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estate planning associate attorney

estate planning professional

Fisher Investments

<div>Overview:
<div>
Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.</div><p><b><br>
The Opportunity:</b></p><p></p><div><br>
As an Estate Planning Professional, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients&rsquo; lives. You will report to the Estate Planning Team Leader.</div><p><b><br>
The Day-to-Day:</b></p><ul><li>
You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information</li><li>
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers</li><li>
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals</li><li>
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners</li><li>
You will manage daily calls with clients and internal partners</li></ul><p><b>
Your Qualifications:</b></p><ul><li>
5+ years of experience working in the trust/estate planning field</li><li>
Experience working on complex estates with an understanding of trusts</li><li>
Experience handling sensitive materials and information</li><li>
Experience building credibility and trust in a short amount of time</li></ul><p><b>
Why Fisher Investments:</b></p><p></p><div><br>
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:</div><ul><li>
100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>
A 50% 401(k) match, up to the IRS maximum</li><li>
20 days of PTO, plus 10 paid holidays</li><li>
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul><p>
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER</p></div>

Estate Planning Professional

Mortellaro Law 

<p>About Mortellaro Law</p><p>As <b>Florida's highest-rated and reviewed Estate Planning and Elder Law firm</b>, we are passionate about delivering top-notch, compassionate services that empower our clients to secure their legacies and futures. Our forward-thinking culture thrives on <b>collaboration, integrity, and excellence</b>; values that guide us as we navigate the complexities of estate planning and long-term elder care planning across Florida. When you join Mortellaro Law, you join a firm committed to comprehensive training and rapid growth.</p><p>Job Overview</p><p>Mortellaro Law is seeking a highly motivated and dedicated Associate Attorney to join our growing Estate Planning and Elder Law practice, based primarily in our <b>Tampa, Florida, main office</b>. We are a dynamic firm with seven locations across Florida, dedicated to delivering exceptional legal services. This entry-level position is an exceptional opportunity for a recent law school graduate or a newly admitted attorney to launch their career with hands-on experience and significant growth potential.</p><p>Ideal Candidate Profile / Basic Qualifications</p><p>We are looking for candidates who meet one of the following criteria:</p><ul><li>Recently took the Florida Bar Exam and are <b>awaiting results</b>.</li><li>Recently passed the Florida Bar Exam and is a <b>newly admitted member of the Florida Bar</b>.</li></ul><p>Key Responsibilities and Training</p><p>The successful candidate will be placed on a probationary period and will receive comprehensive training in all aspects of our practice. Responsibilities will include:</p><ul><li><b>Document Drafting:</b> Learning to prepare and meticulously draft a comprehensive array of estate planning documents, including Wills, Trusts, Powers of Attorney, and advance directives, utilizing <b>Wealth Counsel</b> document drafting software..</li><li><b>Case Management:</b> Managing and maintaining electronic client files and workflow efficiently within the <b>ActionStep Legal Management System</b>.</li><li><b>Instruction &amp; Compliance:</b> Receiving and diligently following instructions not only from seasoned attorneys but also from senior legal staff on firm procedures and client matters, and ensuring compliance with firm policies.</li><li><b>Client Support:</b> Providing support during client meetings and document executions, with an emphasis on professional and clear communication.</li><li><b>Operational Proficiency:</b> Becoming proficient in firm operations and client communication protocols across our multi-office structure.</li></ul><p>Required Skills &amp; Attributes</p><ul><li><b>Bilingual (Spanish/English):</b> <b>Fluency in both speaking and writing in Spanish is required</b> to serve our diverse client base effectively.</li><li><b>Teachable and Eager to Learn:</b> Must possess a strong willingness to receive instruction and integrate feedback from all levels of the firm's leadership and staff.</li><li><b>Organizational Skills:</b> Excellent attention to detail and ability to manage multiple tasks efficiently.</li><li><b>Communication Skills:</b> Strong verbal and written communication abilities.</li><li><b>Professionalism:</b> A commitment to the highest ethical standards and client service.</li><li><b>Technical Literacy:</b> Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is expected, with a commitment to learning specialized legal software.</li></ul><p>Growth and Advancement</p><p>For the right candidate who demonstrates excellence and dedication during the probationary period, a potential opportunity exists to <b>operate one of our satellite offices with full staff support</b>. This offers a clear path to significant responsibility and professional advancement.</p><p>Compensation and Benefits</p><ul><li><b>Salary:</b> Commensurate with experience, qualifications, and stage of Bar admission/status.</li><li><b>Job Type:</b> Full-time (primarily in person, Tampa, FL)</li></ul><p><b>Our comprehensive benefits package includes:</b></p><ul><li>401(k) retirement plan and 401(k) matching</li><li>Health insurance</li><li>Dental insurance</li><li>Vision insurance</li><li>Life insurance</li><li>Paid time off (PTO)</li><li>Paid sick time</li><li>Free parking</li><li>Opportunities for professional development and continuing education.</li><li>A collaborative work culture that values teamwork and innovation.</li></ul><p><b>To Apply:</b> If you are a driven, aspiring attorney ready to commit to a rigorous training program and are looking for a firm that offers a clear path to significant responsibility, we encourage you to apply. Please submit your resume, cover letter, and law school transcript detailing your interest and relevant coursework.</p><p>Job Type: Full-time</p><p>Pay: $85,000.00 - $95,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Application Question(s):</p><ul><li>Prior or during your law school career, did you participate in any internships, clinics, or clerkships focused specifically on Estate Planning, Trusts, or Elder Law? Please describe the nature of that work.</li></ul><p>Education:</p><ul><li>Doctorate (Required)</li></ul><p>Language:</p><ul><li>Spanish (Required)</li></ul><p>Work Location: In person</p>

