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)
About us
Casey Estate & Business Planning is a boutique law firm in Newport Beach, CA. We specialize in the estate planning of high net worth clients.
Job Overview:
We are seeking a detail-oriented and organized individual to join our team as a File Clerk. As a File Clerk, you will be responsible for maintaining and organizing physical and electronic files, ensuring accurate and efficient record-keeping.
Responsibilities:
- Sort, categorize, and file documents in accordance with established filing systems
- Scan and digitize paper documents for electronic storage
- Perform data entry tasks to update and maintain databases and systems
- Collect data and information from various sources for record-keeping purposes
- Maintain confidentiality of sensitive information
Requirements:
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Proficient in basic math skills
- Familiarity with Microsoft Excel for data entry and basic calculations
- Ability to navigate databases and systems effectively
- Excellent organizational skills with the ability to prioritize tasks
- Strong written and verbal communication skills
- Proficient in office equipment operation (e.g., scanners, printers)
As a File Clerk, you will play a crucial role in ensuring the smooth operations of our organization's record management. If you are meticulous, reliable, and have excellent organizational skills, we encourage you to apply for this position.
Job Types: Part-time, Temporary
Pay: $16.00 - $20.00 per hour
Schedule:
Work Location: In person
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