Estate Planning Resume Samples
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Estate Planning Resume Samples
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PM
P Marvin
Pietro
Marvin
4945 Torphy Lodge
New York
NY
+1 (555) 288 7776
4945 Torphy Lodge
New York
NY
Phone
p
+1 (555) 288 7776
Experience
Experience
Philadelphia, PA
Estate Planning Associate
Philadelphia, PA
Rath, Torphy and Hermiston
Philadelphia, PA
Estate Planning Associate
- Provide exceptional client service
- Maintain and manage the office environment in a tidy and efficient manner
- Proactively develop relationships with IA’s and Associates
- Management of in-house software programs relating to business opportunities and existing and pending business
- Develop relationships with partnering life company wholesalers, case co-ordinators and underwriters to ensure the business is handled efficiently
- Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
- Design and implement marketing initiatives
San Francisco, CA
Estate Planning Specialist
San Francisco, CA
Corwin and Sons
San Francisco, CA
Estate Planning Specialist
- Provincial Life Insurance License(s)
- CLU, CFP or ChFC designation or currently enrolled in such accredited courses
- FINRA Series 7 and 66 obtained within 3-6 months of employment
- Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients
- Computer literate in Insurance Company Illustration software and various PC programs
- Ease in working with all levels in the Fidelity organization
- Proven strong customer orientation
present
Philadelphia, PA
Senior Associate, Real Estate Planning
Philadelphia, PA
Koch, Parker and Abbott
present
Philadelphia, PA
Senior Associate, Real Estate Planning
present
- An established portfolio of writing, illustrating competency, and day-to-day client engagement
- Aptitude for data management and processing
- Preliminary project planning in addition to out of space tool planning
- Occupancy planning and metrics analysis, as well as headcount and seat count reporting
- Tracking of restricted seating
- Daily utilization reporting; headcount and seat count occupancy analysis
- Abilities in representation including the Adobe Suite and 3D modeling programs
Education
Education
Bachelor’s Degree in Value
Bachelor’s Degree in Value
Temple University
Bachelor’s Degree in Value
Skills
Skills
- Proven strong organizational skills and attention to detail
- Excellent customer service and communication skills, both verbal and written
- Strong presentation skills
- Ability to relay complex information understandably
- Ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiency
- Ability to think strategically and tactically
- Coach and train both new and existing Financial Consultants on trust and estate planning concepts, and on consultative selling skills to secure client engagements
- Ability to take initiative and work independently
- Strong team orientation and ability to function as a team player
- Help Fidelity’s customers gain a better understanding of their estate planning goals and objectives, empowering them to take appropriate next steps, and ultimately helping them to achieve better outcomes and peace of mind with respect to their wealth transfer goals
12 Estate Planning resume templates
Read our complete resume writing guides
1
Estate Planning Specialist Resume Examples & Samples
- Provincial Life Insurance License(s)
- CLU, CFP or ChFC designation or currently enrolled in such accredited courses
- University degree in related field as well as 5+yrs seasoned sales experience in the Life Insurance industry
- Excellent written, verbal and communication skills in French and English
- Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
- Demonstrated team management skills
- Ability to work effectively with peers and upper management and to be perceived by others as team player
- Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients
- Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
- Computer literate in Insurance Company Illustration software and various PC programs
- LI-VM1
2
Estate Planning Associate Resume Examples & Samples
- Work directly with the Estate Planning Specialist to oversee Life Insurance new business and application process
- Coordinate and order all medical and financial underwriting requirements
- Interact with Life Insurance Company new business co-ordinators and underwriters to ensure the most effective processing of applications and timely issue
- Process applications and enter information in database system (SmartOffice)
- Assist the Estate Planning Specialist and other team members with life insurance and annuity quotations and executing team projects
- Knowledge of life insurance products and our life insurance carrier partners is ideal, but can be learned
- Excellent organization, time management & communication skills (written & verbal)
- Client oriented, good personal skills, flexible, proactive, positive & professional attitude, multi-tasked
- Able to meet deadlines & set priorities
- Life Insurance Licensing is a definite asset and licensing is required within 1st year of employment
3
Manager, Tax & Estate Planning Resume Examples & Samples
- Work with the Products and Services group as needed
- Partner with BMO colleagues as appropriate
- Liaise with external resources to build Tax and Estate planning
- Network
- Practiced tax or estate law for 7 to 10 years. Experience in a similar role with another financial institution is welcomed
- Strong listening, analytical and problem solving capabilities; strong consultative selling skills
- Ability to resolve a magnitude of diverse, complex and ambiguous issues/situations in a creative manner
