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)
Day-to-day
- Create and edit manufacturing routings
- Generate programs for laser operations
- Review manufactured part prints
- Check production inventory and forecasted inventories
- Transfer stock between departments
- Communicate with other departments about material transfers
- Communicate with supply management on purchased parts and stock availability
- Update daily and weekly reports using Excell and other MS office tools
- Occasionally draw and model simple parts for shop
- Troubleshoot part requests from engineers
- Troubleshoot laser programs and manufacturing routings
Systems Used
- SAP
- CREO
- AutoCAD
- MS Office (Excel, Word, PowerPoint)
0 Estate Planning Consultant jobs found in Fargo, ND area