Estate Planning Associate Attorney

Cushman & Wakefield

<div><p><b>Job Title</b></p>
Transaction Manager<p></p><p><b>
Job Description Summary</b></p>
Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients. Responsibilities include market optimization planning, monitoring internal/external workflows to ensure consistent quality of service and work product, and mentoring and/or oversight of the Transaction Coordinator role.<p><b>
Job Description</b></p><ul><li>Assist with the implementation of portfolio plans that align with the client&rsquo;s real estate goals and objectives</li><li>Collaborate with C&amp;W and non-C&amp;W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease, and purchase</li><li>Manage the flow of key documentation and client communications</li><li>Review and interpret financial analysis</li><li>Oversee revenue tracking of all transactions</li><li>Maintain a database of transaction activity</li><li>Ensure accuracy of all transaction reports</li><li>Present transaction activity to the client</li><li>Lead and/or facilitate client meetings</li><li>Provide suggestions for process and technical improvements relating to the transaction process</li><li>Assist with the onboarding of new team members</li><li>May provide supervision for transactional team members and other team members supporting the transaction activity of the relationship Process Management:</li><li>Assist with the development of standard forms and procedures</li><li>Implement standardized processes/playbooks that create maximum efficiencies and add value</li><li>Assist in measuring transactional performance</li><li>Ensure that all client and broker engagement documentation is executed</li></ul><p></p><p><b>
Transaction Management:
</b></p><ul><li>Coordinate the field broker selection process</li><li>Assist with determining client needs and communicating project parameters</li><li>Coordinate negotiations and management of transactions</li><li>Coordinate legal review of all client leased/owned documents</li><li>Ensure accuracy of financial data and reporting</li><li>Resolve landlord/tenant disputes</li><li>Coordinate client site visits/market tours</li><li>Ensure all State real estate standards are met</li><li>Assist in the management of the client rebate account Strategic Planning:</li><li>Assist in the development of strategic real estate plans</li><li>Identify occupancy cost opportunities</li><li>Ensure implementation of agreed-upon strategy</li><li>Produce and/or support business case development</li><li>Execute strategies by developing action plans</li></ul><p></p><p><b>
KEY COMPETENCIES</b></p><p>
1. Client Service Skills</p><p>
2. Communication Proficiency (oral and written)</p><p>
3. Financial Analysis</p><p>
4. Negotiation Skills</p><p>
5. Organization Skills</p><p>
6. Teamwork Orientation</p><p>
7. Multi-Tasking</p><p></p><p><b>
IMPORTANT EDUCATION</b></p><ul><li>Bachelor&rsquo;s degree (BA/BS) required in any field; finance/real estate preferred</li><li>Must hold active real estate license or be willing to obtain one within one month.</li></ul><p></p><p><b>
IMPORTANT EXPERIENCE</b></p><ul><li>3+ years of real estate experience in transaction management or corporate real estate</li></ul><br>
<p></p>
Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.<br>
<p></p>
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate&rsquo;s experience and qualifications.<br>
<p></p>
The company will not pay less than minimum wage for this role.<br>
<p></p>
The compensation for the position is: $ 76,500.00 - $90,000.00<p></p>
Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.<p></p><p>
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at <b>1-888-365-5406</b> or email <b>HRServices@cushwake.com</b>. Please refer to the job title and job location when you contact us.</p><p></p>
INCO: &ldquo;Cushman &amp; Wakefield&rdquo;</div>

