Estate Planning Job Description

Estate Planning Job Description

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Estate planning provides leadership and support around best practices in all aspects of general building maintenance and construction as well as construction project management.

Estate Planning Duties & Responsibilities

To write an effective estate planning job description, begin by listing detailed duties, responsibilities and expectations. We have included estate planning job description templates that you can modify and use.

Sample responsibilities for this position include:

You will also interact with Case Co-coordinators and Underwriters at various Life Insurance Companies
Develops decision support tools driving real estate related decisions
Lead the Fund Profitability Analysis for Senior Management for PREI including the Americas Region (US, Latin America, Real Estate Finance), and Global Real Estate Securities business
Preparation of Domestic Fund Financials Presentations for Senior Management and Portfolio Managers
Develop an EPA team to focus on a superior client experience, building strong EPS relationships, and advice capabilities to support the achievement of profitable business growth, business retention and productivity
Support internal controls and legal entity P&L forecast activities for tax and treasury department
Ensure productive communication between all internal stakeholder groups
Communicates with Financial Advisors, clients, and clients’ counsel as needed, to attain necessary information for plan preparation
You will be responsible for processing applications and enter information in database system
You will be responsible for coordinating, placing orders, and following up on all underwriting requirements

Estate Planning Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Estate Planning

List any licenses or certifications required by the position: LEED, NSW, AICP, NCIDQ, AP, RA, PE, PMP, CLU, CPA

Education for Estate Planning

Typically a job would require a certain level of education.

Employers hiring for the estate planning job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Business, Finance, Education, MBA, Law, Architecture, Accounting, Engineering, Real Estate, Construction Management

Skills for Estate Planning

Desired skills for estate planning include:

Life and Living Benefits insurance products
PowerPoint and Excel
Tools
Design and construction management process and vernacular
Understanding of best practices of Project Management
Health and investment products
Life
PC applications
Relevant experience
Compliance regulations and guidelines

Desired experience for estate planning includes:

Assist in defining engineering standards of the company, in order to ensure the reliability of the telecommunications network or other critical facilities and meet the needs of growth
Define the implementation of design guidelines and / or integrated solutions with our partners (suppliers and consulting engineering firms)
Assist in the review of specific methods of procedures related to the achievement of high risk work
Assist in the commissioning of critical equipment supporting production systems
Working with equipment manufacturers, contractors and engineering consultants, validate the performance and proper functioning of equipment and critical systems delivered
University degree in Electrical Engineering and registered as Professional Engineer or working toward accreditation

Estate Planning Examples

1

Estate Planning Job Description

Job Description Example
Our company is searching for experienced candidates for the position of estate planning. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for estate planning
  • Follow up on leads generated through the Wealth Management approach to business to ensure record keeping systems accurately reflect your progress
  • Use a variety of methods to grow revenue- such as client meetings, seminars, "lunch and learns"
  • Complete all record keeping functions with attention to detail and accuracy, ensuring that all audit requirements are being met
  • Attend meetings and assist with projects as required
  • Over time, deliver the appropriate level of personalized guidance for HNW clients via phone or video client presentations
  • Develop strong working relationships with the Portfolio Managers, marketing specialist, Investment Advisor Associates (IAA), and Branch Management
  • Complete client requests and provide exceptional client service via email, phone, and client facing
  • Provide administration support to the financial planning and wealth advisors
  • Generate reports and ensure accuracy and organization
  • Provide backup to the Team for trading all types of securities including options
Qualifications for estate planning
  • Takes personal responsibility for projects and assignments and takes initiative to improve the status quo
  • Interest in continual learning
  • Good knowledge of concepts specific to mission-critical applications
  • Good knowledge of applicable codes in the jurisdiction such as OESC, CSA Z462, CSA 282, OBC, environmental legislation
  • Dynamic and be able to work in a team environment
  • Although this position is not client facing, strong relationship building skills are important for dealing with internal clients
2

Estate Planning Job Description

Job Description Example
Our company is hiring for an estate planning. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for estate planning
  • Implementation of the Market development plan in the selection and lease negotiation of new stores, relocations and expansions
  • Regular and frequent project status reporting
  • Participate in process and tool improvement activities
  • Acts as Liaison and provide leadership for team and area of responsibility
  • Monitors lease expiration/renewal and option dates to ensure timely completion of all assigned projects
  • Strategic Real Estate and Facility planning
  • Relationship management across BUs
  • Participation in lease negotiations (250-300/yr on average)
  • Participation in capital budget planning
  • Working with legal in Landlord disputes
Qualifications for estate planning
  • Experience ‘on site’
  • Undergraduate degree in Accounting/Finance, but will consider candidates with proven experience in financial reporting and analysis
  • Working, high level knowledge of domestic U.S. estate and gift tax law, rules related to the how those laws relate to non-U.S. citizens and Non-resident Aliens
  • University degree is also an asset
  • Familiar with all the insurance carriers and their product offerings and have the capability of extrapolating the appropriate product and strategies to meet the specific needs of our high net worth clients
  • Ability to communicate effectively on an individual and group basis
3

