Legal Intern

Company Description

MONETAis a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providingquality service to our clients,encompassinginvestment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like thehigh value we place on our client relationships, Monetavalues our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

As a legal intern, you will work with the client team to conduct legal research projects, review and summarize relevant estate and business documents, shadow client and advisor meetings, and review gift and estate tax returns.  In addition, you will draft client facing and internal training materials on estate planning techniques. 

Applicants should have strong verbal and written communication skills with an interest in estate planning. The successful applicant will enjoy working in a dynamic, fast-paced environment. Your internship will be filled with opportunities for professional development, mentorship, and the chance to apply coursework to real-world experiences.  The exposure and education to estate planning provided by this internship will be advantageous to you as you develop your career.

Essential Responsibilities

• Conduct basic legal research
• Review and make recommendations related to clients’ legal documents
• Participate in day-to-day operations of the team
• Shadow client and advisor meetings
• Special projects as required by current needs of the team
  
  

Qualifications

• L2 law student or enrollment in a law school program (J.D., joint JD/MBA Degree) preferred
• Proficient in Microsoft Office Applications
  
  

Additional Information

Moneta is a fiduciary fee-onlyRegistered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.