Estate Planning Consultant jobs in Colchester, VT

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

E
Maintenance III
  • Evergreen Real Estate Group
  • Williston, VT FULL_TIME
  • Evergreen Real Estate Group is seeking a (multi-site) Maintenance III at Eagle Crest & Falcon Manor in Williston, VT & Hawks Nest in Saint Albans, VT!

    Summary:

    This position is primarily responsible for assisting the Property Manager in maintaining the physical integrity of the community at all times. This involves ensuring a safe and secure living environment for residents, visitors and staff. This position is also responsible for assisting the Property Manager and/or Maintenance Supervisor to anticipate, identify and correct any and all problems involving the property and to help implement procedures that will prevent such problems by performing the following duties.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    Core duties and responsibilities include the following. Other duties may be assigned.

    Conducts all business in accordance with company policies and procedures, state and federal laws; eg, OSHA, ADA, Fair Housing, etc.

    Performs maintenance and repair tasks personally or may be required to delegate to other maintenance and/or janitorial staff.

    Manages the work order system for handling resident service requests. Corrects situations within 24 hours when possible.

    Ensures that all make-ready repairs and services are completed correctly and on schedule.

    Assists management in scheduling maintenance personnel so that maintenance is available for emergency purposes, 24 hours a day, seven days a week.

    Trouble-shoots maintenance problems and make recommendations for correction.

    Assists in the collection of bids and procurement of outside services and/or vendors for contract or repair work.

    Is available to perform work orders and routine, preventative and deferred maintenance tasks.

    Documents resolutions to all work orders.

    Provides information to be used in work order status reports, documentation of capital improvements and major repairs.

    Reports all major repairs and requisitions to management prior to any expenditure of funds.

    Assists in keeping grounds neat and free of litter. Rake, sweep, shovel as circumstances warrant.

    Remains aware of the condition of physical property throughout the community and immediately correct any unsafe conditions; e.g., broken gates leading to the pool, broken steps, open holes, broken/burned out exterior lights.

    Maintains accurate records regarding preventive maintenance, work orders (received and completed), expenditures, apartment make-ready status, work-in-progress, etc.

    Reviews and makes recommendations to revise routine and preventative maintenance schedules

    Schedule and perform minor and routine maintenance on all appropriate equipment on a regular basis.

    Inspects and maintains all tools in excellent condition and ensure an adequate inventory of spare parts and maintenance materials.

    Maintains and communicates HAZCOM standards. Keeps MSDS sheets current and readily accessible. Maintains thorough knowledge of pertinent laws and EPA and OSHA regulations governing property storage and management of hazardous materials, including solvents, flammables, caustics and refrigerants.

    Assists FMCS in monitoring and coordinating efforts regarding safety hazards, including LBP, asbestos, radon, hazardous spills and workplace safety.

    Instills a "safety first" attitude not only with maintenance staff but with all employees.

    Assists management with the instruction of staff on proper use and guidelines for wearing/using safety items and ensure that all equipment is used consistently and appropriately.

    Performs work area clean-up and safety related duties.

    Assists management with hiring/terminations, supervising, coaching and conducting disciplinary action (as needed) of maintenance and/or janitorial staff according to company policies and procedures.

    Conducts new hire orientation for maintenance and/or janitorial staff and help coordinate on-going development and training.

    Aids management in the establishment of expectations and goals for maintenance staff and assist during the evaluation of performance.

    Ensures proper maintenance staffing or coverage of the site at all times by preparing a schedule.

    Assists management with the coordination of all site specific aspects of payroll for the maintenance and/or janitorial staff including the management of employee timecards.

    Assists management in implementing, communicating, and/or enforcing all Human Resources related tasks and policies

    A commitment to creating vibrant housing communities for every income level and stage of life is our company’s driving philosophy. Founded in 1999, Evergreen Real Estate Group is a fully integrated real estate company that develops, acquires and manages affordable and market-rate multifamily communities across 12 states.

    Evergreen Real Estate Services is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws.

