Estate Planning Director jobs in Allentown, PA
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)
Recently Added Estate Planning Director jobs
Executive Director of Financial Planning
- Allentown School District
-
Allentown, PA
OTHER
-
Position Type:
Administration/Executive Director - Date Posted:
2/21/2024 - Location:
Administration Center - Allentown, PA - Bachelor's degree in business administration/accounting or related discipline
- Minimum of Five (5) years of prior related experience in a school district
- Proficiency with fund accounting and GAAP
- Strong human relations and communication skills
- Ability to perform multiple technical tasks and work independently under broad organizational policies
- Strong technology and computer application skills
- Such alternatives to the above qualifications that the Board may find acceptable and reasonable
- Establishes a system of control for budget execution; directs and supervises all financial accounting in the School District.
- Assists and cooperates with outside auditing agencies in the conduct of approved audits or review of the district's fiscal records.
- Translates the educational needs of the district as expressed in periodic meetings into composite short- and long-term financial plans.
- Assists in the preparation of the annual district budget, reviews it with the Administration and presents it for approval and adoption by the Board of Directors.
- Prepares cost analysis reports concerning the operation of the school district.
- Reviews the effect of the educational program on the financial structure of the community and advises the CFO in maintaining a proper balance between the two.
- Is familiar with all sources of revenues for school purposes and explores new sources. Responsible for obtaining all monies to which the Board of Education is entitled. Collaborates with all concerned in securing the funds necessary to operate the educational program.
- Works with attorneys and financial advisors to effect suitable financing.
- Prepares documents as required for processing and bond offerings.
- Oversees the distribution of payments for construction in progress.
- Provides the Superintendent and other staff members, as well as the Board, with facts and information that help them in their relations with the public.
- Interprets the business area of educational programs to the educational staff and public as needed.
- Communicates with the school solicitor on legal matters as needed.
- Presents budget related informational sessions to various community groups as needed
- Assists the CFO and Director of Human Resources in preparing for negotiations as needed.
- Oversees, directs, and supervises the Business Office staff.
- Maintains adequate records for all School District employees regarding salary, retirement, social security, withholding taxes, wage taxes, insurance and the like and completes related reports.
- Oversees the administration of the Employee Benefits Office. Supervises and evaluates the Employee Benefits Supervisor.
- Supervises and evaluates the Director of Finance.
- Supervises and evaluates the Director of Procurement.
- Oversees the administration of the district's tax-sheltered annuity program for employees.
- Assists in the organization and execution of in-service training programs aimed at increasing the skills of school business management.
- In conjunction with the Business Office staff, oversees the preparation and certification of the accuracy of monthly and annual financial reports required by the superintendent, Board of Education, State Department of Education and other agencies of government.
- Establishes the accounting systems necessary to provide school officials and administrators with accurate financial facts as the basis for formulating policies and decisions.
- Oversees the tax collection systems utilized by the district.
- Invests the funds of the district on a day-to-day basis to ensure effective cash flow and in a manner that provides maximized returns at minimized risk levels.
- Assists in the evaluation of computer hardware and systems for handling Business Office reporting requirements of the district.
- Maintains adequate general liability and property casualty coverage for the district and personnel, as required.
- Administers the student accident insurance coverage and policy information.
- Submits information for inclusion in agendas for board meetings.
- Attends regular, committee, and executive sessions of the Board to advise on matters relating to school district finances and business office functions.
- Develops and implements policy in the area of school business management, generally accepted accounting practices and related activities.
- Coordinates activities with the Board solicitor including contracts, retainers, and the processing of bills.
- Other duties as assigned by the Superintendent and/or Chief Financial Officer.
- Executive Director of Financial Planning .pdf
- 20 Days Ago
Executive Director of Financial Planning
Salary: $132,318-$185,246
Qualifications:
Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Summary
To plan and manage the business affairs of the school system in compliance with instructions of the CFO, pertinent laws, state regulations, and Board policies and supervises the Director of Finance, Director of Procurement and Benefits Administrator.
Essential Duties and Responsibilities
For more information on this position, please read the full description document.
Real Estate Agent, Keller Williams
- Keller Williams Real Estate
-
Lehigh, PA
PART_TIME,FULL_TIME
- Keller Williams Real Estate is looking to partner with and train a select group of motivated Realtors. If you are looking to build a career in real estate, or looking to take your existing career to t...
- 8 Days Ago
Real Estate Agent, Keller Williams
- Keller Williams Real Estate
-
Lehigh, PA
PART_TIME,FULL_TIME
- Keller Williams Real Estate is looking to partner with and train a select group of motivated Realtors. If you are looking to build a career in real estate, or looking to take your existing career to t...
- 8 Days Ago
Real Estate Team Operations Manager
- Matt Ricchio Real Estate Group - Keller Williams Real Estate
-
Allentown, PA
PART_TIME
- Seeking a driven, independent, and highly-organized Operations Manager to support a growing Real Estate Team to continue to grow and scale their real estate business. This is a unique opportunity to p...
- 21 Days Ago
Real Estate Transaction Coordinator
- Freeby & Lai Real Estate Group at Keller Williams
-
Easton, PA
FULL_TIME
- We are searching for a transaction coordinator to assist our real estate team. You’ll manage all administrative aspects of the transaction from contract to close, including providing assistance with e...
- 18 Days Ago
Real Estate Listing Coordinator
- Freeby & Lai Real Estate Group at Keller Williams
-
Easton, PA
FULL_TIME
- We are looking for an organized, listing coordinator to join our real estate sales team. Your responsibilities will include overseeing all aspects of seller transactions, preparing listing information...
- 22 Days Ago
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0 Estate Planning Director jobs found in Allentown, PA area
Account Manager II-RE Expansion
- Lumen
-
ALLENTOWN, Pennsylvania 18109
- About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications – quic...
- 4/18/2024 12:00:00 AM
Project Manager
- Hirewell
-
Allentown, PA
- About The Company Our client is the UK’s number one kitchen retailer and manufacturer, have rapidly expanded into the US...
- 4/18/2024 12:00:00 AM
Project Coordinator
- ThreePDS Inc. Recruiting, Staffing, and Consulting
-
Allentown, PA
- Job Description Job Description SUMMARY: Coordinates all Center for Professional Excellence and Nursing Quality departme...
- 4/18/2024 12:00:00 AM
Director of Operations (Transmission)
- HIRE Strategies
-
Allentown, PA
- Job Description Job Description Multi-billion dollar company is seeking a Director of Operations for their division resp...
- 4/17/2024 12:00:00 AM
Regional Support Supervisor
- ABF Freight
-
Allentown, PA
- Now is your chance to join one of the country's largest and most trusted LTL carriers: ABF Freight is looking for new te...
- 4/17/2024 12:00:00 AM
Director Financial Planning and Forecasting HYBRID
- David's Bridal, LLC.
-
Conshohocken, PA
- This is a Hybrid role ( 3 days in office) A GREAT opportunity for a manager or Senior Manager who is ready for a step up...
- 4/16/2024 12:00:00 AM
General Manager
- Worldwide Flight Services (WFS)
-
Allentown, PA
- The ideal candidate will have experience leading a team and managing the daily operation of the business. They will be r...
- 4/14/2024 12:00:00 AM
Municipal Project Manager
- Midatlantic Employers' Association
-
Allentown, PA
- Job Description Job Description Municipal Project Manager Our client is an established full-service engineering consulti...
- 4/14/2024 12:00:00 AM
About Allentown, Pennsylvania
Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$130,712 to $194,406
Allentown, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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