Estate Planning Consultant jobs in Olympia, WA

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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Leasing Consultant (Olympia)
  • Indigo Real Estate
  • Olympia, WA FULL_TIME
  • Join the Indigo Real Estate Team!

    Your wellness is our priority. Your growth is our success. Your happiness makes all the difference.

    Job Title: Leasing Consultant 

    Location: Olympia, Wa

    Reporting to: Community Director

    Type: Full - Time

    Schedule: (Friday to Tuesday) Weekends Required; willing to train

    Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking a Leasing Consultant who is passionate about customer service and driven to succeed.

    We are looking for a highly-organized, energetic, self-starter who enjoys a fast-paced work environment and takes ownership in all aspects of their work. The successful candidate will possess outstanding customer service and sales talents, multitasking and problem-solving skills and the ability to react with appropriate levels of discretion and urgency to situations or events that require quick response and superb communication. This candidate will be passionate about providing exceptional service and hospitality to consistently exceed customer expectations, finding great satisfaction in helping to create a sense of community. They will also demonstrate a strong sense of initiative, a collaborative work style, and a strong work ethic, taking pride in accurate data-entry, accounting, reporting and administrative work product. This position may require weekend and holiday work.  Physical aspects of the job include the abilities to lift and carry up to 35 pounds, standing/walking for long periods of time, bending, kneeling, stooping, climbing, and balancing.

    Objectives of this Role

    • Coordination of all activities related to apartment rentals, move-ins, move-outs, and lease renewals.
    • Intensive, professional customer service interacting with prospective and current residents to achieve maximum occupancy and ensure resident retention.
      • Welcoming, helpful presence to all current and prospective residents and customers.
      • Professional responsiveness to walk-in, telephone and e-mail inquiries.
      • Guiding scheduled and unscheduled tours of the property.
      • Preparing lease and lease renewal documentation.
      • Assist in coordination of resident/community events and gatherings.
      • Assist in coordination of resident/community maintenance service requests.
    • Timely, accurate recording of required data using Yardi Property Management software.
    • Prepare and generate documents and reports, manage routine processes and correspondence.
    • Collaborate to support property marketing strategies consistent with established procedures.
    • Assist in coordination and updates to advertisements and listings, especially via third-party Independent Listing Services (ILS).
    • General administrative support for the Business Manager, and other duties as assigned.
    • Timely, accurate recordkeeping to ensure property compliance according to affordable-housing standards.
    • Experience in supporting lease-up/property launch goals and timelines.

    Desired Experience

    • Prior experience in affordable housing/LIHTC multi-family property preferred.
    • Experience in sales or administrative and accounting assistance.
    • Excellent verbal and written communication skills.
    • Ability to exercise quick and accurate judgement and maintain confidentiality.
    • Effective conflict resolution and customer service skills.
    • Ability to set priorities and multi-task with a strong attention to detail.

    Employment Benefits

    Indigo offers a positive, team-oriented work environment, competitive hourly wage, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements.

    • Pay $19.00-$21.00 per hour DOE
    • Compensation is highly competitive based on experience
    • Medical/Dental/Vision
    • Medical Flex-spend Account
    • Life Insurance
    • 401(k) Retirement Savings plan with Employer match
    • Vacation Time
    • Sick & Safe Leave
    • Additional employee resource programs

    Compensation: $19 - $21 DOE

    Indigo Real Estate is a WA Best Workplaces Winner

    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

  • 1 Month Ago

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Real Estate Broker
  • Windermere Real Estate
  • Astoria, OR FULL_TIME
  • At Windermere Real Estate, we believe in more than just doing a job. It's about fulfilling a calling and truly caring about our clients and communities. We are passionate about elevating and humanizin...
  • 17 Days Ago

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Real Estate Broker
  • Windermere Real Estate
  • Centralia, WA FULL_TIME
  • Being a Windermere agent is much more than a job. It’s a true calling. We believe in acting beyond ourselves and caring deeply about our clients and communities. We exist to elevate and humanize real ...
  • 17 Days Ago

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Real Estate Associate
  • Windermere Real Estate
  • Ocean Shores, WA FULL_TIME
  • Welcome to the exciting world of real estate at Windermere Real Estate! As a Real Estate Associate, you have the opportunity to make a real impact in people's lives by guiding them through important d...
  • 17 Days Ago

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Real Estate Associate
  • Windermere Real Estate
  • Shelton, WA FULL_TIME
  • Welcome to Windermere Real Estate! We are a company that believes in acting beyond ourselves and caring deeply about our clients and communities. Our mission is to elevate and humanize real estate eve...
  • 17 Days Ago

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Real Estate Agent
  • Windermere Real Estate
  • Aberdeen, WA FULL_TIME
  • At Windermere Real Estate, we believe that being a real estate agent is more than just a job. It's about making a difference in people's lives and building lasting relationships. Our friendly and welc...
  • 17 Days Ago

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0 Estate Planning Consultant jobs found in Olympia, WA area

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Project Management Consultant
  • CBRE
  • Olympia, WA
  • Project Management Consultant Job ID 160057 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas o...
  • 4/26/2024 12:00:00 AM

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Land Acquisition Manager
  • Lennar Homes
  • Federal Way, WA
  • Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
  • 4/24/2024 12:00:00 AM

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Wealth Management Associate
  • Equitable Advisors
  • Olympia, WA
  • ResponsibilitiesOur team of Financial Professionals strive to provide knowledgeable, objective financial guidance and cu...
  • 4/23/2024 12:00:00 AM

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Lead Critical Facility Engineer
  • BGIS
  • Olympia, WA
  • Job Description BGIS is looking for a Lead Critical Facility Engineer to join the team in Olympia, WA. BGIS is a leading...
  • 4/22/2024 12:00:00 AM

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Bremerton, WA
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 4/22/2024 12:00:00 AM

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FINANCIAL CONSULTANT
  • Manning & Napier
  • Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new rel...
  • 4/22/2024 12:00:00 AM

Olympia is the capital of the U.S. state of Washington and the county seat of Thurston County. European settlers claimed the area in 1846, with the Treaty of Medicine Creek initiated in 1854, and the Treaty of Olympia initiated in January 1856. Olympia was incorporated as a town on January 28, 1859, and as a City in 1882. The population was 46,479 as of the 2010 census, making it the 24th largest city in the state. The city borders Lacey to the east and Tumwater to the south. Olympia is a cultural center of the southern Puget Sound region. Olympia is located 60 miles (100 km) southwest of Seat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$103,906 to $151,011
Olympia, Washington area prices
were up 2.9% 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