- Ability to communicate complex planning advice in a comprehensive and practical manner
4
NY Estate Planning Strategist Resume Examples & Samples
- Working knowledge of the basic rules and structures of Latin American nations’ inheritance, estate and gift tax systems
- The ability to work on a cross functional team and integrate all elements into client strategies
- The ability to take their own initiative
- Well versed in Excel and PowerPoint
5
San Francisco Estate Planning Strategist Resume Examples & Samples
- Working, high level knowledge of domestic U.S. estate and gift tax law, as well as rules related to the how those laws relate to non-U.S. citizens and Non-resident Aliens
- Good understanding of typical structures employed by NRAs for investing in the U.S. and/or benefitting U.S. persons
- Interpersonal skills to allow for effective communication with private wealth advisors and clients
- Problem solving and analytical skills – the candidate should have the ability to break down information and data to create well thought out, logical solutions
- Creative approach to assessing problems; and
6
Estate Planning Associate RBC Wealth Management Resume Examples & Samples
- Assist with processing of In-Force policy service requests
- Knowledge of life insurance products, illustration software, and Life company websites
- Minimum 3 years life insurance industry experience
- Life Insurance Licensing (LLQP) is preferred or to be obtained with one year
7
Regional Estate Planning Associate Manager Resume Examples & Samples
- 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. This includes
- Training new Estate Planning Associates and existing EPA’s on various items directly related to their role
- Recruiting, Sourcing, Onboarding new Estate Planning Associates
- Performance management and development planning via Talentlink
- Ongoing coaching and development of staff, ensuring a high level of employee capability and engagement through focused sales support routines
- Ensure processes/controls are in place & being followed to manage risk and protect shareholder interests
- Liaise effectively with key stakeholders inside and outside the EPA team in order to successfully manage escalated issues and queries
- Work on projects as needed internally specifically to increase the effectiveness, efficiencies and consistency of the service we provide to clients
- Lead the identification and gathering of metrics for effective management and measurement of success for all EPA deliverables
8
Estate Planning Associate Resume Examples & Samples
- High-level, professional, knowledgeable sales and service support thereby contributing to new sales and conservation of existing business
- Satisfying client needs and expectations through efficient and effective service
- Packaging of insurance products to our sales force (Estate Planning Specialists, Investment Advisors)
- Participate in training and giving presentations on insurance products and concepts
- Minimum 2 years experience in a similar position
- Must be Insurance Licensed in Alberta
- Be proficient in Microsoft Word, Excel, PowerPoint and Outlook
- Advanced knowledge of life insurance products and illustration software
- Working knowledge of personal insurance planning issues, needs analysis and solutions
- General knowledge of estate planning and business insurance planning
- Creative, organized, resourceful, independent, strategic thinker, and a problem-solver
- Able to work in a dynamic, changing environment with new expectations and multiple priorities, with the ability to shift focus as required
- Responsible for providing the kind of professional environment to help keep you organized and focused on making sales and conserving business
- Able to build trusting, effective relationships with the Estate Planning Specialist, co-workers, business partners, all levels of management, and clients
- Excellent customer service attitude/interpersonal skills
- Excellent organizational skills and administrative skills
- Able to multi-task, prioritize and simultaneously manage multiple projects
- Able to work independently with little supervision
9
Estate Planning Consultant Resume Examples & Samples
- Bachelor Degree and JD required
- CFP a plus
- 2-3 years estate planning experience
- Thorough understanding of the securities industry in general
- Thorough understanding of estate planning
- Thorough understanding of estate planning products and techniques
- Must be a good listener, especially when suggestions and feedback are offered; must possess the ability to probe and listen; a demonstrated ability to converse with FAs and clients regarding estate planning issues; to work in teams, and to provide sales support
- Exceptional analytical and problem solving skills. Must possess strong problem solving skills and be solutions- and results-oriented
- Ability to work independently; organize and prioritize work; and give great attention to detail of all work including proofreading
- Proficient ability to effectively convey quality information in spoken, written, or presentation formats
- Demonstrated initiative and integrity; displays high levels of energy, enthusiasm, and a positive attitude
10
Estate Planning Specialist Resume Examples & Samples
- Minimum five years of life insurance experience with previous finance/sales/entrepreneurial work experience and a proven track record of achieving results
- Life Insurance license (including Accident and Sickness) with current status is required
- Certified Financial Planner, Certified Life Underwriter, designations are an asset
