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)
At the Christians Team, we revolutionize real estate with cutting-edge technology and unwavering dedication to delivering exceptional results. Our team builds powerful relationships based on trust, integrity, accountability, and hard work. With relentless determination, we empower and transform the lives of clients, team members, and communities.
As an Administrative Assistant, you'll drive our team's systems and deliver remarkable results to the clients. Your passion for technology and continuous learning will fuel innovative solutions, enhancing the team's growth and efficiency. Coordinating multiple deadlines, paperwork, branding, events, marketing, and more, your meticulous attention to detail and excellent communication skills will support our team's growth goals. As our social media guru, you'll ensure a cohesive and engaging online presence.
To succeed, operate with professionalism, handle multiple projects efficiently, and provide unwavering support with a positive attitude. We take pride in our work and achievements, seeking an individual committed to excellence. This role offers an opportunity to contribute to our organization's growth while advancing your career.
We are seeking a dynamic and detail-oriented Administrative Assistant with an incredible level of drive. In this key role, you will implement systems that drive our team's expansion into multiple locations, fueling our overall business growth. Your passion for technology, continuous learning, and pushing boundaries will be instrumental in creating innovative solutions. As an Administrative Assistant, you will play a crucial role in delivering superior customer service, exceeding client expectations, and leaving a trail of happy and loyal clients in our wake. With attentive listening, deep empathy, and thorough understanding, you will address every client's need with precision and care. Anticipating their needs, you will provide proactive solutions, personalize experiences, and consistently go the extra mile to create moments of delight and surprise.
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0 Estate Planning Consultant jobs found in Rapid City, SD area