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)
AKRON METROPOLITAN HOUSING AUTHORITY
Job Title: Real Estate Planning & Development Coordinator
Reports to: Director of Real Estate Development
Department: Real Estate
Date: January 2024
FLSA Status: Exempt
Minimum: $53,700
SUMMARY:
The Real Estate Planning & Development Coordinator has the overall responsibility to support the Director of Real Estate Development and operations and administration of the Real Estate Department. The Real Estate Department is responsible to (i) create additional affordable housing units and redevelop existing units attempting to maximize opportunity, resources and efficiency; (ii) draft, negotiate and close Akron Metropolitan Housing Authority (AMHA) transactions and agreements; (iii) manage AMHA’s real estate portfolio in compliance with HUD and other regulatory agents or partners; and (iv) handle all other matters relating to AMHA’s real estate, including special projects. All activities must support AMHA's mission, strategic goals, and objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
KNOWLEDGE, SKILLS, AND ABILITIES
MINIMUM QUALIFICATIONS
PHYSICAL DEMANDS / WORK ENVIRONMENT
AMHA offers a culture committed to diversity, equity and inclusion; comprehensive compensation and benefits program including, but not limited to: Competitive salary; Participation in the Ohio Public Employees Retirement System; Excellent medical, free dental and vision plans with minimal out of pocket cost; Basic Life insurance; Fourteen paid holidays; Paid vacation, personal and sick plans.
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