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)
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:
Calendar and Schedule Management:
Travel Arrangements:
Communication and Correspondence:
Business Coordination:
Information Management:
Event Planning and Support:
Special Projects:
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.