from getting sued and beneficiaries from getting screwed. Based in Southern California and rapidly expanding, we are on a mission to become the largest and most respected trust and estate litigation law firm in the state.


We are a results-based team of litigation professionals known for our precision, power, and integrity among clients, judges, and referral partners alike. Our firm culture is collaborative, fast-paced, and supportive. If you're a strategic litigator looking for a firm where you can grow with intention, work with brilliant colleagues, and be recognized for your results we want to meet you.


About This Role

As a Litigation Associate Attorney, you will work under the direction of a partner to manage a high-value caseload of trust and estate disputes from initial filing through resolution. You will be expected to take ownership of your cases—drafting persuasive pleadings, managing discovery, writing strong motions, taking and defending depositions, and contributing to trial strategy. You’ll also lead support staff and mentor junior team members.


This is a hybrid role based out of our Irvine office.


Who This Role Is For:

This is for you if you:

  • Have 3–8 years of litigation experience, including discovery, depositions, law and motion, and trial prep.
  • Have at least 2 years of experience in trust and estate litigation and love the complexity of this field.
  • Are strategic in approach and skilled at identifying leverage points.
  • Are highly organized, proactive, and a strong communicator with clients, opposing counsel, and the court.
  • Want to be part of a smart, driven, humble team that values accountability, consistency, and creative problem-solving.
  • Thrive in an entrepreneurial, fast-growing environment where innovation is encouraged.


Who This Role Is Not For:

· You prefer a slower-paced environment and need frequent reminders to stay on top of tasks and deadlines.

· You find direct feedback challenging or are still developing your comfort level with open, constructive communication.


Why Join The Estate Lawyers?

We’re not your typical law firm. Here’s what sets us apart:

  • Clear path to leadership – You’ll have mentorship, feedback, and the opportunity to grow toward partnership.
  • Compensation that rewards excellence – Competitive base salary + bonuses based on performance and impact.
  • Forward-thinking culture – We embrace technology, systems, and structure so our team can do their best work.
  • Amazing benefits – Unlimited PTO, 401(k) with safe harbor match, student loan repayment, full health/dental/vision, life insurance, and a flexible hybrid/remote setup.
  • Values-driven team – We live by our core values: Stay Hungry, Radical Candor, Radical Respect, Team Win/Client Win, and No Jerks Allowed.

At The Estate Lawyers, we don’t just practice law—we elevate it.


What You'll Need to Succeed

  • Active California Bar license in good standing
  • 3–8 years of litigation experience (including depositions, court appearances, and motion practice)
  • 2+ years of heavy experience in trust and estate litigation
  • Familiarity with the California Probate Code, Code of Civil Procedure, and Evidence Code
  • Proficiency with Microsoft Office Suite and time-entry software
  • High level of emotional intelligence and client-facing communication skills
  • Open to feedback, personal growth, and leveraging new technologies


Perks & Benefits

  • $150,000 - $250,000
  • Unlimited PTO
  • 401(k) with safe harbor matching
  • Medical, dental, and vision insurance
  • Health savings & FSA options
  • Life insurance
  • Paid parental leave
  • Paid professional development
  • Opportunities for internal growth and leadership
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Trusts & Estates Litigation Attorney: Oakland, CA
Salary not disclosed

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

  • Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
  • Conduct legal research and analysis, draft pleadings, motions, and briefs.
  • Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
  • Prepare for and attend court hearings, mediations, arbitrations, and trials.
  • Communicate effectively with clients, opposing counsel, and court personnel.
  • Develop and implement effective case strategies.
  • Collaborate with partners and other attorneys on complex matters.
  • Mentor junior attorneys and support staff as needed.
  • Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

  • Juris Doctor (J.D.) degree
  • Active membership in good standing with the California State Bar
  • Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
  • Strong understanding of the California Probate Code, related statutes, and case law
  • Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
  • Excellent analytical, research, and problem-solving skills
  • Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
  • Strong interpersonal skills and a client-focused approach
  • Experience with trial preparation and courtroom advocacy is highly preferred
  • A proven track record of successfully resolving complex litigation matters
  • Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

  • Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
  • Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
  • Comprehensive benefits package, including medical, dental, vision, and life insurance.
  • 401(k) plan
  • Generous paid time off and holidays.
  • Professionaldevelopment opportunities
  • A collegial and supportive work environment.
  • Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

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Trusts & Estates Associate Attorney
🏢 LHH
Salary not disclosed
Chicago, Illinois 2 days ago

A well-regarded, mid-size law firm with a single Chicago office is seeking a Trusts & Estates Associate to join a their private client and wealth planning practice.