Transaction Manager

Florida Elder Law & Legacy Planning

<p>Florida Elder Law &amp; Legacy Planning is dedicated to quality, integrity, and providing personalized legal service to our clients by helping them with complex issues regarding Medicaid qualification, estate planning, elder law, probate and guardianships.</p><p>We have built our reputation for providing personalized, high-quality legal help and advice to the people of the Tampa Bay area. The Spinks Law Firm uses a team approach to provide legal services so professional, so compassionate and so responsive that our clients fully recognize our dedication to them. This gives us an opportunity to really build on each other&rsquo;s ideas &mdash; there is a synergy to our approach which leads to solutions. Essentially, the whole is larger than the parts. Effective collaborative skills are necessary to work well in a team environment. More importantly, the teamwork environment enhances the results for our clients.</p><p>We are looking for a highly organized and motivated <b>Legal Assistant</b> to join our team, focusing on <b>Medicaid planning</b> and assisting clients with long-term care needs.</p><p><b>Position Overview:</b></p><p>The Legal Assistant will work directly with paralegals, attorneys and clients to support the Medicaid planning process. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently. Experience in elder law or Medicaid planning is preferred but not required; training will be provided for the right candidate.</p><p><b>Responsibilities:</b></p><ul><li>Assist with preparing and filing Medicaid applications.</li><li>Collect, organize, and review financial documents necessary for Medicaid planning.</li><li>Communicate with clients, families, and financial institutions to gather relevant information.</li><li>Prepare correspondence, legal documents, and forms for Medicaid qualification.</li><li>Maintain and update case files, ensuring all deadlines are met.</li><li>Provide support for client meetings, including scheduling, document preparation, and follow-up.</li><li>Assisting in the preparation and submission of VA benefits applications.</li><li>Managing case files and maintaining regular communication with clients to update them on case progress.</li><li>Preparation of correspondence and various legal documents, including contracts and affidavits.</li><li>Organization and maintenance of client files, both physical and electronic.</li><li>Handling incoming calls, providing initial information to clients, and directing inquiries appropriately.</li><li>Scheduling appointments and managing the firm's calendar for optimal efficiency.</li><li>Collaborating closely with team members to ensure seamless delivery of legal services.</li></ul><p><b>Job-Related Skills and Abilities:</b></p><ul><li>Exceptional interpersonal and communication skills.</li><li>Meticulous organization and attention to detail.</li><li>Efficient multitasker with a commitment to meeting deadlines.</li><li>Professional demeanor with a proactive and inquisitive attitude.</li><li>Ability to thrive under pressure.</li><li>Proficient in spoken and written English.</li></ul><p><b>Education/Training/Experience:</b></p><p><i>Required:</i></p><ul><li>Prior experience as a legal assistant or paralegal, preferably in Medicaid planning or elder law.</li><li>Strong organizational and time-management skills.</li><li>Ability to handle sensitive information with discretion and professionalism.</li><li>Excellent verbal and written communication skills.</li><li>Proficiency in Microsoft Office Suite and legal case management software (preferred but not required).</li><li>Ability to work independently and as part of a team.</li></ul><p><i>Preferred:</i></p><ul><li>Familiarity with Clio Case Management software and Wealth Counsel.</li></ul><p><b>Work Location:</b> In Person</p><p><b>Schedule:</b> 8-hour shift, Monday to Friday</p><p><b>Job Type:</b> Full-time, hourly</p><p><b>Supplemental pay types:</b> Opportunity for bonus pay</p><p>At Florida Elder Law &amp; Legacy Planning, we are committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment based on race, color, religion, age, sex, national origin, disability status, genetics, protected Veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.</p><p><b>Expected hours:</b> 40 per week</p><p><b>Experience:</b></p><ul><li>Microsoft Office: 3 years (Preferred)</li></ul><p><b>Work Location:</b> In person</p><p><b>Pay:</b> $20.00 - $22.00 per hour</p><p>Job Type: Full-time</p><p>Pay: $20.00 - $22.00 per hour</p><p>Expected hours: 40 per week</p><p>Work Location: In person</p>

