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)
Estate Planning Paralegals Immediate Openings
Estate Planning Paralegals - Experience Preferred
At Ledbetter Law Group, our boutique law firm focuses on helping clients with their estate planning, business organization, real estate, and estate/trust administration needs. We work hand-in-hand with our clients in providing them with a detailed process to ensure that their legal matter is handled smoothly and completely. We want our clients to experience ultimate satisfaction and Peace of Mind and have been named as Best of Venice in multiple areas several years in a row.
We’re searching for a paralegal with experience handling estate planning and business organization cases to join our team.
We value our staff and offer the following:
Our ideal candidates have a minimum of 2 years of experience in the practice areas of estate planning and business law in Florida (but will consider the experience in other states) and are energetic and service-oriented. The ideal candidate is also reliable, well-organized, precise, detail-oriented, highly ethical, and hardworking.
The Paralegal must be able to climb stairs as the candidate's position is on the second floor with no elevator.
Compensation commensurate with experience - applicable range: $55,000-$65,000/year
To apply for this position, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position, why you are the best fit for our firm, and your salary expectations, as well as completing the DISC assessment and proficiency exams.
Emails, phone calls, or in-person applications will not be considered. No agencies, please.
Full-time (part-time considered in the right scenario).
Benefits apply after a 90-day probationary period.
Compensation:$55,000 - $65,000 yearly
Responsibilities:Job duties include but are not limited to:
At Ledbetter Law Group we value and protect the culture of our firm. Joining the Ledbetter Law Group team is about more than just clients, documents, and legal work. We value each other and enjoy the people with whom we work.
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