Estate Planning & Trust Services Paralegal

Company Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

Join our dynamic team as a Paralegal within our Estate Planning and Trust Services Department at Moneta, a leading registered investment advisory firm headquartered in St. Louis, Missouri.

As an Estate Planning Paralegal, you will play a pivotal role in supporting our esteemed professionals. You'll be an integral part of the team responsible for assisting with estate planning review and support activities and ensuring meticulous execution of trusts and other estate planning documents for our valued clients.

At Moneta, you'll have the opportunity to work alongside industry professionals in a collaborative and supportive environment. We offer continuous learning and growth opportunities, competitive compensation, comprehensive benefits, and a culture that values innovation, integrity, and client-centricity.

If you're ready to kick-start your career in estate planning and trust services within the dynamic world of wealth management, we invite you to apply and be a part of our commitment to delivering exceptional estate planning and trust services to our valued clientele.

Essential Responsibilities

• Analyze and summarize clients' estate planning documents ranging from basic to complex plans

• Construct the initial interpretation and summary of clients' estate planning documents to improve team efficiency

• Manage and assign Help Desk Requests to optimize team productivity and meet deadlines

• Basic research of estate, gift, and inheritance tax matters as well as other estate planning related areas, such as property laws and asset protection

• Conduct preliminary research and create draft topical brochures to guide clients through difficult and challenging life events

• Provide support to the Senior Paralegal as needed

• Commits to ongoing education to remain current in estate planning matters

• Other duties and responsibilities as assigned

Qualifications

• Bachelor's degree

• Intermediate to advanced software skills (Microsoft Office Suite)

• Advanced proficiency with Adobe and Microsoft Word

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

• Paid holidays

• Paid time off (PTO)

• Employer cost-shared medical and dental insurance

• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance

• 401k Match - 50% of employee contributions up to 6% of compensation

• Discretionary annual profit-sharing bonus

• Paid parental leave

• Professional development reimbursement

• Paid volunteer time off (VTO)

• Employee referral incentive bonus program

• Onsite wellness programs & rewards

• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.