- Canadian Securities Course is an asset
- Working knowledge of business/finance/economics acquired through the combination of a university degree within a related field/Industry related designation and/or relevant experience
- Excellent interpersonal/relationship building skills required to build strong, positive, trusting client relationships
- Communication skills: writing skills sufficient to prepare proposals and presentation/seminar materials; presentation skills to convey both factual and conceptual information and ideas to clients and Investment Advisors
- Supervisory skills required to manage staff (i.e. assigned Estate Planning Assistant is an asset
- Working knowledge of PC applications, including financial planning software
- Working knowledge of applications used by preferred insurance carriers
11
Estate Planning Assistant Resume Examples & Samples
- This job collaborates regularly with both internal employees and external clients
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
- Relevant post-secondary education is desirable
- Financial Services and/or Insurance industry experience and knowledge is mandatory
- Valid Life Insurance License Preferred
- If not insurance licensed, must obtain Life Insurance License within one year of date of hire
- Good working knowledge of Microsoft Office including Word, PowerPoint and Excel
- Previous experience working within a sales/customer service oriented environment
- Previous experience working within the Insurance industry highly desired
- Proven ability to pay close attention to accuracy and detail
- Proven ability to remain organized in a fast-paced, high pressure, deadline oriented environment
- Proven ability to work with confidential information
- Well-developed confidence/independent judgment/problem solving skills required working in an environment with minimal supervision
12
Estate Planning Associate Resume Examples & Samples
- Assist the Estate Planning Specialist and other team members with life insurance and annuity quotations
- Knowledge of life insurance companies and products
- Bilingual, French and English, both spoken and written
- Life Insurance Licensing is a definite asset however licensing is required within the 1st year of employment
13
Estate Planning Specialist Assistant Resume Examples & Samples
- Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
- Completion of high school education and/or equivalent work experience is required
- Working towards a Life License to be achieved within a year of employment
- Should have a good working knowledge of Word, PowerPoint and Excel spreadsheets
- Well-developed communication (verbal/written) and interpersonal skills
- Should have a proven ability to remain organized in a fast-paced, high pressure, deadline oriented environment
- Well-developed confidence/independent judgement/problem solving skills required and working in an environment with minimal supervision
14
Estate Planning Associate Resume Examples & Samples
- You must be able to multi-task and work in a fast paced environment
- You will be working directly with the Estate Planning Specialist and various other team members to process new policy applications as required
- Coordinate, place orders, and follow-up on all underwriting requirements
- You will also interact with Case Co-ordinators and Underwriters at various Life Insurance Companies
- You will be responsible for processing applications and enter information in database system. (SmartOffice)
- Coordinate insurance and annuity quotations for our advisors
- Ability to produce various reports using SmartOffice
- Meet with the Estate Planning Specialist on a weekly basis as required
- Post-Secondary Education
- Minimum 2-3 years experience in a Professional Office Environment
- Exceptional Customer Service Skills ( 2-3 years experience preferred )
- Intermediate Level Working Knowledge of MS Office (Word, Excel, PowerPoint)
- Insurance Background Preferred
- Insurance Life Licensed Preferred
15
Estate Planning Director / Partner Resume Examples & Samples
- 8+ years experience in the areas of estate planning, estate administration, federal estate and gift tax law, and tax return preparation
- Recent CPA firm experience
- CPA license and Bachelors in Accounting/Masters in Taxation is preferred
- Ability to manage many tasks, prioritize tasks, and deal with ambiguities
- Strong communication skills, leadership abilities, and problem solving
16
Estate Planning Intern Resume Examples & Samples
- Enrollment at an ABA accredited law school
- Successful completion of an introductory Trusts and Estates course
- Top 50% in law school class preferred
- B.S. or B.A. in business, finance, or a related field preferred
- Advanced knowledge of Microsoft Office products, including Word, Excel and PowerPoint
- PLEASE SUBMIT A RESUME, WRITING SAMPLE, and UNOFFICIAL LAW SCHOOL TRANSCRIPT
17
Tax / Estate Planning Partner Resume Examples & Samples
- J.D. from a top law school
- LLM in Taxation is a MUST
- Must be a member of the Georgia Bar
- Must have LLM in tax
18
Senior Associate, Real Estate Planning Resume Examples & Samples
- Occupancy planning and metrics analysis, as well as headcount and seat count reporting
- Preliminary project planning in addition to out of space tool planning
- Daily utilization reporting; headcount and seat count occupancy analysis
- Tracking of restricted seating
- Maintenance of national headcount to seat count metrics
- Preserve and update office furniture plans and metrics, as well as change management and sustainability initiatives
- Minimum five years of real estate analyst work for clients ranging from technology, banking, accounting, government, and energy sectors
