Estate Planning Director jobs in Pennsylvania

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)

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.

  • 10 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...
  • 2 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...
  • 2 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...
  • 3 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

K
Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/18/2024 12:00:00 AM

A
Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

L
Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/18/2024 12:00:00 AM

A
Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

L
Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 12:00:00 AM

L
Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

K
Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 4/14/2024 12:00:00 AM

H
Director, Commercial Planning
  • Hiring Now!
  • Oak Brook, IL
  • Employee Type:Full timeLocation:IL Oak BrookJob Type:Commercial PlanningJob Posting Title:Director, Commercial Planning ...
  • 4/14/2024 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 Director jobs
$129,415 to $192,477

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020