Associates in this group work on a full suite of private client and wealth management matters often advising individuals, families, and closely held businesses on gift tax, estate planning, and succession planning.

This role offers a chance to embrace lead associate responsibilities in a proven practice group with a full-service firm that genuinely prioritizes work-life balance (reasonable billable hour requirement and true hybrid flexibility).

Compensation

  • $140,000 – 200,000 base salary, plus bonuses (DOE).

Details

  • Draft comprehensive estate plans for high-net-worth and middle-market clients.
  • Advise clients on generation skipping trusts, gift tax planning, SLATs, ILITs, and other sophisticated planning strategies.
  • Assist with trust and estate administration matters as part of ongoing client relationships.
  • 1700 Billable Requirement.
  • Hybrid (optional), "3 days in, 2 days out".

Requirements

  • 4+ years trusts & estates experience.
  • Illinois Bar Admission.
  • JD from accredited law school.

Benefits include Health, Dental, Vision, 401(k).

Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to . The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act, Los Angeles City Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance for Employers, San Francisco Fair Chance Ordinance.

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Trusts and Estates Legal Assistant
🏢 LHH
Salary not disclosed
Tampa Oaks, Florida 2 days ago

Now Hiring: Legal Assistant – Trusts & Estates

Are you an experienced Legal Assistant with a background in Trusts & Estates? Do you enjoy providing high‐level support to attorneys and working with sophisticated clientele? If so, this opportunity may be a great fit for you. We're partnering with a respected organization seeking a detail‐driven Legal Assistant to join its Trusts & Estates team. This role supports attorneys who work closely with high‐net‐worth clients, so strong communication skills and a polished, client‐focused approach are essential.

What You'll Do

  • Proactively manage attorneys' schedules, anticipating needs in advance
  • Draft, edit, and proofread documents with a high level of accuracy
  • Maintain calendars, schedule meetings, and coordinate travel logistics
  • Process reimbursements, expense reports, and check requests
  • Enter, review, and finalize attorney time entries in the timekeeping system
  • Manage monthly billing, including reviewing prebills and narrative edits
  • Open new matters, run conflict checks, and maintain organized files
  • Handle file maintenance, organization, and off‐site storage preparation
  • Maintain strict confidentiality of all client and internal information

What We're Looking For

  • 3+ years of Trusts & Estates experience preferred, or 3+ years as an Executive Assistant/Secretary in a professional office
  • Strong skills in Microsoft Word, Excel, Outlook, and PowerPoint
  • Experience with document management and time entry systems (a plus)
  • Excellent grammar, spelling, and communication abilities
  • Highly organized with strong attention to detail
  • Ability to adapt to changing priorities and manage multiple tasks
  • Client‐focused mindset
  • Billing experience (including electronic billing) preferred
  • BA/BS preferred, but not required

Benefits & Additional Details

  • Medical & Dental insurance
  • Group Life & Long‐Term Disability
  • 401(k)
  • 17 days PTO

Compensation: $55,000 – $75,000

Not Specified
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Trust & Estates Legal Assistant
Salary not disclosed

McCarter & English, LLP is seeking a Legal Assistant for our Trusts and Estates Practice Group in our Boston, MA office. The salary range for this position is $63,000 – $90,000 annually, depending on experience. Candidates who receive an offer of employment will be processed through a background check which will be an individualized assessment based on the applicant's or employee's specific record and the duties and requirements of the specific job. If you have relevant experience, we would like you to consider joining our team. Please send your resume and cover letter to Christine Lydon, Chief Human Resources Officer, at

Job responsibilities include performing responsible and confidential legal assistant work and routine administrative duties for attorneys.

  • Must be a team player, organized and able to multi-task in an extremely fast paced environment
  • Attend client meetings with attorneys (both on and off site) to witness client documents
  • Transcribe legal correspondence, letters, and confidential memorandum
  • Type a variety of legal documents from rough and oral drafts
  • Answer telephone calls, transfer calls to the appropriate staff and take messages when necessary
  • Prepare, maintain and confirm daily work calendars, and schedule meetings
  • Assist with travel arrangements, internal correspondence, reimbursements for attorneys and paralegals
  • Read, sort and ensure incoming mail is timely delivered; ensure outgoing mail is processed
  • Process bills; proofs billing sheets.
  • Review and and edit bills
  • Maintain confidential and administrative files

Related Duties

  • Assist other Attorneys and Legal Assistants within the Group and Office
  • Proactively manage contacts in Outlook and Interaction

Minimum Qualifications

Training and Experience

  • Three to five years of legal assistance experience. Must type a minimum of 70 words per minute.

