Summary:

Priority Financial Group (PFG), a financial services firm, is looking for an experienced, professional, dynamic, energetic, and positive-minded individual to join our growing and expanding Wills & Trusts Team (Document Preparation Services through the Arizona Supreme Court) as a Client Service Representative.

Responsibilities

• Estate planning education consultations. These consultations may take place in-person, over the phone, or via virtual meeting software (GoToMeeting, Teams or Zoom) depending on client preference.
• Client information gathering meetings to collect all the specifics of their unique estate plan, may take place in-person, over the phone, or via virtual meeting software (GoToMeeting, Teams or Zoom) depending on client preference.
• Review document drafts with clients. These reviews may take place virtually, over the phone, or in-person depending on client preference.
• Final document execution and signing. These will take place in-person.
• Administrative tasks: collecting payments, signing disclosures and questionnaires (in person and electronically).
• Entering and maintaining company information (i.e. CRM, lead & sales tracking, estate plan case status, etc.)
• Scheduling client meetings and efficient calendar management.
• Handling of confidential client and company information.
• Notary public services. (Willing to obtain, if not already commissioned)

Requirements

• Completion of associate degree at minimum.
• 2 years of experience in Financial Services or Estate Planning industry.
• Certified Legal Document Preparer (CLDP) Certification (preferred)
• Excellent documentation and communication skills.
• Work well independently and as part of a team.
• Willing to travel within the Phoenix Metropolitan area (75% travel).
• Proficiency in Excel, Word, PowerPoint and Outlook required.

Preferred Skills

• Positive internal/external customer service and teamwork attitude.
• Excellent verbal and written communication skills.
• Strong attention to detail and problem-solving skills.
• Solid time management skills and ability to meet deadlines.
• Previous experience with CRM systems preferred.
• Public speaking.