Estate Planning Consultant jobs in Hawaii

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)

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Leasing Consultant
  • Indigo Real Estate
  • Kona, HI FULL_TIME
  • Join the Indigo Real Estate Team!

    Your wellness is our priority. Your growth is our success. Your happiness makes all the difference.

    Job Title: Leasing Consultant 

    Location: Kailua-Kona, HI

    Reporting to: Community Director

    Type: Full-Time

    Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking a Leasing Consultant who is passionate about customer service and driven to succeed.  

    We are looking for a highly organized, energetic, self-starter who enjoys a fast-paced work environment and takes ownership in all aspects of their work. The successful candidate will possess outstanding customer service and sales talents, multitasking and problem-solving skills and the ability to react with appropriate levels of discretion and urgency to situations or events that require quick response and superb communication. This candidate will be passionate about providing exceptional service and hospitality to consistently exceed customer expectations, finding great satisfaction in helping to create a sense of community. They will also demonstrate a strong sense of initiative, a collaborative work style, and a strong work ethic, taking pride in accurate data-entry, accounting, reporting and administrative work product. This position may require weekend and holiday work.  Physical aspects of the job include the abilities to lift and carry up to 35 pounds, standing/walking for long periods of time, bending, kneeling, stooping, climbing, and balancing.

    Objectives of this Role

    • Coordination of all activities related to apartment rentals, move-ins, move-outs, and lease renewals.
    • Intensive, professional customer service interacting with prospective and current residents to achieve maximum occupancy and ensure resident retention.
      • Welcoming, helpful presence to all current and prospective residents and customers.
      • Professional responsiveness to walk-in, telephone and e-mail inquiries.
      • Guiding scheduled and unscheduled tours of the property.
      • Preparing lease and lease renewal documentation.
      • Assist in coordination of resident/community events and gatherings.
      • Assist in coordination of resident/community maintenance service requests.
    • Timely, accurate recording of required data using Yardi Property Management software.
    • Prepare and generate documents and reports, manage routine processes and correspondence.
    • Collaborate to support property marketing strategies consistent with established procedures.
    • Assist in coordination and updates to advertisements and listings, especially via third-party Independent Listing Services (ILS).
    • General administrative support for the Community Director, and other duties as assigned.
    • Timely, accurate recordkeeping to ensure property compliance according to affordable-housing standards.
    • Experience in supporting lease-up/property launch goals and timelines.

    Desired Experience

    • Prior experience in affordable housing/LIHTC multi-family property preferred, not required.
    • Experience in sales or administrative and accounting assistance.
    • Excellent verbal and written communication skills.
    • Ability to exercise quick and accurate judgement and maintain confidentiality.
    • Effective conflict resolution and customer service skills.
    • Ability to set priorities and multi-task with a strong attention to detail.

    Employment Benefits

    Indigo offers a positive, team-oriented work environment, competitive hourly wage, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements.

    • Compensation is highly competitive based on experience
    • Medical/Dental/Vision
    • Medical Flex-spend Account
    • Life Insurance
    • 401(k) Retirement Savings plan with Employer match
    • Vacation Time
    • Sick & Safe Leave
    • Additional employee resource programs

    Job Type: Full-time

    Indigo Real Estate is a WA Best Workplaces Winner

    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

  • 17 Days Ago

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Receptionist / Real Estate Assistant
  • Pure Real Estate / SM Tatsuguchi & Assoc / Island Temporary Nursing
  • Honolulu, HI FULL_TIME
  • Receptionist - Greet incoming clients and visitors for the different companies. Operate multi-line phone system, clerical duties, and assist with office operations. Real Estate Assistant - Assist real...
  • 21 Days Ago

D
Senior Joint Military Planner
  • Dynamic Planning and Response
  • Honolulu, HI FULL_TIME
  • Dynamic Planning & Response is a values-based culture that is committed to going above and beyond for our clients. We are confident you will experience a rewarding work environment that will help you ...
  • 2 Days Ago

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On-Call Medical Clerk
  • Dynamic Planning and Response
  • Tripler Army Medical Center, HI OTHER
  • As Work Order Clerk, you will perfom support services for DP&R and the Health Equipment Management Branch (HEMB), Medical Maintenance Department in Tripler Army Medical Center (TAMC). **** THIS IS AN ...
  • 12 Days Ago

D
Secretary
  • Dynamic Planning and Response
  • Harbor, HI FULL_TIME
  • Dynamic Planning & Response is a values-based culture that is committed to going above and beyond for our clients. We are confident you will experience a rewarding work environment that will help you ...
  • 12 Days Ago

D
Worship Director
  • Dynamic Planning and Response
  • Honolulu, HI PART_TIME
  • These services require performance by one contractor personnel at approximately 184 hours per year. The Contractor shall provide Music Services for a weekly Protestant Worship Service and special even...
  • 12 Days Ago

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/26/2024 12:00:00 AM

F
Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/26/2024 12:00:00 AM

T
Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 4/25/2024 12:00:00 AM

H
Planning Analyst
  • Hantz Group
  • Saginaw, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 4/25/2024 12:00:00 AM

B
Trusts & Estates Attorney
  • Barnes, Pailhe & King Legal Search
  • Our clients seek Trusts & Estates attorneys, in estate planning, litigation and administration. For Estate Planners: sea...
  • 4/24/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 4/24/2024 12:00:00 AM

K
Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/23/2024 12:00:00 AM

H
Financial Planning Assistant
  • Hantz Group
  • Canton, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 4/23/2024 12:00:00 AM

Hawaii (/həˈwaɪi/ (listen) hə-WY-ee; Hawaiian: Hawaiʻi [həˈvɐjʔi]) is the 50th and most recent state to have joined the United States, having received statehood on August 21, 1959. Hawaii is the only U.S. state located in Oceania, the only U.S. state located outside North America, and the only one composed entirely of islands. It is the northernmost island group in Polynesia, occupying most of an archipelago in the central Pacific Ocean. The state encompasses nearly the entire volcanic Hawaiian archipelago, which comprises hundreds of islands spread over 1,500 miles (2,400 km). At the southea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$103,411 to $150,291

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