Estate Planning Consultant jobs in Binghamton, NY

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Real Estate Administrative Professional
  • The Jill Burlington Team at Warren Real Estate
  • Ithaca, NY FULL_TIME
  • **Company Overview:**
    Join the dynamic and client-centric team of the top producing agent in Ithaca, NY- a renowned real estate agent dedicated to providing exceptional service and guidance to clients throughout their home buying or selling journey. With a focus on professionalism, integrity, and client satisfaction, there is a commitment to delivering unparalleled support and expertise in the real estate market.

    **Position Overview:**
    We are seeking a highly organized and enthusiastic Real Estate Administrative Professional to play a pivotal role in supporting the Agent and her team in delivering outstanding service to clients. This individual will serve as the backbone of the team, ensuring smooth operations, fostering client relationships, and upholding the brand's reputation for excellence.

    **Responsibilities:**
    -Assist the agent with paperwork that helps guide clients through the home buying or selling process with care, attention to detail, and exceptional customer service (does not include activities that a real estate license is required to perform)
    - Support the agent in all aspects of client interactions, including scheduling appointments, preparing materials, and coordinating meetings.
    - Manage day-to-day administrative tasks with efficiency and precision, demonstrating the ability to prioritize and adapt to changing priorities.
    - Make executive decisions aligned with the vision and values of the agent, reflecting professionalism and dedication to client satisfaction.
    - Serve as the face of the top producing agent, embodying the brand values and maintaining a positive and welcoming demeanor in all client interactions.
    - Demonstrate flexibility and adeptness in multitasking, seamlessly transitioning between various tasks and ensuring each task is completed to 100% satisfaction.
    - Provide support to the team as needed, including organizing team meetings, arranging guest speakers, and facilitating knowledge-sharing sessions to enhance team success.
    - Uphold confidentiality and professionalism in handling sensitive client information and business matters.

    **Qualifications:**
    - Previous experience in real estate administration or a related field is preferred.
    - Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
    - Strong interpersonal and communication skills, with a genuine passion for helping clients navigate the real estate process.
    - Proactive and resourceful, with the ability to work independently and make informed decisions in line with business objectives.
    - Proficiency in office software and tools, including Microsoft Office Suite and CRM systems.
    - Ability to adapt to a fast-paced environment and remain composed under pressure.
    - Commitment to upholding the values and reputation of the agent, including integrity, professionalism, and client-centricity.

    **Join Our Team:**
    If you are a motivated and dedicated individual who thrives in a fast-paced environment and shares our commitment to excellence and client satisfaction, we invite you to join our team! Apply today to be part of a dynamic team that values collaboration, innovation, and delivering exceptional results in the real estate industry.

    Job Type: Full-time

    Pay: $19.00 - $23.00 per hour

    Expected hours: 40 – 50 per week

    Benefits:

    • Paid time off

    Schedule:

    • 8 hour shift
    • Day shift
    • Evening shift
    • Morning shift
    • Weekends as needed

    Ability to Relocate:

    • Ithaca, NY 14850: Relocate before starting work (Required)

    Work Location: In person

  • 6 Days Ago

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Planning Director
  • Schuyler County New York
  • Watkins, NY FULL_TIME
  • LAST DATE TO FILE: Applications accepted until position is filled. SALARY: $79,940 - $89,933 commensurate with education and experience. Excellent benefit package which includes: NYS Retirement; Healt...
  • 22 Days Ago

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Planning Coordinator
  • Integrated Resources INC
  • Corning, NY FULL_TIME
  • Company DescriptionIntegrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent ...
  • 1 Month Ago

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CONSULTANT
  • HCLTech
  • Maine, NY FULL_TIME
  • JD Attached (1.) Depending on the work environment, the subject matter expert may lead or be an active participant of a work-group with the need for specialized knowledge. 2.) Meet all agreed-upon tur...
  • 18 Days Ago

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Maintenance
  • Spinoso Real Estate Gro
  • Horseheads, NY FULL_TIME
  • Summary The Senior Maintenance Technician has the overall responsibility to ensure building and equipment compliance with State and Federal regulations; ensure timely execution of complicated repairs ...
  • 23 Days Ago

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Groundskeeper/Landscaper
  • JFM Real Estate
  • Vestal, NY FULL_TIME
  • Job Title: Groundskeeper/Landscaper Reports to: Grounds Maintenance Supervisor Type: Non-Exempt Essential Job Duties: The essential job duties referenced below are important for the job to be accompli...
  • 2 Days Ago

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0 Estate Planning Consultant jobs found in Binghamton, NY area

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JCLC - Program Assistant
  • Broome-Tioga BOCES
  • Binghamton, NY
  • MAJOR RESPONSIBILITIES: + Plans, coordinates, and oversees special projects + Organizes and maintains central filing sys...
  • 4/30/2024 12:00:00 AM

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Resident Assistant (COMPETITIVE PAID CNA COURSE!)
  • Crown Park Rehabilitation and Nursing Center
  • Cortland, NY
  • Unemployment running out? No jobs available after the shut down? Now is the time to become an essential employee in the ...
  • 4/28/2024 12:00:00 AM

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Maintenance Tech
  • Live More Ithaca
  • Ithaca, NY
  • Live More Ithaca is an Ithaca-based property management company that works alongside our real estate development company...
  • 4/27/2024 12:00:00 AM

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VP, Facilities - Service Center Leader
  • Esfm Usa
  • Johnson City, NY
  • Job Summary: Working as a Service Center Leader you are responsible for leading our business services operations center....
  • 4/27/2024 12:00:00 AM

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House/dog sitter
  • Cornell Botanic Gardens
  • Ithaca, NY
  • Title: House/dog sitter **Job Description**: I have to travel to Florida to help my sisters with moving my parents and w...
  • 4/27/2024 12:00:00 AM

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Housekeeping Floor Aide
  • Beechtree Center for Rehabilitation and Nursing
  • Ithaca, NY
  • Beechtree Center for Rehabilitation and Nursing - Floor Care Aides Wanted - Join Our Compassionate Team at Beechtree Cen...
  • 4/27/2024 12:00:00 AM

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VP, Facilities - Service Center Leader
  • ESFM® USA
  • Johnson City, NY
  • Job Summary: Working as a Service Center Leader you are responsible for leading our business services operations center....
  • 4/26/2024 12:00:00 AM

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Community Manager (PT) - Read Memorial - Hancock, NY
  • Bryten Real Estate Partners
  • Hancock, NY
  • Job Details Job Location 969-Read Memorial - Hancock, NY Salary Range $21.00 - $24.00 Hourly Description We're excited t...
  • 4/26/2024 12:00:00 AM

Binghamton /ˈbɪŋəmtən/ is a city in, and the county seat of, Broome County, New York, United States. It lies in the state's Southern Tier region near the Pennsylvania border, in a bowl-shaped valley at the confluence of the Susquehanna and Chenango Rivers. Binghamton is the principal city and cultural center of the Binghamton metropolitan area (also known as Greater Binghamton, or historically the Triple Cities), home to a quarter million people. The population of the city itself, according to the 2010 census, is 47,376. From the days of the railroad, Binghamton was a transportation crossroads...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$95,603 to $138,947
Binghamton, New York area prices
were up 1.5% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020