Northwestern Mutual
Builtin · Indexed 2026-08-26
High Net Worth Planning Paralegal
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Indexed description
Northwestern Mutual High Net Worth Planning Paralegal Reposted YesterdaySaved Hybrid Milwaukee, WI, USA 81K-122K Annually Senior level 81K-122K Annually Senior levelFintech • Insurance • Financial ServicesProvide paralegal support for estate, business, and charitable planning: review and summarize documents, create flowcharts and PowerPoints, maintain electronic case files, coordinate with attorneys/CPAs/advisors, schedule meetings, perform light legal research, and manage timelines and client communications.Top Skills: CRMExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordWealth Planning Software
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