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Job Summary:We are seeking an experienced and detail-oriented Legal Assistant 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.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in 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 DetailsLocation: Fort Worth, TXOffice Hours: Part-time Monday-Friday between 8am to 5pmCompensation: $26 to $37 per hour plus performance bonusDress Code: Business ProfessionalJob ResponsibilitiesDraft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documentsCoordinate estate planning workflows and maintain case management systemsGather and organize client financial and personal informationCommunicate with clients regarding document collection, signatures, and follow-up itemsSchedule meetings and coordinate execution/signing appointmentsAssist with trust funding and asset transfer documentationMaintain accurate and confidential client recordsWork collaboratively with financial advisors, attorneys, and administrative staffTrack deadlines and ensure timely completion of client mattersProvide administrative and operational support for the estate planning departmentPosition Requirements3+ years of experience as legal assistant or paralegal, preferably in estate planning, probate, or elder lawParalegal certificate or equivalent legal experience preferredStrong understanding of estate planning terminology and documentationExcellent written and verbal communication skillsStrong organizational skills with high attention to detailAbility to manage multiple projects and deadlinesProficiency with Microsoft Office and document management softwareExperience working in a law firm, financial advisory firm, or wealth management environment preferredExperience with trust funding and asset titlingFamiliarity with CRM and case management systemsMust be willing to work full-time or part-time, as requiredProfessional and compassionate client communication styleAbility to work independently and as part of a teamWhy StrittmatterLong term career-focused company with growth opportunitiesCompetitive compensation with performance-based bonuses.A professional, collaborative, and growth-oriented work environment.
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