Why you should consider a career at Sheppard Law Firm:
The Sheppard Law Firm has been a Southwest Florida institution since 1924. In our nearly 100-year existence we have fostered a family atmosphere conducive to a friendly working environment. Many of our team members have been with us for more than a decade, and some for several decades. Nearly everyone on our team has direct contact with our clients, related professionals such as CPAs, financial advisors, and others, so excellent written and verbal communication skills are vital.
We value individuals who are alert, curious, responsive, and resourceful. The ability to be a team player, and to help each other out is paramount. It is far easier to keep clients happy by being proactive rather than reactive. Therefore, we value individuals who take ownership over their work rather than waiting for the next direction. To that end, our firm implements more technology than many others, so we’re looking for those that are comfortable operating software programs.
Our team members have busy days, but we have fun in the process. After a qualifying period of employment, compensation packages include health insurance benefits and a 401(k) match. It is not uncommon for us to reward our team with generous end-of-year bonuses. We support continuing education not only for our attorneys, but for staff. We want our individuals to continually improve, and if there is a related program or certification that a team member would like to gain, we’re open to funding it.
Current Opportunities:
Our office continues to grow, both in the number of clients that we serve and the sophistication of their files. If you’re looking for a home to showcase your skills and grow them, please apply by sending your resume using the form on this page.
We thank all candidates for their interest, however, only short-listed candidates will be contacted.
Asset Alignment Coordinator
Sheppard Law Firm is a boutique law firm. We are professional, fast-paced, autonomous and our goal is to provide a unique client experience..
Our work environment includes:
Modern office setting
Are you proficient in handling asset transfers, preparing deeds, and beneficiary designation forms? Our estate planning firm is in search of a talented individual to fill the role of Asset Alignment Coordinator. With direct client interaction and collaboration with professionals, your verbal and written communication skills will be key. An understanding of investment and brokerage accounts is highly desirable. Strong computer and typing skills are essential.
To begin the application process, please follow these instructions with precision:
1. Email us at hiring@sheppardlawfirm.com.
2. Use the subject line “I’m the right fit”.
3. In the email body, please provide a detailed paragraph explaining why you believe you are the ideal candidate for the Funding/Asset Alignment Coordinator position, touching upon your relevant skills, experience, and alignment with our firm’s values.
Candidates who adhere to these guidelines will be prioritized. We look forward to understanding how you can be a vital part of our family-friendly, professional environment.
Job Type: Full-time
Pay: $36,400.00 – $46,800.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Supplemental pay types:
Bonus opportunities
People with a criminal record are encouraged to apply
Ability to commute/relocate:
Fort Myers, FL 33919: Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service: 5 years (Required)
Work Location: In person
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