Estate Planning Consultant jobs in Harrisburg, PA

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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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.

  • 19 Days Ago

T
Construction Inspector
  • Traffic Planning & Design
  • Harrisburg, PA FULL_TIME
  • TPD’s most valuable asset is our employees. We strive to cultivate our people by attracting, training, and retaining a highly skilled and experienced group of diverse professionals through investing i...
  • 30 Days Ago

C
Planning specialist
  • Commonwealth Of Pennsylvania
  • Harrisburg, PA FULL_TIME
  • THE POSITION Are you interested in a challenging and fulfilling career in transportation planning? The Department of Transportation is currently looking for a motivated and analytical individual to jo...
  • 1 Day Ago

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Planning Associate
  • Larson Design Group
  • Williamsport, PA FULL_TIME
  • About UsLarson Design Group (LDG) is an award-winning, employee-owned Architecture, Engineering, and Consulting Firm. Guided by our core values, we’re expanding our team, opening new offices, and addi...
  • 11 Days Ago

L
Planning Associate
  • Larson Design Group
  • Harrisburg, PA FULL_TIME
  • About UsLarson Design Group (LDG) is an award-winning, employee-owned Architecture, Engineering, and Consulting Firm. Guided by our core values, we’re expanding our team, opening new offices, and addi...
  • 11 Days Ago

T
Highway Engineer
  • Traffic Planning & Design Career Center
  • Harrisburg, PA FULL_TIME
  • Highway Engineer Ranked the overall #4 Best Civil Engineering Firm to Work for in the Nation (#1 in our size category), and residing on the list of the Engineering News Record (ENR)’s Top 500 Design F...
  • 26 Days Ago

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0 Estate Planning Consultant jobs found in Harrisburg, PA area

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Real Estate Buyer's Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Harrisburg, PA
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 4/23/2024 12:00:00 AM

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Associate Real Estate Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Harrisburg, PA
  • Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
  • 4/23/2024 12:00:00 AM

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Real Estate Buyer's Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Harrisburg, PA
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 4/23/2024 12:00:00 AM

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Licensed Real Estate Listing Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Camp Hill, PA
  • Job Description A Licensed Real Estate Listing Agents not only lists and manages housing sales, they also network and co...
  • 4/23/2024 12:00:00 AM

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Real Estate Listing Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Hershey, PA
  • Job Description A Real Estate Listing Agent is responsible for consulting with clients on how to sell their home quickly...
  • 4/23/2024 12:00:00 AM

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Real Estate Listing Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Hershey, PA
  • Job Description A Real Estate Listing Agent is responsible for consulting with clients on how to sell their home quickly...
  • 4/23/2024 12:00:00 AM

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Entry-Level Real Estate Agent
  • Berkshire Hathaway HomeServices Homesale Realty
  • Hershey, PA
  • Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
  • 4/23/2024 12:00:00 AM

B
Real Estate Agent -- No Experience Necessary
  • Berkshire Hathaway HomeServices Homesale Realty
  • Elizabethtown, PA
  • Job Description A Real Estate Agent is responsible for helping clients with every aspect of the real estate transaction ...
  • 4/23/2024 12:00:00 AM

Harrisburg (/ˈhærɪsbɜːrɡ/ HARR-iss-burg; Pennsylvania German: Harrisbarrig)[citation needed] is the capital city of the Commonwealth of Pennsylvania in the United States, and the county seat of Dauphin County. With a population of 49,192, it is the 15th largest city in the Commonwealth. It lies on the east bank of the Susquehanna River, 107 miles (172 km) west of Philadelphia. Harrisburg is the anchor of the Susquehanna Valley metropolitan area, which had a 2017 estimated population of 571,903, making it the fourth most populous in Pennsylvania and 96th most populous in the United States. Harr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,583 to $140,368
Harrisburg, Pennsylvania area prices
were up 1.5% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020