Estate Planning Consultant jobs in Federal Way, WA

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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Leasing Consultant (Lakewood)
  • Indigo Real Estate
  • Lakewood, WA FULL_TIME
  • Join the Indigo Real Estate Team!

    Your wellness is our priority. Your growth is our success. Your happiness makes all the difference.

    Job Title: Leasing Consultant 

    Location: Lakewood, Wa

    Reporting to: Community Director

    Type: Full - Time

    Schedule: (Tuesday to Saturday) Weekend Required; willing to train

    Job Description

    At Indigo Real Estate, we attribute much of our properties’ successes to the strengths of our team members and we are seeking a Leasing Consultant who is passionate about customer service and driven to succeed.

    We are looking for a highly-organized, energetic, self-starter who enjoys a fast-paced work environment and takes ownership in all aspects of their work. The successful candidate will possess outstanding customer service and sales talents, multitasking and problem-solving skills and the ability to react with appropriate levels of discretion and urgency to situations or events that require quick response and superb communication. This candidate will be passionate about providing exceptional service and hospitality to consistently exceed customer expectations, finding great satisfaction in helping to create a sense of community. They will also demonstrate a strong sense of initiative, a collaborative work style, and a strong work ethic, taking pride in accurate data-entry, accounting, reporting and administrative work product. This position may require weekend and holiday work.  Physical aspects of the job include the abilities to lift and carry up to 35 pounds, standing/walking for long periods of time, bending, kneeling, stooping, climbing, and balancing.

    Objectives of this Role

    • Coordination of all activities related to apartment rentals, move-ins, move-outs, and lease renewals.
    • Intensive, professional customer service interacting with prospective and current residents to achieve maximum occupancy and ensure resident retention.
      • Welcoming, helpful presence to all current and prospective residents and customers.
      • Professional responsiveness to walk-in, telephone and e-mail inquiries.
      • Guiding scheduled and unscheduled tours of the property.
      • Preparing lease and lease renewal documentation.
      • Assist in coordination of resident/community events and gatherings.
      • Assist in coordination of resident/community maintenance service requests.
    • Timely, accurate recording of required data using Yardi Property Management software.
    • Prepare and generate documents and reports, manage routine processes and correspondence.
    • Collaborate to support property marketing strategies consistent with established procedures.
    • Assist in coordination and updates to advertisements and listings, especially via third-party Independent Listing Services (ILS).
    • General administrative support for the Business Manager, and other duties as assigned.
    • Timely, accurate recordkeeping to ensure property compliance according to affordable-housing standards.
    • Experience in supporting lease-up/property launch goals and timelines.

    Desired Experience

    • Prior experience in affordable housing/LIHTC multi-family property preferred.
    • Experience in sales or administrative and accounting assistance.
    • Excellent verbal and written communication skills.
    • Ability to exercise quick and accurate judgement and maintain confidentiality.
    • Effective conflict resolution and customer service skills.
    • Ability to set priorities and multi-task with a strong attention to detail.

    Employment Benefits

    Indigo offers a positive, team-oriented work environment, competitive hourly wage, performance incentives, and a full benefits package for full-time employment upon meeting eligibility requirements.

    • Pay $19.00-$21.00 per hour DOE
    • Compensation is highly competitive based on experience
    • Medical/Dental/Vision
    • Medical Flex-spend Account
    • Life Insurance
    • 401(k) Retirement Savings plan with Employer match
    • Vacation Time
    • Sick & Safe Leave
    • Additional employee resource programs

    Compensation: $19 - $21 DOE

    Indigo Real Estate is a WA Best Workplaces Winner

    Indigo is committed to the full inclusion of all qualified individuals. As part of this commitment, Indigo will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Shannon Steinbeigle, SHRM-CP, HR Manager at shannons@indigorealestate.com or Tiffany Kahn, HR and Benefits Manager at tiffany@rminc.com.

