Whether you have investment, tax, probate and estate planning or fiduciary experience or have worked in private practice, Traverse Concierge is always looking for talent because our clients demand it.
No matter your position, we want those who have the following in their DNA:
Our people must be thought leaders in their respective areas of experience. However, having experience and being “smart” is not enough. Traverse Concierge serves our client’s highest priority needs, so we need team members who value service above self. In doing so, we want those who recognize that the well-being of our clients helps elevates the lives of others, their communities and hopefully the world.
Our clients innovate daily and so do we. We are not a traditional law firm, merely looking to run the proverbial meter on clients with the same solutions. We want to win, at whatever our client’s deem to be mission-critical. In doing so, we want to iterate our processes, improve our forms and refine our strategies so as to be able to deliver faster and more economically reasonable service.
We are transparent with each other and our clients, which mitigates against mistakes and misunderstandings. Our firm and our clients value timely, candid and understandable communication. We aren’t interested in those with the “gift of gab.” Instead, we want those who excel at explaining complex legalese or synthesizing information in order to address ever-changing technologies.