Paralegal

Company Description

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Summary

The Estate Planning Paralegal supports the firm's wealth advisory teams by analyzing and summarizing clients' estate planning documents to ensure alignment with their overall financial strategy. This role conducts research on estate, gift, and tax matters, coordinates internal workflow through the Help Desk system, and partners with the Senior Paralegal to deliver timely, high-quality support to advisors and clients.

Essential Responsibilities

• Analyze and summarize estate planning documents, from basic wills to complex trust structures
• Manage Help Desk request workflow, including assignment, deadline tracking, and data capture to optimize team productivity
• Conduct research on estate, gift, and inheritance tax matters, property laws, and asset protection strategies
• Provide support to the Senior Paralegal on projects and tasks as needed
• Other duties and responsibilities as assigned

Qualifications

• Bachelor’s degree, or equivalent experience
• 0-2 years relevant work experience
• Proficient in Microsoft Office applications
• Must be authorized to work in the United States

Additional Information

Status: Non-Exempt, Full-Time

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.