- An established portfolio of writing, illustrating competency, and day-to-day client engagement
- Aptitude for data management and processing
- Previous experience in change management thinking and design
- Abilities in representation including the Adobe Suite and 3D modeling programs
19
Estate Planning Specialist Resume Examples & Samples
- Meet with Fidelity customers and their Financial Consultant to discuss their estate planning goals and objectives, and review a customer’s current estate planning situation
- Work with Financial Consultants to identify opportunities within the FC’s book of business for both estate planning and personal trust opportunities
- Facilitate and deliver seminars for Fidelity’s HNW customers, including estate planning, trust planning and related seminars
- Coach and train both new and existing Financial Consultants on trust and estate planning concepts, and on consultative selling skills to secure client engagements
- Collaborate with Fidelity’s Estate Planning and Trust Product Teams to understand changing client needs and products and services necessary to drive future success
- Train Financial Consultants on new estate planning and trust products as they are brought to market
- Actively manage the assigned territory to drive customer engagement
- Engage Investor Centers and supporting groups in their regions providing ongoing reporting of progress and collaborate to maximize efficient and effective use of resource
- Assist with the development, implementation and maintenance of Fidelity’s Attorney Access Program
- JD, CFP, CPA designations preferred
- 7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firm
- Working knowledge of personal and trust taxation, investments, trust and estate law, estate planning, retirement planning, and other financial services required
- Ability to achieve interaction goals in an assigned territory with minimal supervision from management
- Proven strong customer orientation
- Ease in working with all levels in the Fidelity organization
- FINRA Series 7 and 66 licenses must be obtained within 3 to 6 months of employment
- Proven strong organizational skills and attention to detail
- Excellent customer service and communication skills, both verbal and written
- Ability to relay complex information understandably
- Ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiency
- Ability to think strategically and tactically
- Ability to take initiative and work independently
- Strong team orientation and ability to function as a team player
- Consistent trend of meeting and exceeding all sales business metrics
- Demonstrates strong leadership skills and mentors, trains and serves as resource to field representatives and other distribution personnel
20
Estate Planning Specialist, Denver Resume Examples & Samples
- Review and analyze a client's estate planning questionnaire. Prepare an estate plan analysis based on this review demonstrating potential estate planning strategies to support regional EPS in their conversations with HNW clients
- Over time, deliver the appropriate level of personalized guidance for HNW clients via phone or video client presentations. Based on client’s wealth level and needs, this could be an estate planning discussion or an estate planning analysis
- Assist with activities related to building and maintaining our Attorney Access program including: sourcing eligible attorneys, answering attorney questions, and facilitating the onboarding and due diligence of new attorneys
- Support development of educational materials (such as seminars, Viewpoint articles, and training) to be used with clients and associates regarding estate planning, asset protection, wealth transfer, elder issues, and special needs
- Role requires some travel (10-25%)
- 2 to 5 years professional experience
- Trust and Estate planning background preferably with a law firm
- Securities licenses required (7, and 63, 65 or 66) within 90-days of hire
- Insurance licenses a plus
- Training and Presentations skills
- Proven ability to function as a team player while maintaining individual responsibilities
- Familiarity with financial planning software (eMoney) a plus
- J.D. preferred
- Additional financial services industry designations (CFP, ChFC) a plus
21
Estate Planning Specialist Resume Examples & Samples
- Meet with Fidelity customers and their WMA to discuss their estate planning goals and objectives, and review a customer’s current estate planning situation
- Work with WMA to identify opportunities within the WMA’s book of business for both estate planning and personal trust opportunities
- Coach and train both new and existing WMAs on trust and estate planning concepts, and on consultative selling skills to secure client engagements
- Train Wealth Management Advisors on new estate planning and trust products as they are brought to market
- Demonstrative creative problem resolution
- Strong leadership skills and ability to mentor, train and serve as resource to field representatives and other distribution personnel
22
Estate Planning Specialist Resume Examples & Samples
- Engage Investor Centers and supporting groups in their regions providing ongoing reporting of progress and collaborate to maximize efficient and effective use of resources
- Cultivate relationships with estate planning attorneys to expand Fidelity’s Attorney Access Program
- College degree or equivalent required
- JD highly preferred,
- CFP and/or MBA preferred
- Preferred 7 to 10 years estate planning and trust law experience, preferably at a law firm, trust company or wealth management firm
