Estate Planning Consultant jobs in Pennsylvania

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
Administrative Specialist
  • Estate & Long Term Care Planning, Inc.
  • Williamsport, PA FULL_TIME
  • As the administrative specialist, you will play a pivotal role in ensuring the seamless operation and efficiency of our executive's multiple businesses. This multifaceted role requires a highly organized, resourceful, and adaptable individual who can handle complex tasks, anticipate needs, and provide proactive support to the executive across a diverse range of activities.

    Compensation:

    $22 - $25 per hour

    Responsibilities:

    Email Management:

    • Proactively manage the executive's email inbox, screening and prioritizing incoming messages, and delegating emails as appropriate
    • Respond to routine inquiries on behalf of the executive, demonstrating professionalism and attention to detail
    • Identify urgent and critical emails, promptly bringing them to the executive's attention for immediate action
    • Flag and follow up on important deadlines and requests, ensuring timely responses

    Calendar and Schedule Management:

    • Manage the executive's busy calendar, scheduling meetings, appointments, and events across potentially various time zones
    • Coordinate internal and external meetings, conference calls, and video conferences, ensuring optimal time management and attendance

    Travel Arrangements:

    • Organize occasional travel itineraries, including flights, accommodations, ground transportation, and visa arrangements
    • Stay updated on travel preferences and frequent flyer programs to optimize travel experiences

    Communication and Correspondence:

    • Handle incoming and outgoing communications on behalf of the executive, including emails, phone calls, and written correspondence
    • Draft, edit, and proofread documents, presentations, and reports for internal and external stakeholders

    Business Coordination:

    • Facilitate seamless communication and coordination between different business ventures and departments
    • Assist in preparing for meetings, conferences, and other gatherings

    Information Management:

    • Maintain confidential and sensitive information with utmost discretion
    • Research and compile data for various projects and reports, ensuring accuracy and timeliness

    Event Planning and Support:

    • Assist in organizing special events and activities
    • Collaborate with teams to ensure events run smoothly

    Special Projects:

    • Support the executive in ad-hoc projects that may arise across any of the businesses

    Qualifications:

    • Bachelor's degree in Business Administration, Management, Communications, or related field (or equivalent work experience)
    • Excellent organizational skills, able to manage multiple tasks and priorities effectively
    • Strong attention to detail and problem-solving abilities
    • Exceptional verbal and written communication skills
    • Proficient in office software, including Microsoft Office Suite and virtual meeting platforms
    • Ability to adapt to a fast-paced, dynamic virtual environment with a positive attitude
    • A high level of professionalism, integrity, and confidentiality
    • Flexibility to work outside regular hours when required

    About Company


    Estate and Long Term Care Planning, Inc, is a group that provides business coaching to estate planning and elder law attorneys across the country. Founded in 2002 as a marketing company for attorneys, we have grown to serve law firms on multiple levels. Our team provides monthly, quarterly, and annual virtual and in-person events that provide various types of training ranging from, but are not limited to, educational certifications, marketing, talent management, and practice management. Estate and Long Term Care Planning (ELTCP) Inc, staff and personnel must stand behind the company mission - providing members clarity and direction through all phases of their law firm. We take a member-first approach in order to remain and expand upon our track record of excellent service.

  • 11 Days Ago

P
Trust and Estate Planning Attorney
  • Petrelli Previtera, LLC
  • Philadelphia, PA FULL_TIME
  • Petrelli Previtera, LLC Our law group is growing and we are seeking a trust and estate planning attorney who will zealously represent our clients. You'll handle the administration of probate cases and...
  • 3 Days Ago

S
Estate Planning Legal Assistant
  • Steinbacher, Goodall & Yurchak
  • Williamsport, PA FULL_TIME
  • We are seeking a skilled estate planning legal assistant to join our team in Williamsport. In this role, you will undertake a diverse range of tasks to support clients in their estate and long-term ca...
  • 3 Days Ago

K
ESTATE PLANNING PARALEGAL
  • Knox McLaughlin Gornall & Sennett
  • Erie, PA FULL_TIME
  • Knox McLaughlin Gornall & Sennett, P.C. is seeking a full-time employee to perform a variety of paralegal and administrative duties. The successful candidate will have the general responsibility for a...
  • 4 Days Ago

A
Tax and Estate Planning Paralegal
  • Advanced Dynamics Corp
  • Pittsburgh, PA FULL_TIME
  • Our client is in need of a Paralegal with 1-3 years of experience for the Tax and Estate Planning practice group in our Pittsburgh, PA office. This person will be responsible for clients’ tax preparat...
  • 1 Month Ago

C
Estate Planning Attorney
  • Career Development Advisors
  • Harrisburg, PA FULL_TIME
  • Our client, JohnsonDuffie, is seeking a dedicated and experienced Estate Planning Attorney to join their legal team. In this vital role, you will have the privilege of guiding clients through the intr...
  • 1 Month Ago

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...
  • 4/19/2024 12:00:00 AM

M
Outreach & Event Coordinator
  • Marys Shelter Of The Treasure Coast
  • Stuart, FL
  • Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
  • 4/19/2024 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...
  • 4/18/2024 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...
  • 4/16/2024 12:00:00 AM

L
Senior Fiduciary Counsel and Estate Planner
  • Linden Thomas And Company
  • Charlotte, NC
  • Annual Compensation:$170-200K Benefits Offered: 401(k)Fully paidhealth, dental, and vision insurancePaid time off. Daily...
  • 4/16/2024 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...
  • 4/16/2024 12:00:00 AM

F
Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 4/16/2024 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...
  • 4/15/2024 12:00:00 AM

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$98,760 to $143,532

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
February 05, 2020
Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019