Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial 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.