- FINRA Series 7 and 66 obtained within 3-6 months of employment
23
Estate Planning Director / Partner Resume Examples & Samples
- 8+ years' experience in the areas of estate planning, estate administration, federal estate and gift tax law, along with tax return preparation
- CPA license and Bachelor's in Accounting/Masters in Taxation is preferred
- Ability to manage many tasks, prioritize tasks and deal with ambiguities
- Strong communication skills, leadership abilities and problem solving
24
Estate Planning Consultant Resume Examples & Samples
- Bachelor Degree in related field (Business, Finance, etc.), required
- JD required
- 5-7 years estate planning experience
- NASD Series 7, 63 and 65 (or 66 in lieu of 63 and 65) required within first 6 months of employment
- Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment
- Thorough understanding of estate planning products and advanced techniques
- Interpersonal and Inter-relational Skills - a good listener, especially when suggestions and feedback are offered; must possess the ability to probe and listen; a demonstrated ability to converse with FAs and clients regarding estate planning issues; to work in teams, and to provide sales support
- Communication Skills – Proficient ability to effectively convey quality information in spoken, written, or presentation formats
- Ability to converse with and professionally instruct/train Financial Advisors, high net worth clients, and other sales personnel concerning financial planning topics
- Attention to detail and proofreading skills
- Courteous and efficient telephone skills, as well as with other team members
25
Estate Planning Resume Examples & Samples
- Top 25% of the law school class
- LLM preferred but not required
- Sophisticated estate planning background, must have experience with taxable estates
- Experience with individual and corporate taxes
- Experience handling both trust and estates/estate planning matters, as well as corporate experience with entity formation, dissolution, etc
- Must be a member of the Georgia Bar or willing to sit for it immediately
26
Estate Planning & Tax Associate Resume Examples & Samples
- Exceptional interpersonal and communication (written and verbal) skills
- Strong client service ethics
- Demonstrated history of project management and willingness to work hard in a team-oriented setting, but with significant independence
- Oregon State Bar admission required
- JD degree from an accredited law school
- LL.M. in Taxation or CPA preferred
27
Real Estate Planning Specialist Resume Examples & Samples
- Engages, under guidance from the Client Relations Managers, the appropriate in-house teams and outside service providers necessary to successfully execute all aspects of assigned projects, including business needs analysis, capital planning, site selection and planning analysis, lease negotiation, construction implementation, delivery for occupancy and close-out. Scope of responsibilities may include any/all or only certain aspects for each project depending on assignment
- Responsible to identify, evaluate, recommend and implement disposition solutions of excess space. Works with internal and external partners to perform financial review and analysis, determine restructuring and P&L impact, conduct subtenant evaluations and sublease negotiations, obtain landlord approvals and deliver space ready for subtenant occupancy
- Provides analysis and support to the Client Relations Managers in developing key performance indicators and occupancy metrics to drive efficient and consistent utilization of real estate across each institution’s portfolio
- Serves as the key communicator and liaison between the institution and the property manager on all matters pertaining to use of the premises, lease provision enforcement and other such operating inquiries that may arise during a client’s tenancy. As the key communicator and liaison, the Real Estate Planning Specialist will actively lead or participate in all discussions and be accountable to follow-up on deliverables
- Supports the Client Relations Managers in data gathering of pre-acquisition due diligence initiatives. Prepares documentation and reports necessary for Real Estate team report out of findings, opportunities and risks. Actively participates with and supports the Client Relations Managers in preparing and delivering effective student housing solutions across all institutions, including the development of partnerships with on-line housing inventory providers and landlords
- Exercises effective occupancy cost control by negotiating competitive lease agreements with beneficial rental rates, through oversight of project costs and by reduction in capital expenditures
- Monitors lease expiration/renewal and option dates to ensure timely completion of all assigned projects. Provides project status reporting on a regular basis and maintains accurate data for all assigned properties
- Assists in identifying, employing and leading key initiatives for the Real Estate department to improve process, reduce operating costs, and maximize space utilization
- Performs, with Project Management and appropriate Real Estate team members, post occupancy evaluations for assigned projects and continues to evaluate site needs of the institution in support of its strategy
- Undergraduate degree in related discipline (business, real estate, architecture, engineering or law)
- 3-5 years corporate or commercial real estate (or related) experience
- Design, engineering or construction background combined with project management experience desirable
