Estate Planning Director jobs in Oakland, CA
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
Director of Operations
- Carpenter/Robbins Commercial Real Estate
-
San Ramon, CA
FULL_TIME
-
Carpenter/Robbins Commercial Real Estate, Inc., located in San Ramon, California, seeks an individual
to run the day-to-day operations of the firm.
We specialize in representing government entities and businesses in their real estate requirements. We
currently have 16 people in the organization and are growing. Our associates have 10-30 years of
business experience in a variety of backgrounds including real estate, property management, government
contracting and real estate development.
We are looking for an individual who has a minimum of 10 years of business and financial experience,
including 5 years of upper management experience, preferably in commercial real estate or government
services work. Someone who is professional, eager to learn, can effectively multi-task and is extremely
detailed oriented. This position will be required to contribute strategically as part of a management team
to assist the company in running efficiently and productively while staying on track financially. Strong
communication skills, both verbal and written, with the ability to interact with senior level executives, both
internally and externally.
We offer a competitive compensation and benefits package including health benefits and 401(k).
Job Summary:
The Director of Operations will plan, direct, coordinate, and oversee operations activities in the
organization, ensuring development and implementation of efficient operations and cost-effective systems
to meet current and future needs of the organization.
Supervisory Responsibi l i t ies:
- Recruits, interviews, hires, and trains management-level staff in the company. Involved with
- Oversees the daily workflow of the company.
- Provides constructive and timely performance evaluations.
- Handles discipline and termination of employees in accordance with company policy.
- Establishes, implements, and communicates the strategic direction of the organization’s
- Collaborates with executive leadership to develop and meet company goals while supplying
- Collaborates with other divisions and departments to carry out the organization’s goals and
- Identifies, recommends, and implements new processes, technologies, and systems to
materials.
- Ensures that departmental decisions and project plans such as those for staffing,
with the organization’s business plan and vision.
- Establishes, communicates, and implements higher level operations-related policies,
execution.
- Reviews and approves cost-control reports, cost estimates, and staffing requirements for
2000 Crow Canyon Place, Suite 130, San Ramon, CA 94583 ~ www.crcre.com
Phone: (925) 866-1300 ~ Fax (925) 866-1306 CalDRE#01280981
- Establishes and administers the department’s budget.
- Establishes and administers business operations and medical/dental/vision insurance policies
- Presents periodic performance reports and metrics to the chief executive officer and other
- Maintains all required company registrations and licensing for business and government
- Maintains monthly, quarterly and/or annual reporting requirements for government contracts.
- Maintains knowledge of emerging technologies and trends in operations management.
- Identifies training needs and ensures proper training is developed and provided in
- Performs other related duties as assigned.
- Excellent verbal and written communication skills.
- Strong supervisory and leadership skills.
- Strong interpersonal relationship skills, having the ability to work with a variety of clients
- Detail Oriented, self-motivated, independent thinker, strong interpersonal skills with the ability
- Strong analytical and problem-solving skills.
- Comfortable coordinating work with remote workers across several time zones
- Positive professional can do attitude and active team player in a small office environment
- Ability to meet deadlines and balance multiple priorities simultaneously with efficiency
Must be highly proficient in the following platforms and software:
- Microsoft Office 365 (Outlook, Word, Excel, PowerPoint, Publisher)
- Quickbooks
- Google Platform (Calendar, Meets, Gmail, Drive)
- Adobe Acrobat
- Zoom
- DocuSign
- CoStar, LoopNet, REIS market research platforms a plus
- Tech savvy and the ability to learn new/proprietary software programs
Bachelor’s degree in Business Administration or equivalent a must, Masters in Business
Administration degree a plus
At least 10 years of financial and operations experience including five years in upper management
required.
Commercial Real Estate and/or Government Contracting background a plus
Job hours: Monday thru Friday 8:00am to 5:00pm Pacific Standard Time. We currently have a hybrid
working schedule which may be modified from time to time based on work requirements.
2000 Crow Canyon Place, Suite 130, San Ramon, CA 94583 ~ www.crcre.com
Phone: (925) 866-1300 ~ Fax (925) 866-1306 CalDRE#01280981
Please submit cover letter, resume and salary requirements when responding to this posting to
Alyce Rados, President, at arados@crcre.com.
- Must be fully Covid vaccinated due to government contracting work
- Passing a Federal Background check, including fingerprinting, will be required due to
this process.
We're an equal opportunity employer. All applicants will be considered for employment without attention
to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
2000 Crow Canyon Place, Suite 130, San Ramon, CA 94583 ~ www.crcre.com
Phone: (925) 866-1300 ~ Fax (925) 866-1306 CalDRE#01280981 - 1 Month Ago
Financial, Planning and Analysis, Director
- Ambi Robotics
-
Berkeley, CA
FULL_TIME
- We are a well-funded Series A startup on a mission to make e-commerce logistics more human-friendly and efficient with AI-powered robotics. Founded by leading robotics researchers, we are growing our ...
- 19 Days Ago
Director, Financial Planning and Analysis
- SCS Global Services
-
Emeryville, CA
FULL_TIME
- Company Overview Since 1984, SCS Global Services has been a pioneer and leader in the field of sustainability standards and third-party certification, working across the economy in the natural resourc...
- 6 Days Ago
Director of Supply Chain and Planning
- Aperia Technologies, Inc
-
Hayward, CA
FULL_TIME
- Your Role As a Director of Supply Chain and Planning you will be responsible for leading the organization’s planning and supply chain strategy operations including demand planning, procurement, suppli...
- 27 Days Ago
Director, Gas Work & Resource Planning
- PG&E Corporation
-
San Ramon, CA
FULL_TIME
- Requisition ID # 154482 Job Category: Maintenance / Construction / Operations Job Level: Director/ChiefBusiness Unit: Gas OperationsWork Type: HybridJob Location: San Ramon Position Summary The Direct...
- 12 Days Ago
Director of Purchasing - Base Salary + Bonus
- TJC Real Estate Transactions Group,LLC
-
Walnut Creek, CA
FULL_TIME
- WE BUILD THE COOLEST HOMES IN THE COOLEST NEIGHBORHOODS!Thomas James Homes (TJH) is the replacement builder bringing superior design and tech-enabled simplicity to new, single-family homebuilding. Ope...
- 1 Month Ago
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0 Estate Planning Director jobs found in Oakland, CA area
About Oakland, California
Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.)
The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water.
Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$158,203 to $235,293
Oakland, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does an Estate Planning Director do?
Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
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Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
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Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020