Estate Planning Strategist
3 weeks ago
In this position, you will assist in developing comprehensive strategic prospecting, marketing, and stewardship plans for our Office of Estate and Gift Planning. This will involve identifying and researching prospective donors, developing and executing cultivation and solicitation strategies, and working closely with gift officers to train them on planned giving. You will also be responsible for managing an active portfolio of prospects, cultivating and soliciting planned gifts, and coordinating one-on-one cultivation visits and gift solicitations.
The ideal candidate will have a bachelor's degree in a relevant field and a minimum of 5 years of experience in fundraising, particularly in planned giving. They will also possess excellent knowledge of business and management principles, as well as the ability to direct, manage, implement, and evaluate department operations.
This is a full-time position that offers a competitive salary range of $80,000 - $110,000 per year, depending on experience. If you are a motivated and results-driven individual who is passionate about estate planning and philanthropy, we encourage you to apply.
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Estate Planning Professional
4 weeks ago
Coral Gables, Florida, United States Trust Counsel, P.L. Full timeAt Trust Counsel, P.L., we are dedicated to empowering families with comprehensive planning & asset protection strategies. We are seeking an enthusiastic and dedicated Estate Planning Paralegal who shares our mission and values to join our growing team in Coral Gables, FL.This is a long-term position with room for growth as we always look to promote from...
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Senior Estate Planning Specialist
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeAbout Us Trust Counsel PL is an estate planning and asset protection law firm dedicated to helping clients preserve and protect their family, assets, and legacy. We are a team of experienced attorneys who provide expert guidance on U.S. estate planning and administration, tax and wealth transfer planning, and fiduciary representation.Our Mission Our mission...
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Estate Planning Attorney Assistant
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeJob OverviewWe are a boutique law firm specializing in estate planning, asset protection, and estate administration. Our team is passionate about helping clients preserve and protect their legacy.
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Estate Planning Manager
4 weeks ago
Coral Gables, Florida, United States Charitable Gift Planners of West Virginia Full timeJob OverviewThe Planned Giving Council of the Mid-South is seeking a highly skilled Estate Planning Manager to join our team. This role will play a key part in developing comprehensive strategic plans for prospecting, marketing, and stewardship.As an Estate Planning Manager, you will be responsible for identifying and researching prospective donors,...
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Estate Planning Paralegal Client Advocate
4 days ago
Coral Gables, Florida, United States Trust Counsel, P.L. Full timeAbout Our Law FirmAt Trust Counsel, P.L., we are dedicated to helping clients protect their legacy and preserve their wealth for future generations. We specialize in estate planning, asset protection, and estate administration, providing comprehensive solutions tailored to each client's unique needs.The Role of an Estate Planning ParalegalWe are seeking a...
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Estate Planning and Asset Protection Expert
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeGrow Your Career As a Senior Estate Planning Specialist at Trust Counsel PL, you will have the opportunity to grow your career and develop your skills in estate planning and administration, tax and wealth transfer planning, and fiduciary representation. Our team is dedicated to helping you succeed and offers ongoing support and guidance to ensure your...
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Client Services Expert for Estate Planning
3 days ago
Coral Gables, Florida, United States Trust Counsel, P.L. Full timeTrust Counsel, P.L. is a boutique firm of dedicated attorneys that specialize in estate planning, asset protection, and estate administration. We are passionate about helping clients preserve and protect their legacy and are seeking an experienced Estate Planning Paralegal to join our team.As a hybrid of paralegal and Client Services Specialist, this role...
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Estate Planning Client Engagement Specialist
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeWe are seeking an Estate Planning Client Engagement Specialist to drive our firm's positive impression among prospective clients. Our team of dedicated attorneys at Trust Counsel PL helps families protect their rich life and leave a lasting legacy.The ideal candidate will have a blend of intelligence, creativity, empathy, and compassion to effectively...
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Experienced Estate Planning Attorney Expert
3 weeks ago
Coral Gables, Florida, United States Trust Counsel PL Full timeAbout the RoleWe are seeking a highly skilled and experienced estate planning attorney to join our team at Trust Counsel PL. As a key member of our team, you will be responsible for all facets of client matters, including analyzing clients' situations, devising practical solutions, composing and editing intricate planning documents, liaising with clients,...
