Fort Worth, Texas, United States · On-site
$26/hr–$37/hr
Job Summary: We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage…
Skills: Estate Planning, Case Management, Legal Drafting, Trust Funding, Client Communication
Fort Worth, Texas, United States · On-site
$75k–$100k
Job Summary The Wealth Technology Specialist serves as the operational backbone of our technology ecosystem. This individual will support advisors and staff, administer key systems, improve workflows, maintain data integ…
Skills: CRM Administration, Workflow Optimization, Data Integrity, Microsoft 365, Microsoft Excel
Fort Worth, Texas, United States · On-site
$95k–$105k/yr
Job description: We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for…
Skills: Financial Planning, Investment Management, Wealth Management, Client Relationship Management, Retirement Planning
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The paralegal will draft estate planning documents and coordinate workflows to ensure the smooth execution of wills and trusts. They are also responsible for managing client communications, gathering financial information, and assisting with asset transfer documentation.
Candidates should have over 3 years of paralegal experience, preferably in estate planning, probate, or elder law. A paralegal certificate and proficiency in Microsoft Office and case management systems are preferred.
We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process.
The ideal candidate is organized, proactive, client-service-oriented, and comfortable working in a fast-paced professional environment.
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Position Details
Location: Fort Worth, TX
Office Hours: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $26 to $37 per hour plus performance bonus
Dress Code: Business Professional
Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documents
Coordinate estate planning workflows and maintain case management systems
Gather and organize client financial and personal information
Communicate with clients regarding document collection, signatures, and follow-up items
Schedule meetings and coordinate execution/signing appointments
Assist with trust funding and asset transfer documentation
Maintain accurate and confidential client records
Work collaboratively with financial advisors, attorneys, and administrative staff
Track deadlines and ensure timely completion of client matters
Provide administrative and operational support for the estate planning department
3+ years of paralegal experience, preferably in estate planning, probate, or elder law
Paralegal certificate or equivalent legal experience preferred
Strong understanding of estate planning terminology and documentation
Excellent written and verbal communication skills
Strong organizational skills with high attention to detail
Ability to manage multiple projects and deadlines
Proficiency with Microsoft Office and document management software
Experience working in a law firm, financial advisory firm, or wealth management environment preferred
Experience with trust funding and asset titling
Familiarity with CRM and case management systems
Must be willing to work full-time or part-time, as required
Professional and compassionate client communication style
Ability to work independently and as part of a team
At Strittmatter, YOU matter.
Located in the heart of Fort Worth, Texas, we are an independent financial planning and investment management firm specializing in high-net-worth clients and business owners. We look forward to welcoming you to our family. Our goal is to create life long and multi-generational relationships by providing the best client experience in the industry. We do this by focusing on continual comprehensive planning that covers all areas of our clients’ lives and by providing unbiased and sophisticated advice.
Offices: 3343 Locke Ave, Ste. 107, Fort Worth, Texas 76107, US
At Strittmatter, YOU matter.
Located in the heart of Fort Worth, Texas, we are an independent financial planning and investment management firm specializing in high-net-worth clients and business owners. We look forward to welcoming you to our family. Our goal is to create life long and multi-generational relationships by providing the best client experience in the industry. We do this by focusing on continual comprehensive planning that covers all areas of our clients’ lives and by providing unbiased and sophisticated advice.
Offices: 3343 Locke Ave, Ste. 107, Fort Worth, Texas 76107, US
