Estate Planning Director jobs in Taylor, MI

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Client Comfort/Receptionist
  • SSR LAW: Elder Law & Estate Planning
  • Utica, MI PART_TIME,FULL_TIME
  • Receptionist/Client Comfort

    Employment type: full-time

    Small elder law, estate planning and probate law firm looking for a receptionist/client comfort person to further our core values of: Compassionate. Innovative. Strong. Dependable!

    Those duties include:

    1. Greeting and seating clients;

    2. Answering phone calls;

    3. Scheduling and confirming appointments;

    4. Maintaining the lobby and conference rooms;

    5. Mailing and emailing documents to clients; and

    6. Various duties related to the overall client experience.

    The ideal candidate will have these qualities:

    1. Two years of reception/service industry experience;

    2. Great attention to detail (this might be the most important of all);

    3. Comfort working in a small team environment (i.e. not always a lot of people to hang out and talk with);

    4. Easy travel to Shelby Township;

    5. Personable (i.e. good client service qualities);

    6. Great organizational skills and pride in their work; and

    7. Works well with others

    Our goal has always been to create a law firm that provides excellent client service and also provides a safe, pleasant, fun, work environment that people look forward to coming to.

    DIRECTIONS TO APPLY:

    To apply for this position, email your resume and cover letter to careers@ssrlawoffice.com.

    In the Subject line of your email, type your last name in all caps followed by the title of this job. In the body of the email, include a cover letter, providing the following information:

    Paragraph 1: Tell us what excites you the most about this position.

    Paragraph 2: Tell us why you are the person we should hire.

    Paragraph 3: Tell us which of these Core Values you are most aligned with, providing an example from your prior work experience.

    Paragraph 4: Whether you like chocolate or vanilla better.

    Looking forward to hearing from you!

    Job Types: Full-time, Part-time

    Pay: $17.00 - $22.00 per hour

    Benefits:

    • 401(k)
    • Paid time off

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 7 Days Ago

A
Estate Planning Paralegal
  • Alphanet
  • Troy, MI FULL_TIME
  • Role: Estate & Succession Planning Paralegal Location: Troy, MI Fulltime/Permanent Description: Provide support and assistance to the attorneys during all phases of probate, trust administration, esta...
  • 15 Days Ago

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Estate Planning Attorney
  • Plunkett Cooney, P.C
  • Bloomfield, MI FULL_TIME
  • Position: Estate Planning Attorney Location: Bloomfield Hills, MI Plunkett Cooney, one of the largest and most accomplished law firms in the Midwest, is seeking an Estate Planning/Probate Attorney, to...
  • 14 Days Ago

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Estate and Succession Planning Paralegal
  • BUTZEL LONG
  • Troy, MI FULL_TIME
  • 4.1.2024 LOCATION: Troy GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning mat...
  • 1 Month Ago

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Director of Community Planning and Development
  • City of Lincoln Park
  • Lincoln, MI FULL_TIME
  • Director of Community Planning and Development General Statement of Duties: Oversees the daily operation of community development activities and provides policy guidance in community development areas...
  • 2 Days Ago

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Director of Financial Planning & Analysis
  • SVS Vision
  • Mount Clemens, MI FULL_TIME
  • Company OverviewAbout the Fielmann Group:The Fielmann Group is a highly successful German family business with a market value of 2.5 billion. It holds the distinction of being the third largest optica...
  • 3 Days Ago

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0 Estate Planning Director jobs found in Taylor, MI area

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Assistant Clinical Manager-Orthopedics B3-Full time-Rotating Shifts-Detroit
  • Henry Ford Hospital
  • Detroit, MI
  • Would you like to speak with a Nurse Recruiter? At Henry Ford Hospital, all nurses strive to provide exceptional patient...
  • 5/24/2024 12:00:00 AM

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Colleague Compensation and Incentive Governance Director
  • Huntington Bancshares, Inc.
  • Detroit, MI
  • The Colleague Compensation and Incentive Governance Director is responsible for the strategy, design, performance analys...
  • 5/24/2024 12:00:00 AM

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Executive Director
  • Local Initiatives Support Corporation
  • Detroit, MI
  • What We Do With residents and partners, LISC forges resilient and inclusive communities of opportunity across America - ...
  • 5/23/2024 12:00:00 AM

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Senior Director Financial Planning & Analysis
  • MASTRONARDI PRODUCE-USA, INC.
  • Livonia, MI
  • Mastronardi Produce pioneered the commercial greenhouse industry in North America, and we’re now the leading greenhouse ...
  • 5/22/2024 12:00:00 AM

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Deputy Executive Director of Operations - FORCE Detroit
  • Quatrro HR Services
  • Detroit, MI
  • Our client, FORCE Detroit, a rapidly growing nonprofit organization dedicated to fostering a safer and freer Detroit and...
  • 5/22/2024 12:00:00 AM

A
Branch Manager
  • AVI Foodsystems
  • Taylor, MI
  • AVI Foodsystems seeks an experienced leader to join our team as a Branch Manager near Taylor, MI. The ideal candidate ha...
  • 5/21/2024 12:00:00 AM

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Expert Partner & Associate Director, Large Capital Project Management
  • Boston Consulting Group
  • Detroit, MI
  • Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challeng...
  • 5/21/2024 12:00:00 AM

A
Manager, Transportation Planning and Programming
  • American Society of Civil Engineers
  • Detroit, MI
  • **Manager, Transportation Planning and Programming** Employer Location Detroit, Michigan Salary 86469-134027 Posted Mar ...
  • 5/20/2024 12:00:00 AM

Taylor is a city in Wayne County in the U.S. state of Michigan. Its population was 63,131 at the 2010 census. Originally known as Taylor Township, its residents voted to incorporate it as the City of Taylor in May 1968. It is the 17th most populous city in Michigan and the 543rd in the United States. Taylor Township was named in honor of Zachary Taylor, a national military hero in the 1840s who was later elected the twelfth President of the United States in 1849. Taylor Township was organized on March 16, 1847 from 24 square miles (62 km2) that were originally part of Ecorse Township, Michiga...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$130,736 to $194,435
Taylor, Michigan area prices
were up 1.2% from a year ago

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