The Stanley-Laman Group (SLG) is a financial advisory firm that exclusively serves the ultra-high net worth market.

The ideal candidate will join SLG's talented estate planning team comprised of insurance professionals, financial advisors and tax attorneys.

Our firm is looking for a dynamic individual that will assume the following responsibilities:

· Assist with the management and ongoing administration of existing life insurance policies

· Provide support for prospect clients

· Support legal team with estate administration

· Meticulous record keeping and legal contract coordination

· Facilitate marketing initiatives, including mass emails and social media posting

· Maintain and update databases and tracking systems for marketing efficiency

SLG's marketing process, support, products, client referral base and team approach are designed to facilitate success and longevity at the top of the market.

DESIRED ATTRIBUTES

· Highly organized and detail oriented

· Some experience in life insurance and estate administration desired

· Ability to communicate effectively both internally and externally

· A self-starter who works well with teams

· Phone skills required

*Health benefits paid fully my employer

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Associate (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person