Medicaid Processor Legal Assistant

CBRE

<div><div><div><div><div><div><b>VAS - Vice President
</b></div></div></div></div></div><div><div><div><div><div><b>Job ID
</b></div><div>244519
</div></div><div><div><b>Posted
</b></div><div>23-Oct-2025
</div></div><div><div><b>Service line
</b></div><div>Advisory Segment
</div></div><div><div><b>Role type
</b></div><div>Full-time
</div></div></div></div></div><div><div><div><div><div><b>Areas of Interest
</b></div><p>Valuations/Appraisal
</p></div></div></div></div><div><div><div><div><div><b>Location(s)
</b></div><p>Orlando - Florida - United States of America, Tampa - Florida - United States of America
</p></div></div></div></div><div><div><div><div><div><div><p><b>About The Role:</b></p></div><div><p>
As a CBRE Valuation &amp; Advisory Services (VAS) Vice President, you will be responsible for preparing reports on small to large-sized properties.</p></div><div><p>
This job is part of the Valuation function. They are responsible for inspecting and determining the values of land, property, and businesses.</p></div><p></p><div><p><b><br>
What You'll Do:</b></p></div><ul><li><li>
Identify the value of a property for estimate through a detailed appraisal analysis. Study the appraisal request and project scope to resolve business solutions.</li></li><li><li>
Collect data on the inventory of comparable properties, sales and listings, vacancies, and more. Conduct studies such as land use, supply and demand, marketability, and more. Interview collaborators for research.</li></li><li><li>
Prepare appraisal report to describe property characteristics, procedures used, and the information evaluated. Disclose assumptions, conditions, and reasoning.</li></li><li><li>
Follow the Uniform Standards of Professional Appraisal Practice, keeping information confidential.</li></li><li><li>
Communicate with clients about appraisal requests, problems to solve, and the scope of projects.</li></li><li><li>
Track values of real estate and the potential for the development of properties.</li></li><li><li>
Chip in to team goals and mentoring. Assists with team database.</li></li><li><li>
Apply knowledge of standard principles and techniques/procedures to accomplish complex assignments and provide innovative solutions.</li></li><li><li>
Mentor others and share knowledge of own job subject area and broad knowledge of several job fields within the function.</li></li><li><li>
Lead by example and model behaviors that are consistent with CBRE RISE values. Work to build consensus and convince others to reach an agreement.</li></li><li><li>
Impact a range of customer, operational, project, or service activities within own team and other related teams.</li></li></ul>
</div></div></div></div></div><div><div><div><div><div><div><p><b>What You'll Need:</b></p><div><p>
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.</p></div><ul><li><li>
Bachelor&rsquo;s degree (BA/BS) from a four-year college or university with a minimum of 8 years of commercial appraisal experience.</li></li><li><li>
General State Certification or License is required. MAI designation preferred.</li></li><li><li>
Ability to exercise judgment based on the analysis of multiple sources of information.</li></li><li><li>
Willingness to take a fresh opinion on existing solutions.</li></li><li><li>
In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.</li></li><li><li>
Organizational skills with an advanced inquisitive approach.</li></li><li><li>
Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations.</li></li></ul><div></div><p><b><br>
Why CBRE</b></p><p>
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values &mdash; respect, integrity, service and excellence &mdash; and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.</p><div><p><b>
Our Values in Hiring</b></p></div><div><p>
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.</p></div><p><b>
Applicant AI Use Disclosure</b></p><p>
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.</p><p><b>
Disclaimers</b></p><div><p>
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.</p></div><p><b>
About CBRE Group, Inc.</b></p><div><p>
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&amp;P 500 company headquartered in Dallas, is the world&rsquo;s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner &amp; Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations &amp; Experience (facilities management, property management, flex space &amp; experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.</p></div></div>
</div></div></div></div></div><div><div><div><div><div><b>Equal Employment Opportunity: </b>CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.<br>
<br>
<b>Candidate Accommodations:</b> CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company&rsquo;s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).</div></div></div></div></div></div>

