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Job Title
Estate Planning Associate
Company
Ruprecht Hart Weeks & Ricciardulli, LLP
Job Description
Are you a driven, detail-oriented go-getter with 1-2 years of estate planning experience? Can you navigate new software systems like a pro, follow office procedures with ease, and thrive in a team environment? If so, we want to meet you!
We’re a small, dynamic firm that values grit, intelligence, humor, and resourcefulness. We’re looking for someone who not only knows their way around estate planning but also loves connecting with clients and building strong relationships with referral sources. Our ideal associate is organized, adaptable, and has the interpersonal skills to make everyone feel comfortable and confident in their estate planning journey.
If you’ve got a good sense of humor, enjoy collaborating with others, and can bring a positive attitude to the table, you’ll fit right in with our tight-knit team. We work hard, but we also know how to have fun, and we believe great work comes from great relationships—both with each other and our clients.
This is an in-office position, so you’ll be right in the mix, growing, learning, and making a real impact on our clients and the community. Ready to bring your skills and personality to the table? We’d love to hear from you!
Requirements:
1-2 years of estate planning experience
Ability to learn new software and processes quickly
Strong interpersonal skills with clients and referral sources
A sense of humor and a positive attitude
Team player who’s organized, adaptable, and driven
Knowledge of Microsoft and Google suite of products
Familiarity with WealthCounsel a bonus!
This is an in-office position located in Sudbury, MA.
Last verified - 1 day(s) 9 hour(s) ago [What does Last Verified mean?]
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Location
Sudbury, MA
Company Profile
We are a close-knit team of dedicated professionals who are passionate about serving our clients. Our focus is on estate planning, helping individuals and families stay out of court and avoid conflict. We believe in building long-term relationships with our clients, not just transactional ones. Fun, spunky, and sassy, we combine our caring nature with a client-centric approach to ensure that every individual feels valued and supported throughout the entire process.
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