    SJ1

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • On call

    Work setting:

    • In-person

    Experience:

    • Maintenance: 2 years (Required)

    Ability to Relocate:

    • Williston, VT: Relocate before starting work (Required)

    Work Location: In person

  • 16 Days Ago

A
Financial Planning Specialist
  • Ameriprise Financial - Vermont
  • Williston, VT FULL_TIME
  • Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated and licensed Financial Planning Specialist to join our dynamic team. This individual wil...
  • 17 Days Ago

S
Permanency Planning Program Manager
  • State of Vermont
  • Waterbury, VT FULL_TIME
  • Overview Provides consultation to the 12 DCF Family Services district offices and other community organizations in the subject area of developing permanency outcomes for children and youth involved wi...
  • 1 Day Ago

O
Director of Environmental Planning and Construction
  • Olympic Regional Development Authority
  • Lake Placid, NY FULL_TIME
  • The Olympic Regional Development Authority (Olympic Authority) is seeking an experienced manager with established leadership skills to be its Director of the Office of Environmental, Planning and Cons...
  • 1 Day Ago

S
Financial Planning Analyst
  • Sensata Technologies, Inc.
  • South Burlington, VT FULL_TIME
  • The Financial Planning Analyst is responsible for a variety of aspects including forecasting, budgeting, reporting, and analyzing the company's revenue and expenses. We are seeking a motivated candida...
  • 2 Days Ago

F
Planning Room Paraeducator
  • Franklin Northeast Supervisory Union
  • Enosburg Falls, VT FULL_TIME
  • The Enosburg Elementary School is immediately seeking a Planning Room Paraeducator for the remainder of the 2023-2024 school year.Franklin Northeast Supervisory Union (FNESU) is a Pre-K-12 system comp...
  • 6 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Colchester, VT area

G
Guest Service Associate - Jiffy Mart
  • Global Partners
  • Colchester, VT
  • Job Description: Now Hiring for Guest Service Supervisors – Full-time and/or Part-time About Global Partners LP With nea...
  • 4/25/2024 12:00:00 AM

V
Senior Structural Bridge Engineer
  • VHB
  • South Burlington, VT
  • Overview: ABOUT THE POSITION Senior Structural Bridge Engineer | Hybrid VHB is seeking a Senior Structural Engineer to j...
  • 4/24/2024 12:00:00 AM

M
Dir- Marketing & Operations
  • Marriott
  • Montpelier, VT
  • Marriott Dir- Marketing & Operations Montpelier , Vermont Apply Now Additional Information Director of Marketing and Ope...
  • 4/24/2024 12:00:00 AM

V
Real Estate Salesperson - Washington
  • Vylla Home
  • Montpelier, VT
  • Vylla's national footprint and full-service model provide a truly progressive approach to the real estate process, creat...
  • 4/24/2024 12:00:00 AM

C
Signal Maintainer (Safety)
  • CSX
  • Colchester, VT
  • Responsibilities Assist in the installation, repairing, testing and maintenance of various railroad signals and grade cr...
  • 4/24/2024 12:00:00 AM

P
Fleet (Route) Maintenence Supervisor
  • Penske
  • Colchester, VT
  • Responsibilities As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multita...
  • 4/24/2024 12:00:00 AM

L
Director of Property Management
  • Lake Point Property Management
  • Burlington, VT
  • Job Description Job Description About Us: Lake Point Property Management is a full-service Real Estate Company located o...
  • 4/23/2024 12:00:00 AM

C
Senior Right of Way Agent
  • Colliers Engineering & Design
  • Plattsburgh, NY
  • Overview: Colliers Engineering & Design is currently seeking a Senior Land Representative to join our Land Services team...
  • 4/22/2024 12:00:00 AM

Colchester is a town in Chittenden County, Vermont, United States. The population was 17,067 as of the 2010 census. It is the fourth-most populous municipality and second-most populous town in the state of Vermont. Colchester is a suburb of Burlington–Vermont's most populous municipality. The town is directly to Burlington's north on the eastern shore of Lake Champlain to the west of the Green Mountains. The Vermont National Guard is based in the town, and it is also home to the campus of Saint Michael's College. Colchester is located on the shore of Malletts Bay, part of Lake Champlain. The w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$98,661 to $143,388
Colchester, Vermont area prices
were up 1.6% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020