VAS - Vice President

Sequoia Financial Group

<div><p>Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:</p><ul><li><ul><li><b>
Integrity.</b> We act in the best interests of others by providing an honest, consistent experience for our clients and team.</li><li><b>
Passion</b>. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.</li><li><b>
Teamwork. </b>We subordinate our egos to work together for the benefit of our clients.</li></ul></li></ul><p>
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.</p><h3 class="jobSectionHeader"><b>
Summary of the position</b></h3><p>
This position will support a group of Business Development Advisors across the firm in Event Planning and Marketing support to facilitate the growth of the business. This position will help the Business Development Advisors focus more efficiently on business development and strategic oversight. The Client Administration Associate tasks include:</p><ul><li>
Managing event planning for business development across many different locations in Florida and other states</li><li>
Work in conjunction with the Marketing Department and Compliance to ensure presentation and/or correspondence is prepared</li><li>
Pulling reports from Salesforce to support Business Development Advisors in understanding business inflows/outflows and maintaining prospect pipeline</li><li>
Food ordering or gift coordination</li><li>
Back up and work alongside our Administrative Assistant as needed</li></ul><h3 class="jobSectionHeader"><b>
Responsibilities</b></h3><ul><li>
Marketing liaison/coordination and event planning<ul><li>
Planning small scale and larger events, including:<ul><li>
Client Appreciation Events (all clients)</li><li>
Prospect/Client Presentations (Schwab or Fidelity)</li><li>
Prospect/Client Happy Hours or dinners (Schwab or Fidelity)</li><li>
Breakfast or lunch orders for Schwab branch visits</li><li>
Internal events &amp; holiday party</li><li>
Community outreach/volunteering</li></ul></li><li>
Booking vendors as needed<ul><li>
Caterers</li><li>
Photography</li><li>
Entertainment</li><li>
Tables</li><li>
Linens</li><li>
Decorations</li><li>
Day of Coordinators</li></ul></li><li>
Works with Marketing or Tech for the following:<ul><li>
Presentation Material creation and editing</li><li>
Pulling Guest Lists for events</li><li>
Save the Dates, Invitations, and RSVPs through Pardot</li></ul></li><li>
Creates content/materials as needed and works with Compliance on approval</li><li>
Sequoia Brochure preparation/binding</li><li>
Ordering of:<ul><li>
Business Cards</li><li>
Letterhead</li><li>
Client gifts</li><li>
Branded Merchandise<ul><li>
Yetis</li><li>
Tablecloths</li><li>
Nametags</li><li>
Phone Charging Stations</li><li>
Golf Balls</li><li>
Covers for Binding</li></ul></li></ul></li><li>
Meet with Business Development Advisors to review current activities by pulling Salesforce on business pipeline and AUM inflows/outflows</li><li>
Work alongside our Administrative Assistant to provide back-up as needed. Duties can include:<ul><li>
Answering phones</li><li>
LinkedIn Postings</li><li>
Mail management/check processing</li><li>
Facilities management</li><li>
Supply ordering</li><li>
Data Entry into Salesforce</li><li>
Greeting Clients</li></ul></li></ul></li></ul><h3 class="jobSectionHeader"><b>
Required Skills/Experience</b></h3><ul><li>
Minimum of 2 years work experience in event planning/coordination or similar role</li><li>
Ability to be flexible and iterate based on needs of the firm</li></ul><h3 class="jobSectionHeader"><b>
Preferred Skills/Experience</b></h3><ul><li>
PowerPoint, Outlook, Word, Excel</li><li>
Experience with Salesforce preferred</li><li>
Corporate event planning preferred</li><li>
Wealth management industry experience a plus</li></ul><h3 class="jobSectionHeader"><b>
Competencies</b></h3><ul><li>
Strong attention to detail</li><li>
Great organizational skills</li><li>
Good follow up practices</li><li>
Professionalism</li><li>
Ability to prioritize effectively</li></ul></div>

