Scottsdale, Arizona, United States · On-site
$75k–$85k/yr
About Trajan Estate Trajan® Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on provi…
Skills: Trust Drafting, Will Drafting, Power Of Attorney Drafting, Deed Drafting, LLC Formation
Scottsdale, Arizona, United States · On-site
$25/hr–$30/hr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully int…
Skills: Administrative Support, Document Management, Calendar Management, Billing Processing, Client Communication
Scottsdale, Arizona, United States · On-site
$125k–$150k/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integra…
Skills: Annuity Strategy, Retirement Income Planning, Case Design, Financial Planning, Advisor Engagement
Scottsdale, Arizona, United States · On-site
$130k–$150k/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully int…
Skills: Call Center Management, Inside Sales, CRM Implementation, Team Leadership, Performance Tracking
Scottsdale, Arizona, United States · On-site
About Trajan Wealth Trajan® Wealth, with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is thrilled to announce that we're seeking a Director of Human Resources. At Trajan Wealt…
Skills: Strategic HR Leadership, Employee Relations, Performance Management, Talent Development, Total Rewards Strategy
Los Angeles County, California, United States · On-site
$100k–$300k/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integra…
Skills: Financial Planning, Investment Management, Public Speaking, Client Relationship Management, Retirement Income Strategies
Houston, Texas, United States · On-site
$100k–$300k/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integra…
Skills: Financial Planning, Investment Management, Public Speaking, Client Relationship Management, Retirement Income Strategies
Chandler, Arizona, United States · On-site
$100k–$300k/yr
About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integra…
Skills: Financial Planning, Investment Management, Public Speaking, Client Relationship Management, Retirement Income Strategies
Scottsdale, Arizona, United States • On-site
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Draft estate and business planning documents including trusts, wills, and LLCs for new clients. Handle administrative duties and meet directly with clients to finalize legal documentation.
Requires at least 3 years of estate paralegal experience and proficiency in Microsoft Office. A bachelor's degree or paralegal certificate is preferred.
About Trajan Estate
Trajan® Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their estate planning. We work closely in office with our sister companies, Trajan® Wealth and Trajan® Tax, under a Family Office model, providing a solution where our clients can address all their legal, financial, and tax planning needs under one roof.
Role Overview
We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds, LLC's, and other estate and business planning documents, primarily for new clients. The ideal candidate will have an eye for detail, excellent typing, writing, editing & phone skills, and work well under pressure. Client interaction skills are a must. We are looking for candidates with a strong commitment to providing an exceptional legal product and client experience, and excited to be part of a rapidly growing, evolving, and innovative law firm.
Duties and responsibilities
Qualifications
Working conditions
This is an in-office (not remote) position. Requires sitting, typing and working on a computer for long periods of time in an open office environment (cubicle).
Benefits
Come and join a team that is making a difference in their clients and employee's lives!
Independent fiduciaries are dedicated to peace of mind through financial education. Visit us at TrajanWealth.com
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.
Offices: 18700 N Hayden Rd, Suite 470, Scottsdale, AZ 85255, US
Independent fiduciaries are dedicated to peace of mind through financial education. Visit us at TrajanWealth.com
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.
Offices: 18700 N Hayden Rd, Suite 470, Scottsdale, AZ 85255, US