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Estate Planning Attorney
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeTrust Counsel PL: Estate Planning Attorney RoleWe are a boutique law firm dedicated to helping high-net-worth individuals and families preserve their legacy through expert estate planning, asset protection, and trust administration services.About the RoleThis is an exciting opportunity for an experienced estate planning attorney to join our team as a senior...
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Estate Planning Associate
4 days ago
Coral Gables, Florida, United States Veliz & Associates, PA. Full timeAbout the RoleOur esteemed estate planning and probate law firm seeks a skilled Paralegal to provide exceptional service to clients while collaborating with attorneys to deliver customized legal solutions.As a key member of our team, you will play a vital role in helping our clients navigate the probate process, providing expert guidance, patience, empathy,...
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Estate Planning Director
3 weeks ago
Coral Gables, Florida, United States University of Miami Full timeOverviewThe University of Miami seeks a highly skilled Estate Planning Director to join its Division of Development and Alumni Relations. This key role will be responsible for developing comprehensive strategic prospecting, marketing, and stewardship plans to capture philanthropic support for the university.About UsThe University of Miami is a vibrant and...
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Coral Gables, Florida, United States Trust Counsel PL Full timeWe are seeking a seasoned Probate Attorney to join our team at Trust Counsel, PL. As a boutique firm specializing in family wealth succession, we require an attorney who is experienced in estate planning, asset protection, and estate administration.About the RoleThis is a full-time position that involves managing cases from start to finish, delegating tasks...
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Architecture and Planning Principal
4 days ago
Coral Gables, Florida, United States AECOM Full timeAbout This OpportunityWe seek an experienced Architecture Principal, Transit and TOD, to drive the growth of professional services related to passenger stations, multi-modal transportation infrastructure, and Transit-Oriented Development (TOD).The successful candidate will be an architect or planner with subject matter expertise in designing and delivering...
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Trust and Estate Lawyer
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeEstate Planning Expertise At Trust Counsel PL, we specialize in U.S. estate planning and administration, tax and wealth transfer planning, and fiduciary representation. Our team of experienced attorneys provides expert guidance to help clients navigate complex estate planning issues and achieve their goals. Whether it's creating a comprehensive estate plan,...
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Law Firm Trusts and Estates Assistant
3 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeUnlock Your Potential in Estate PlanningWe are a dynamic and purpose-driven law firm dedicated to helping clients preserve and protect their legacy. As a member of our team, you will have the opportunity to develop your skills and knowledge in estate planning and estate administration law.Our mentors offer instruction and feedback on assignments as well as...
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High-Volume Real Estate Agent
3 weeks ago
Coral Gables, Florida, United States ONEPATH REALTY Full timeKey ResponsibilitiesList and sell residential real estate propertiesNegotiate purchase agreements and contracts with buyers and sellersPrepare market analysis to determine property valueEducate clients on real estate procedures and best practicesWe offer a competitive compensation plan, which includes a base salary of $48,226.91 - $196,492.21 per year, plus...
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Client Relationship Builder Estate Planner
2 days ago
Coral Gables, Florida, United States Trust Counsel PL Full timeWe are looking for a Client Relationship Builder Estate Planner who can proactively acquire new clients and build long-lasting relationships with existing ones. Our mission is to extend our reach and assist more individuals in achieving their goals.Responsibilities:Collaborate with our team to identify potential clients and develop strategies to engage them...
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Trusts and Estates Law Firm Job
21 hours ago
Coral Gables, Florida, United States Trust Counsel PL Full timeJob DescriptionDraft legal documents, including memos, briefs, and pleadings under attorney supervision to meet court deadlines and client needs.Assist in case management by organizing and maintaining legal files, tracking important deadlines, and scheduling appointments and court appearances.These responsibilities provide exposure to different aspects of...
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Coral Gables, Florida, United States University of Miami Full timeJob Summary:The University of Miami seeks a seasoned telecommunications strategist to lead the development, implementation, and maintenance of its comprehensive data, voice, and video communication systems. This key role oversees the formulation and study of information networks development projects, including market research, cost and revenue analysis,...