Telecommute Estate Reporting Specialist
Location: San Angelo
Posted on: November 21, 2022
A software development company is filling a position for a
Telecommute Estate Reporting Specialist.
Core Responsibilities of this position include:
Reviewing Estate Reports and underlying documents to confirm an
accurate visual representation of a client's estate plan
Quickly identifying and distinguishing fiduciaries, trust
structures, and key provisions/features of estate planning
Distilling financial information to map the flow of assets upon
Paralegal certificate, CTFA, or JD
Minimum of 3 years experience in the T&E industry
Experience drafting, reviewing, and diagramming advanced estate
Keywords: VirtualVocations, San Angelo , Telecommute Estate Reporting Specialist, Other , San Angelo, Texas
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