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)
PURPOSE : The Planning Support Specialist shall provide technical and administrative support for the Body Shop Planning organization during equipment integration, installation, commissioning, optimization, and production ramp-up for current and future body shop projects.
RESPONSIBILITIES : Update, manage, and coordinate scheduling for multi-disciplined projects Coordinate the scheduling of departmental meetings Prepare agendas, take meeting minutes and ensure timely follow-up for tasks assigned to the team Maintain overview of project open items list, follow-up, and prepare reports to detail project status Proactively follow-up on outstanding tasks and issues on behalf of management Prepare clear and well-written communications on behalf of management Prepare and coordinate various reports, presentations and documents within the department by gathering data and / or preparing PowerPoint slides Provide back-up administrative and technical support as required Presentation of project progress, risks, opportunities and financial reporting, as applicable Maintain cross-departmental collaboration and communication : Quality, Production Control, Production, Maintenance, Planning Collaborate with Purchasing, as needed, to track project contracting and overall milestone management Support shop-floor investigations for layout development activity and update MicroStation layouts, as needed Prepare Finance and Purchasing documents (shopping carts, PoA’s, etc.
for project quotation development and contracting Develop RFQ packages and technical specifications for project-related activities Realization of pre-production series and production ramp-up to final series operation Travel is not planned.
Work Schedule : Thursday through Monday, based on 40 hours per week. Work schedule may temporarily change during extended plant shutdowns, according to business need Planning of the line Design experience Coordination of design office Responsible of mechanical points in a project Overserving the manufacturing and purchasing process Timeline observation in mechanical site Coordiantion and support of mechanical installation at site.
PHYSICAL REQUIREMENTS : Work is normally performed in an office, laboratory, manufacturing floor, or machine shop setting where physical work includes, but is not limited to, sitting, standing, reaching, kneeling, bending, and lifting up to 25 lbs.
Must be able to understand and comply with all relevant safety practices. FLSA STATUS / WORKING SCHEDULE : Location : Vance, AL Schedule : Thu-Mon 40hr weeks Assignment Start : ASAP DISCLAIMER : This job description is a high-level overview of general expectations of this position.
It is not intended to list every responsibility of the position, nor does it represent an employment contract of any kind.
SWJ TECHNOLOGY and all of its subsidiaries (i.e., NGE EQUIPMENT and ProjectOne US) are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender, disability status, protected veteran status, or any other characteristic protected by law.
SWJ TECHNOLOGY and all of its subsidiaries (i.e., NGE EQUIPMENT and ProjectOne US) are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender, disability status, protected veteran status, or any other characteristic protected by law. Powered by JazzHR
Last updated : 2024-03-06
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