Estate Planning Director jobs in Akron, OH

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)

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Real Estate Planning & Development Coordinato
  • Akron Metropolitan Housing Authority
  • Akron, OH OTHER
  • 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:

    • Assist with special projects, including AMHA’s Summit Lake Choice Neighborhoods project and implementation of the Transformation Plan
    • Assist with real estate acquisitions, dispositions and repositioning
    • Research HUD and other regulatory compliance (ex. Environmental Reviews, Section 18 demolition/disposition, HUD program requirements, etc.) and assist with compliance
    • Collect, analyze, and present data and information for use in analysis and various plans and reports
    • Produce Annual and Five-Year Plans, including, but not limited to, creating timelines, drafting, proofing, managing the public process, and submitting the reports to HUD
    • Produce AMHA’s Annual Report 
    • Responsible for insurance tracking 
    • Assist with general real estate matters (ex. easements, encumbrances, license agreements, etc.)
    • Assist with procurement
    • Provide administrative support and assist in keeping the Real Estate Department organized and on track
    • Coordinate, plan, and host meetings, projects, and community events
    • Perform research and clearly and succinctly present such information verbally and in writing
    • Perform other duties as assigned and/or required

     KNOWLEDGE, SKILLS, AND ABILITIES

    • Basic knowledge of general real estate principles and practice 
    • Basic knowledge of affordable housing preferred
    • Ability to interpret and apply federal and state rules and regulations and  AMHA policies and procedures 
    • Ability to define problems, collect data, establish facts, and draw valid conclusions
    • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

     

    • Takes initiative to make things happen and sees tasks through to completion
    • Learns and applies new information quickly
    • Critical thinking and analytical skills with a strong ability to problem solve
    • Comfortable coordinating communications, meetings, and projects both internally and externally
    • Ability to work simultaneously on several projects in a fast paced, deadline driven environment
    • Strong communication skills both written and oral
    • Organized and can work independently
    • Ability to establish and maintain positive internal and external relationships
    • Possesses a sense of urgency when required and is a team player
    • Skilled in Microsoft Excel, Microsoft Word, Power Point, Outlook, Zoom, Adobe Illustrator, InDesign, Photoshop, Canva, and Microsoft Teams
    • Basic knowledge of Summit County’s Geographic Information System (GIS) preferred

     MINIMUM QUALIFICATIONS 

    • Minimum of a Bachelor’s degree in Real Estate, Urban Planning, Urban Studies, Public Administration, legal studies or related field and 2-4 years of relevant work experience required
    • Possesses the knowledge, skills, and abilities listed above
    • Valid driver’s license
    • Eligibility for coverage under AMHA fleet auto insurance 

    PHYSICAL DEMANDS / WORK ENVIRONMENT

    • Physical demands may include kneeling, reaching, pushing, fingering, manipulating, talking, hearing, sitting for extended periods, crouching, standing for extended periods, stooping, walking, lifting up to 10 lbs. and repetitive motion using a keyboard, telephone and calculator. The visual acuity requirements include viewing a computer monitor and extensive reading.
    • The incumbent will primarily work in an office environment but will visit AMHA properties and/or construction sites and may be exposed to outside weather conditions.   

    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.

  • 22 Days Ago

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Director, Financial Planning and Analysis (FP&A)
  • barrywehmiller
  • Akron, OH FULL_TIME
  • About Us: A Barry-Wehmiller Packaging Systems company, Pneumatic Scale Angelus maintains a major market position in the supply of wet and dry fillers, cappers, can seamers, labelers, centrifuges and c...
  • 1 Month Ago

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Finance Director of Strategy and Long-Range Planning
  • College of Wooster
  • Wooster, OH FULL_TIME
  • Job Category: Staff Job Description: Location: Wooster, OH Category: Staff Posted On: Thu Mar 14 2024 Job Description: This Finance Director of Strategy and Long-Range Planning is responsible for prov...
  • 1 Month Ago

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REAL ESTATE AGENT
  • HOWARD HANNA REAL ESTATE SERVICES
  • Wadsworth, OH PART_TIME,FULL_TIME
  • REAL ESTATE SPRING MARKET IS UPON US! HAVE YOU CONSIDERED MAKING A MOVE OR CHANGING CAREERS? NOW IS THE PERFECT TIME! IF YOU ARE THINKING OF BECOMING A REALTOR LET ME TELL YOU A LITTLE BIT ABOUT REAL ...
  • 1 Month Ago

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Real Estate Data Entry Operator
  • Better Homes and Gardens Real Estate Advantage Realty
  • Akron, OH FULL_TIME
  • Company DescriptionFor more than 90 years, Better Homes and Gardens has been the leader in everything related to the home. As part of Realogy Holdings Corporation, Better Homes and Gardens Real Estate...
  • Just Posted

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Planning specialist
  • Schaeffler Group
  • Wooster, OH FULL_TIME
  • Schaeffler is a dynamic global technology company and its success has been a result of its entrepreneurial spirit and long history of private ownership. As a partner to all of the major automobile man...
  • 1 Day Ago

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Hospice RN Executive Director
  • Heartland Hospice
  • Akron, OH
  • Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home healt...
  • 4/26/2024 12:00:00 AM

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Chief Financial Officer
  • Akron Area Ymca
  • Akron, OH
  • POSITION SUMMARY: This position supports the work of the Y, a leading nonprofit committed to strengthening community thr...
  • 4/25/2024 12:00:00 AM

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Research And Development Manager
  • COLTENE USA
  • Cuyahoga Falls, OH
  • COLTENE is looking for an experienced Research and Development Manager to lead our Product Engineering group. The R&D Ma...
  • 4/24/2024 12:00:00 AM

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Project Manager
  • Roofsmith Restoration, In
  • Akron, OH
  • Job Description Job Description Welcome to Roofsmith Restoration! If you’re looking for a company that values person and...
  • 4/24/2024 12:00:00 AM

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Associate Director of Integration
  • Pridestaff
  • Hudson, OH
  • Job Description Job Description Associate Director of IntegrationSalary: $68,000 - 79,000 DOEHours: 9:00am - 5:00pm flex...
  • 4/24/2024 12:00:00 AM

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Program Director (OH - Summit - Green Local)
  • Lifewise Academy Programs
  • Uniontown, OH
  • Job Description Job Description About UsLifeWise Academy is a released-time religious instruction program that exists to...
  • 4/23/2024 12:00:00 AM

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Head of Operational Control Centre (OCC)
  • Hudson Belgium
  • Hudson, OH
  • Position In order to achieve the objectives and changes set by the company and the Operations department, particularly i...
  • 4/23/2024 12:00:00 AM

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Summer Camp Waterfront Director
  • Girl Scouts of North East Ohio
  • Peninsula, OH
  • Waterfront Director for Summer Camp Camp Ledgewood- Peninsula, OH Compensation: $525 per week Dates: June 6 to August 6,...
  • 4/22/2024 12:00:00 AM

Akron (/ˈækrən/) is the fifth-largest city in the U.S. state of Ohio and is the county seat of Summit County. It is located on the western edge of the Glaciated Allegheny Plateau, about 30 miles (48 km) south of Cleveland. As of the 2017 Census estimate, the city proper had a total population of 197,846, making it the 119th-largest city in the United States. The Greater Akron area, covering Summit and Portage counties, had an estimated population of 703,505. The city was founded in 1825 by Simon Perkins and Paul Williams, along the Little Cuyahoga River at the summit of the developing Ohio and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$125,136 to $186,113
Akron, Ohio area prices
were up 1.6% from a year ago

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