Knowledge, Abilities and Skill

  • Comprehensive knowledge of modern legal office practices and procedures
  • Considerable knowledge of legal document preparation, legal terminology and court procedures
  • Comprehensive knowledge of MS Word, MS Outlook, Excel, redline comparisons, BigHand (digital dictation)
  • Considerable knowledge of effective proofreading
  • Excellent oral and written communication skills

Benefits (if FTE requirements met):

  • Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits.
  • Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution.
  • Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage.
  • Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions.
  • Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)

Additional Benefits:

  • Free and confidential employee assistance program (EAP) and behavioral health services program
  • Firm-paid back-up child/elder care, academic support and pet care program
  • Tax-advantaged college savings 529 Plan
  • Employee discounts through Working Advantage

Other Compensation:

  • Eligibility for discretionary bonus.

McCarter & English, LLP is an Equal Opportunity Employer.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Not Specified
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Trusts & Estates Associate
Salary not disclosed
Chicago, IL 2 days ago

Litigation Associate – Trusts & Estates


Overview

A reputable Chicago law firm is seeking a Litigation Associate to join its growing team. This position is ideal for attorneys from first‑year through approximately five years of experience who are interested in developing a specialty in trust, estate, and fiduciary litigation.

Prior trusts or estates experience is not required, only strong litigation skills and a willingness to learn. The role offers hands‑on work, substantive responsibility, and exceptional mentorship.


Key Responsibilities

  • Draft pleadings, motions, memoranda, and other litigation documents
  • Assist with discovery, including drafting written discovery, reviewing document productions, and preparing for depositions
  • Conduct legal research to support case strategy and filings
  • Participate in negotiations and settlement discussions
  • Support senior attorneys across all phases of litigation
  • Prepare for and attend court hearings
  • Communicate with clients and help drive effective case outcomes
  • Maintain organized and accurate case files and documentation


Qualifications

  • Juris Doctor (JD) and active Illinois bar license
  • Litigation experience (law firm experience preferred, but strong litigation internships/clinics will be considered for junior candidates)
  • Strong writing, analytical, and research skills
  • Familiarity with the Illinois Code of Civil Procedure is a plus
  • Ability to work independently and as part of a collaborative team
  • Interest in developing expertise in trusts, estates, and fiduciary litigation
  • Experience drafting motions and pleadings is helpful, but not required for junior candidates


What This Opportunity Offers

  • Excellent mentorship from experienced litigators
  • Hybrid work option available for the right candidate
  • A litigation‑focused practice with challenging and intellectually interesting matters
  • Supportive work culture and emphasis on work–life balance
  • Professional, well‑situated office environment
  • Opportunities to build litigation skills and grow within the practice


If you’re a motivated attorney looking to develop strong litigation experience—and potentially build a niche practice—we encourage you to apply.

Not Specified
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Wills/Estates Probate/Trust Associate Attorney
✦ New
Salary not disclosed
Coon Rapids, MN 1 day ago


Role Description

Mid-sized, 30+ attorney law firm in the north metro is seeking a full-time Wills/Estates & Probate/Trust Associate Attorney to join our existing team. The attorney will focus on providing legal counsel in estate planning, probate, and trust matters for a variety of clients. Responsibilities will include collaborating with clients to draft estate plans, providing legal advice, administering estates and trusts, and representing clients in related legal proceedings. This role requires dedication to excellent client service and the ability to work in an on-site, team-oriented professional environment.