  • 7 Days Ago

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Real Estate Agent/Realtor
  • Williams Ave. Real Estate
  • Bonney Lake, WA FULL_TIME
  • Let us Help you Grow Your Real Estate Business! Are you looking to start or take your real estate career to the next level? Williams Ave. Real Estate brokered by Real wants to help make this become a ...
  • 10 Days Ago

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Real Estate Agent Partner
  • Burnett Real Estate Co.
  • Gig Harbor, WA FULL_TIME
  • Summary You have the opportunity to be surrounded by and learn from and grow with the top 20% of real estate professionals in North America. Come grow with us as a Real Estate Agent. We have a proven ...
  • 10 Days Ago

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Real Estate Agent
  • Burnett Real Estate Co.
  • Gig Harbor, WA FULL_TIME
  • Summary You have the opportunity to be surrounded by and learn from and grow with the top 20% of real estate professionals in North America. Come grow with us as a Real Estate Agent. We have a proven ...
  • 14 Days Ago

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Real Estate Broker
  • Windermere Real Estate
  • Enumclaw, WA FULL_TIME
  • At Windermere Real Estate, we believe that being a Real Estate Broker is more than just a job, it's a true calling. We strive to go above and beyond for our clients and communities, because we are com...
  • Just Posted

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Real Estate Agent
  • Windermere Real Estate
  • Enumclaw, WA FULL_TIME
  • At Windermere Real Estate, we believe that being a Real Estate Agent is more than just a job, it's a true calling. We strive to go above and beyond for our clients and communities, because we are comm...
  • Just Posted

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0 Estate Planning Consultant jobs found in Federal Way, WA area

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Land Acquisition Manager
  • Lennar Homes
  • Federal Way, WA
  • Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
  • 5/19/2024 12:00:00 AM

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Domestic Violence Paralegal
  • City of Auburn, WA
  • Auburn, WA
  • Salary : $79,942.56 - $98,316.24 Annually Location : Auburn, WA Job Type: Full-Time Department: Legal Division: Legal Op...
  • 5/18/2024 12:00:00 AM

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Facility Manager
  • Apple
  • Seattle, WA
  • Facility Manager Seattle,Washington,United States Corporate Functions In RE&D, we dont sit back and let things happen, w...
  • 5/17/2024 12:00:00 AM

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FINANCIAL CONSULTANT
  • Manning & Napier
  • Summary As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new rel...
  • 5/17/2024 12:00:00 AM

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Leasing Consultant- Lynnwood
  • Indigo Real Estate
  • Lynnwood, WA
  • Indigo Real Estate is seeking a full-time Leasing Professional to oversee the day to day leasing operations of an afford...
  • 5/16/2024 12:00:00 AM

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Director of Community Development
  • City of Des Moines Washington
  • Seattle, WA
  • Join our dynamic team as the Director of Community Development! Reporting to the City Manager, you'll lead our Community...
  • 5/16/2024 12:00:00 AM

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New Home Consultant
  • Lennar Homes
  • Seattle, WA
  • Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
  • 5/15/2024 12:00:00 AM

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Leasing Consultant (Multi Property)
  • Indigo Real Estate
  • Seattle, WA
  • Join the Indigo Real Estate Team! Your wellness is our priority. Your growth is our success. Your happiness makes all th...
  • 5/15/2024 12:00:00 AM

Federal Way is a city in King County, Washington, United States. It is a coastal city within the Seattle metropolitan area. The population was 95,171 at the 2015 American Community Survey. Federal Way is currently the 9th largest city in Washington State and the 5th largest in King County, according to the Census Bureau's 2015 population estimate. Federal Way is located at 47°18′47″N 122°20′21″W / 47.31306°N 122.33917°W / 47.31306; -122.33917 (47.312960, −122.339173). According to the United States Census Bureau, the city has a total area of 22.46 square miles (58.17 km2), of which, 22.26 s...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,612 to $154,946
Federal Way, Washington area prices
were up 2.8% 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