- Understanding of legal and financial aspects of a real estate transaction
- Strong written and oral communications skills, ability to lead teleconference and on-site meetings
- Strong computer skills (analytical and report writing) necessary
- 10-15% travel anticipated
28
Real Estate Planning Analyst Resume Examples & Samples
- Oversee, update and analyze occupancy planning, headcount and seat count metric and reporting
- Create and present occupancy utilization reports
- Maintain and track space plans for KPMG U.S. offices
- Provide real estate and space program planning project updates
- Liaise and present to various KPMG internal stakeholders and leaders updates and summaries on space planning
- Identify, organize and develop space planning and data quality improvement projects
- A minimum of three years of data and planning analysis experience, preferably within a real estate, large corporate or similar commercial space environment
- Bachelor's degree in Architecture or from an accredited college or university; Master’s degree from an accredited college or university is preferred
- Experience working with Excel, and creating and utilizing pivot tables
- Competence with data analysis, data accuracy and database management
- Strong project management, analytical and problem solving skills
- Demonstrated strong verbal and written communication skills and the ability to interact professionally with a diverse team of resources
29
Tax & Estate Planning Consultant Resume Examples & Samples
- Providing accurate and timely technical information to investment and wealth management advisors, wholesalers and RTREPS with respect to tax, estate planning and regulatory matters
- Increase the knowledge, understanding and comfort of top tier advisors, wholesalers and other target audiences with investment products by identifying and developing sales concepts/strategies (including illustrations and presentations to support these concepts/strategies), communicating on topical matters or new legislation and by developing and delivering educational and sales seminars
- Providing tax expertise and analysis on new product development initiatives as well as initiatives impacting existing clients to ensure that the most effective tax treatment has been considered and that no negative surprises result. Support other internal partners (e.g. marketing) with our tax and legal expertise
- Professionally represent Manulife on influential industry or internal committees with respect to legislative and company initiatives respectively, relating to investment products and ensure that the interests of Manulife or TREPS are brought forward in a timely and influential manner
- Legal or accounting designation plus the CICA in depth tax course or a strong background in tax
- Expertise in the taxation of Investment Products and Estate planning and financial planning (CFP) skills are strong assets
- Computer software knowledge (spreadsheets and word processing)
- Strong oral and written communication and presentation skills
- Excellent organizational and prioritization skills and ability to meet tight deadlines
- Ability to think creatively to identify sales and product opportunities arising out of legislation
- Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and power point presentations to support a sales concept package
- Ability to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels in a way that educates them and serves our investors best
- Strong interpersonal skills; must have the ability to interpret and communicate technical information to a non-technical audience
- Accuracy and attention to detail
30
Estate Planning Specialist Resume Examples & Samples
- Your strong organizational skills and attention to detail
- Your strong presentation skills and ability to relay complex information understandably
- Your creative problem resolution skills
- Your consistent trend of meeting and exceeding targeted business metrics
- Your demonstration of strong leadership skills and mentoring, training and serving as resource across Fidelity's many business units
- Your ability to travel to meet the requirements of the role
31
Estate Planning Strategist Resume Examples & Samples
- J.D. minimum required; LL.M. and/or accounting degree preferred
- Significant prior trusts and estates experience with a law or accounting firm
- Broad and deep knowledge of estate planning and tax planning strategies
- Strong income tax background as related to estate planning strategies
- Some cross-border knowledge helpful
32
Real Estate Planning & Design Intern Resume Examples & Samples
- Delivering an excellent move experience for all customers including; agreeing and setting realistic move dates with the customer and vendors; providing a single point of communication between all requestors and business partners, ensuring work is completed in a timely and satisfactory manner
- Management of the ITSM system for all related moves, adds, changes or requests (IMACD)
- Planning and coordination of small projects with space planning and the facility coordinator, such as conference room changes, furniture reconfiguration, and other minor modifications
- Coordinating with all internal and external business partners and vendors to set move dates and schedule project activities
- Organizing, documenting and implementing all phases of assigned moves/projects to satisfy project requirements and achieve business goals. This includes managing master schedule/tracker, updating notes in ITSM, Work order system, and other company systems as requested
- Creation of tools to track overall satisfaction and simplifying move process (surveys, templates etc.)