 

Qualifications

  • Knowledge and experience in Estate Planning, and Probate & Trust Administration preferred
  • Strong legal advice and consultation skills, with ability to deliver guidance
  • Proficiency in research and ability to interpret complex legal principles effectively
  • Strong communication skills
  • Licensed to practice law in the state of Minnesota
  • Primarily in-office position with schedule flexibility
  • Detail-oriented approach with excellent organizational skills
  • 2+ years of experience in Wills, Probate, and Estate Planning is preferred


Salary:

$100,000-$130,000


Benefits:

  • 401(k)
  • Dental insurance
  • Flexible spending account
  • Free parking
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid sick time
  • Paid time off
  • Parental leave
  • Profit sharing
  • Vision insurance



Not Specified
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Trust & Estate Attorney (Elder Law Attorney)
✦ New
Salary not disclosed
Montville, NJ 1 day ago

Trust & Estate Attorney (Elder Law Attorney) – Hybrid

Job Type: Full-Time

Schedule: Monday to Friday

Salary: $80,000-100,000 per year (commensurate with experience)

Location: 150 River Road, Building O, Suite 2B Montville, New Jersey 07045

Work Arrangement: Hybrid


About the Firm


For more than 30 years, Muchnik Elder Law P.C., together with its predecessor firms, has specialized in Elder Law, Estate Planning, Medicaid Planning, Probate, Guardianship, and Trust & Estate Administration. We proudly serve families throughout New York and New Jersey with compassionate, personalized, and highly skilled legal representation.


Our firm is dedicated to helping clients protect their assets, plan for long-term care, provide for future family generations, and navigate complex legal matters with dignity and clarity. We value professionalism, client-centered service, and a collaborative team environment.


What We Are Looking For


We are seeking a New Jersey Barred Attorney with a minimum of two (2) years of experience practicing law (preference given to candidates with backgrounds in Trust & Estates and/or Elder Law).


The ideal candidate is service-oriented, detail-driven, and comfortable handling client matters from intake through completion. This is an excellent opportunity for an attorney seeking meaningful client interaction, professional growth, and work-life balance within a supportive team.


Qualifications


  • Active member in good standing of the New Jersey Bar (required)
  • Minimum 2 years of Trust & Estates experience as a practicing attorney
  • Experience in Elder Law, Medicaid planning, estate planning, or estate administration preferred
  • Strong drafting and legal writing skills
  • Experience with Surrogate’s Court or Probate Court proceedings
  • Familiarity with fiduciary accounting and estate tax concepts is a plus
  • Excellent verbal and written communication skills
  • Strong organizational and time-management abilities
  • Client-service oriented with the ability to assess client needs effectively
  • Self-motivated with strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and legal research platforms (Westlaw, Lexis, or similar)
  • Reliable transportation for occasional court appearances or filings
  • Admission to the New York Bar is a plus but not required.


Responsibilities Include


  • Drafting and reviewing estate planning documents (Wills, Trusts, Powers of Attorney, Advance Directives)
  • Advising clients on asset protection and Medicaid planning strategies
  • Managing estate administration matters from inception through closing
  • Preparing and filing probate and administration pleadings
  • Representing clients in uncontested and contested probate matters
  • Handling guardianship applications and related court proceedings
  • Communicating with clients, financial institutions, courts, and government agencies
  • Assisting with Medicaid applications and long-term care planning
  • Court appearances as required
  • Maintaining accurate billing records and case documentation
  • Participating in community outreach, educational seminars, and business development initiatives


Compensation Package Includes


  • Salary range: $80,000-100,000 per year, based on experience
  • Annual performance evaluation and salary review
  • Retirement plan with employer contribution
  • Generous Paid Time Off
  • CLE reimbursement and bar registration fees
  • Professional development opportunities
  • Convenient free parking, and reimbursement of business mileage and expense related to client matters
  • Hybrid work flexibility (remote work up to three days per week after introductory period)
  • Supportive, collegial team environment with opportunity for growth and advancement
Not Specified
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Associate Life Solutions Specialist - Tampa
🏢 Usaa
Salary not disclosed
Tampa, Florida 5 days ago
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position.

What you'll do:

* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required

What sets you apart:

* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $45,470 - $76,730.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
permanent
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Mid-Level Life Solutions Specialist - San Antonio/ Colorado Springs
Salary not disclosed
Colorado Springs 5 days ago
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity
The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.
* Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.
* Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.
* Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's
* products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
* Serves as a resource to less experienced team members on escalated issues of a routine nature.
* Guides and influences less experienced team members.

Work Hours:

* Monday - Friday / 7:30am - 7:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

* High School diploma or GED
* Required maintenance of Life/Health license
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* 2 years of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in or leading teams
* Successful completion of a job-related assessment may be required

What sets you apart:

* 4+ years experience working in Sales with life insurance
* 1+ years experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $62,470.00 - $108,680.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Not Specified
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Associate Life Solutions Specialist - San Antonio/ Colorado Springs
🏢 USAA Careers
Salary not disclosed
Colorado Springs 5 days ago
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position.

