Job Summary
The Legal Assistant supports the Estate Planning Review Department by coordinating workflow, organizing and reviewing estate planning documents, and preparing summaries for attorney and reviewer evaluation. This position serves as a key point of contact for internal client teams regarding Estate Planning Review requests and maintains departmental resources and procedures.
Essential Responsibilities
- Maintain and organize the department's Help Desk triage spreadsheet and related tracking tools, and review submitted requests for completeness and accuracy.
- Monitor request deadlines and follow-up activity to ensure requests are routed appropriately and remain on schedule.
- Review and organize wills, trusts, and other estate planning documents, extracting and summarizing information from complex legal and financial materials.
- Track key provisions, dates, and document requirements, and identify inconsistencies, missing information, or items requiring further review.
- Draft and proofread estate plan summaries, ensuring accuracy, completeness, and proper formatting.
- Prepare materials for attorney and reviewer evaluation.
- Serve as a primary point of contact for internal client teams on Estate Planning Review requests, including intake activities and timely follow-up and status updates.
- Assist in training internal team members on departmental submission procedures and requirements.
- Coordinate and prepare materials for department meetings.
- Handle incoming mail and department correspondence, and maintain the department's form and template library.
- Support general departmental administrative activities as needed.
Qualifications
- Bachelor's degree preferred, but not required
- Minimum 2 years of work experience; prior legal, administrative, client service, or document-review experience preferred
- Demonstrated experience reading, interpreting, and cross-referencing complex legal or financial documents, and proofreading to identify inconsistencies across documents
- Proficient in Microsoft Office applications
- Must be authorized to work in the United States
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 well-being 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 is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.
Skills Required
- Minimum 2 years of work experience
- Experience reading, interpreting, and cross-referencing complex legal or financial documents
- Proofreading experience identifying inconsistencies across documents
- Proficiency in Microsoft Office applications
- Authorization to work in the United States
- Bachelor's degree
What We Do
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer. At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise. At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.