- Currently pursuing a Bachelor's degree in Business, Economics or related major
- Must possess strong work ethic and professionalism
- Self-motivated with strong attention to detail, ability to work independently
- Ability to manage multiple projects, organize, and coordinate multiple deadlines in a fast-paced work environment
- Ability to follow up, and see a project or task through to completion
- Knowledge of Microsoft Office product suite (Outlook, Excel, PowerPoint, Access)
- Ability and willingness to perform a wide variety of tasks, including occasional administrative tasks
- Ability to quickly learn new programs and software such as real estate space management software and financial payment systems
- Intellectual Curiosity and Enthusiasm
33
Real Estate Planning Analyst Resume Examples & Samples
- Oversee, update and analyze real estate occupancy planning, headcount and seat count metric and reporting
- Minimum of five years of data and planning analysis experience, preferably within a commercial real estate, large corporate or similar commercial space environment
- Bachelor's degree in Architecture, Interior Design or from an accredited college or university; Master’s degree from an accredited college or university is preferred
34
Estate Planning Specialist Southeast Market Resume Examples & Samples
- Your excellent customer service and communication skills, both verbal and written
- Your ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiency
- Your ability to think strategically and tactically
- Demonstrated creative problem resolution
- Your ability to take initiative and work independently
- Your strong team orientation and ability to function as a team player
- Your consistent trend of meeting and exceeding all sales business metrics
- Your demonstration of strong leadership skills and mentoring, training and serving as resource across Fidelity’s many business units
35
Gift & Estate Planning Coordinator Resume Examples & Samples
- Manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain digital records and produce reports related to realized planned giving expectancies, and; serve as a primary liaison for the Office of Planned Giving to the Office of General Counsel and Finance Office
- Oversee the planned gift acceptance process for new bequest intentions and life-income gifts, including documenting and recording new gifts, maintaining and reporting on a book of planned giving expectancies, and on-boarding new members of the 1842 Heritage Society
- Coordinate the administration of life insurance gifts, including payment of annual premiums and facilitation of regular policy reviews by outside advisors
- Manage data requests, reviews, and reporting for the Office of Planned Giving
- Respond to inquiries from individuals who are interested in learning about planned giving, or who have included the University in their will or estate plan
- Support planned giving events, including development of invitation/mailing lists, coordination and distribution of invitations, and on-site event support
- 3+ years of experience in trusts and estates, fundraising, or program administration
- Knowledge of the estate planning and probate process
- Attention to detail and strong communication skills, along with significant organizational and analytical skills required
- Ability to manage up and influence others
- Must be able to work collaboratively
- Knowledge of planned giving tools and techniques a plus
- A strong knowledge of and desire to associate with Villanova University’s mission
- Ability to interpret and respond to legal documents
- Ability to communicate effectively to diverse groups of external and internal constituents
- Knowledge of general office equipment including personal computers, word processing software, spreadsheet software and database software required. Knowledge of PG Calc software (Bequest Manager and Gift Wrap) a plus
