Estate Paraplanner & Life Insurance Administrator

Mahoney & Associates

Springfield, MA, USA

Published: 6/14/2022

Full Time

Job Description

We’re growing — and looking for someone who’s excited to grow with us.

Our practice focuses on estate planning and executive benefits, blending analytics with hands-on client support. We need a sharp, detail-oriented professional who enjoys working with numbers, thrives in Excel, and wants to develop into an advanced estate planning consultant.

What you’ll do:

Support estate analytics using our established tools and models.
Review wills, trusts, and ownership structures to integrate into planning deliverables.
Manage individual life insurance administration (policy service, beneficiary updates, premium tracking, performance reviews).
Work closely with senior team members and client advisors on meaningful planning work.

What we’re looking for:

3–5 years of experience in financial services, insurance, law or consulting.
A working knowledge of permanent life insurance and estate planning basics.
Strong quantitative skills and Excel mastery.
Excellent communication — written and verbal.
Integrity, curiosity, and real attention to detail.

Bonus points if you have:

An advanced degree (JD, CPA, MBA).
Life & Health License (215).
Series 6 or 7.

Why join us?
You’ll be part of a growing firm where your contributions matter. We’ll provide mentorship and a clear growth path into advanced case design, estate planning consulting, and client relationship management. This is a role for someone who wants to learn the business from the inside out and build a long-term career.

Company DescriptionMahoney&Associates in a 60+ year old benefits and compensation consulting firm providing concierge-level services to both our corporate clients and the critical talent that make their successes possible. We support our national clientele via three offices: Springfield, MA, New York, NY and Fort Lauderdale, FL.

Company Description

Mahoney&Associates in a 60+ year old benefits and compensation consulting firm providing concierge-level services to both our corporate clients and the critical talent that make their successes possible. We support our national clientele via three offices: Springfield, MA, New York, NY and Fort Lauderdale, FL.