What you'll do:

* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required

What sets you apart:

* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $45,470.00 - $79,110.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Not Specified
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Associate Life Solutions Specialist - Plano
🏢 USAA Careers
Salary not disclosed
Plano, Texas 3 days ago
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

* Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
* Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
* Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
* Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
* Monitors legislative initiatives that may impact economy, society, and personal financial situation.
* Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
* May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

* Monday - Friday / 7:30am - 8:00pm (Central)
* An 8 hour shift will fall within these hours
* This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

* High School diploma or GED
* Required maintenance of Life/Health license and/or acquisition within 90 days
* Required annual completion of AHIP and Broker/Carrier appointments when applicable.
* Up to 1 year of financial industry and/or life sales experience
* Experience delivering frequent written and oral communication
* Experience acquiring and applying new concepts and information
* Experience processing and analyzing information
* Experience fulfilling requests and meeting deadlines
* Experience resolving conflict and negotiating
* Experience multi-tasking in an operating systems environment
* Experience participating in a team environment
* Successful completion of a job-related assessment may be required

What sets you apart:

* Active Group 1 Life and Health license
* 1+ yrs experience working in Sales with life insurance or financial services products
* 1+ yrs experience working in a call center environment
* CLU® - Chartered Life Underwriter or comparable designation
* US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
permanent
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Life Insurance Advisor - Tampa (TAMPA)
🏢 Usaa
Salary not disclosed
Tampa, FL 5 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs experience working in a call center environment 
  • CLU® - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $45,470 - $76,730.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Associate Life Solutions Specialist - Tampa (TAMPA)
🏢 Usaa
Salary not disclosed
Tampa, FL 5 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Tampa, FL. (Crosstown) Campus. Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
  • Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
  • Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.
  • Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

  • Monday – Friday / 7:30am – 8:00pm (Central)
  • An 8 hour shift will fall within these hours
  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED
  • Required maintenance of Life/Health license and/or acquisition within 90 days
  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.
  • Up to 1 year of financial industry and/or life sales experience
  • Experience delivering frequent written and oral communication
  • Experience acquiring and applying new concepts and information
  • Experience processing and analyzing information
  • Experience fulfilling requests and meeting deadlines
  • Experience resolving conflict and negotiating
  • Experience multi-tasking in an operating systems environment
  • Experience participating in a team environment
  • Successful completion of a job-related assessment may be required

What sets you apart:

  • Active Group 1 Life and Health license
  • 1+ yrs experience working in Sales with life insurance or financial services products
  • 1+ yrs experience working in a call center environment 
  • CLU® - Chartered Life Underwriter or comparable designation
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $45,470 - $76,730.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified
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Intermediate Life Solutions Specialist - San Antonio/ Colorado Springs - Flexible Work Environment (COLORADO SPRINGS)
🏢 Usaa
Salary not disclosed

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus . Relocation assistance is not available for this position.

What you'll do:

  • Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items.

  • Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information.

  • Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals.

  • Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products.

  • Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department.

  • Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s).

  • Monitors legislative initiatives that may impact economy, society, and personal financial situation.

  • Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's

  • products and services.

  • May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

  • Serves as a resource to less experienced team members on escalated issues of a routine nature.

  • Guides and influences less experienced team members.

Work Hours:

  • Monday – Friday / 7:30am – 7:00pm (Central)

  • An 8 hour shift will fall within these hours

  • This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

  • High School diploma or GED

  • Required maintenance of Life/Health license

  • Required annual completion of AHIP and Broker/Carrier appointments when applicable.

  • 1 year of financial industry and/or life sales experience

  • Experience delivering frequent written and oral communication

  • Experience acquiring and applying new concepts and information

  • Experience processing and analyzing information

  • Experience fulfilling requests and meeting deadlines

  • Experience resolving conflict and negotiating

  • Experience multi-tasking in an operating systems environment

  • Experience participating in or leading teams

  • Successful completion of a job-related assessment may be required

What sets you apart:

  • 2+ years experience working in Sales with life insurance

  • 1+ years experience working in a call center environment

  • CLU® - Chartered Life Underwriter or comparable designation

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,340.00 - $84,110.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
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