Estate Planning Job Description

Job Description Example
Our company is searching for experienced candidates for the position of estate planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for estate planning
  • Prepare annual budget and monthly forecasts
  • Manage multiple requests in a fast paced environment
  • Streamline processes and continuously improve financial models to forecast capital
  • Liaise closely with Real Estate, Accounting, FP&A, and other Finance teams as required
  • Provide ad-hoc analysis and special projects as assigned
  • Write and publish commentary on tax topics, including tax efficient investing, asset location, withdrawal strategies, for a range of Schwab clients
  • Provide Schwab’s view, in writing and events, on tax regulations and rules, including commentary on tax reform and annual changes in tax rules, in partnership with Schwab’s legislative analyst office
  • Increase rigor of Schwab’s advice on tax topics as they connect to financial planning and investing, backed by research, evidence, and experience with individual investors
  • Participate in data gathering sessions with all internal and external partners to understand business opportunities and problems in the context of reporting requirements and recommend solution(s)
  • Perform analytics and create multidimensional data models by analyzing large amounts of data based on business requirements to provide concise, targeted reports
Qualifications for estate planning
  • In good standing with a State Bar (Texas bar admission preferred)
  • Demonstrated initiative and integrity
  • Seeking accreditations (preferred CFA/CFP/EA/JD or related)
  • Estate planning experience required
  • Ideally MRICS qualified with a minimum of 2 years PQE
  • Demonstrated and relevant track record of working in Development Consulting
4

Estate Planning Job Description

Job Description Example
Our company is growing rapidly and is hiring for an estate planning. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for estate planning
  • Lead or participate in user acceptable testing to ensure end product meets business requirement
  • Support CRE data governance and management by developing clear data definitions, classification and dictionary
  • Manage small to medium sized projects by defining project scope, work plans, resource needs and timelines
  • Continuously improve and enhance CRE BI and reporting platform by working with multiple stakeholders and identify areas of opportunity and improved processes
  • Build strong trust-based relationships with service line leads, data stewards and analysts across CRE in order to increase the groups’ utility of existing data
  • Direct oversight and coordination of the project team (internal and external resources) and related activities throughout the project lifecycle
  • Developing strong, effective working relationships with business partners, Strategy & Leasing, Space Planning, Facilities, Finance, and vendors to effectively execute projects
  • Leading recurring project meetings and holding key stakeholders accountable for respective areas of responsibility
  • Providing critical evaluation and appropriate challenge to project cost and schedule
  • Ensuring adherence to Property’s agreed upon project management process checklist and risk controls
Qualifications for estate planning
  • Experience in building cash flow and financial models
  • Personal motivation, organisation, enthusiasm and initiative
  • Applicants with experience in the development sector including consulting, developer, land owner and investment fund background will be considered
  • 1-3 years of similar or related administrative experience advantageous
  • Knowledge of the Wealth and Estate Planning industry would be desirable
  • Expert level knowledge of the SVFA financial planning software used by EFPS planners
5

Estate Planning Job Description

Job Description Example
Our company is hiring for an estate planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for estate planning
  • Conducting proper site and other project due diligence, and partnering with Finance/Sourcing to conduct vendor request for proposals (RFP) and business cases in accordance with proper bank procedure
  • Leveraging expertise and industry best practices to streamline the existing project management process while ensuring adherence to risk
  • Create and maintain financial models for new and existing sites
  • Compile research and analysis to be used for Investment Committee and Board of Director meetings
  • Work closely with Director of Real Estate to formulate and execute domestic strategy
  • Interface with national brokerage team to identify and vet potential investment opportunities
  • Duty to Support the Mission, Philosophy, and Values
  • The Contracts Manager reports directly to the System Director of Design and Construction
  • This position supports the Regional Area Directors and Area Managers of Design and Construction in the delivery of Capital Projects
  • Monitors compliance by employees with established procedures
Qualifications for estate planning
  • Detailed knowledge of financial planning processes, terminology and concepts
  • Wide and deep knowledge of both EFPS and company procedures and information is essential
  • Strong computer skills (Microsoft Office, Lotus Notes, mainframe)
  • University degree or post-secondary education or equivalent experience, preferably in the financial planning or financial services industry
  • BS/BA in Accounting, Finance, or Information Management (MBA preferred)
  • 8+ years in corporate real estate management, and / or real estate finance

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