Client Administration Associate

Hillsborough County, FL

<div><p><b>Job Overview
</b></p><p>This position performs paraprofessional engineering related work involving the investigation, evaluation, assessment, asset management, planning, writing reports, coordinating work, or inspection of public infrastructure and systems. This position works under the supervision of a licensed Professional Engineer. Project management responsibility involves infrastructure projects.
</p><p><b>Salary
</b></p><p><b>Min $56,451.20 annually
</b></p><p><b>Mid $77,646.40 annually
</b></p><p><b>Benefits
</b></p><p>Click HERE to view our Benefits at a glance
</p><ul><li>Generous PTO &amp; Holiday Plan
</li><li>Health Plans
</li><li>Health Savings Account
</li><li>Dental &amp; Vision Plans
</li><li>Employee Assistance Program (EAP)
</li><li>Healthcare Flexible Spending Account
</li><li>Dependent Care Flexible Spending Account
</li><li>Tuition Reimbursement
</li><li>Cafeteria Benefit
</li><li>Life Insurance
</li><li>Short &amp; Long-Term Disability Insurance
</li></ul><p><b>Core Competencies
</b></p><ul><li><b><i>Customer Commitment </i></b>- Proactively seeks to understand the needs of the customers and provide the highest standards of service.
</li><li><b><i>Dedication to Professionalism and Integrity </i></b>- Demonstrates and promotes fair, honest, professional, and ethical behaviors that establishes trust throughout the organization and with the public we serve.
</li><li><b><i>Organizational Excellence </i></b>- Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations.
</li><li><b><i>Success through Teamwork </i></b>- Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals.
</li></ul><p><b>Tier 2
</b></p><div><div><div><div><p><b><i>Duties and Responsibilities
</i></b></p><p>Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on assigned area of responsibility, incumbents in the position may perform one or more of the activities described below.
</p><ul><li>Applies broad knowledge of principles and practices to the planning, design support, construction, assessment, asset management, and maintenance of multiple municipal projects, or portions of major projects; resolves conflicts and ensures compliance with permits and regulations; prepares and monitors scopes, budgets, and schedules to ensure timely completion of projects.
</li><li>Provides engineering support by designing parts of projects, systems, components of processes, including project documents.
</li><li>Drafts or revises plans and drawings utilizing computer-aided design tools.
</li><li>Plans, research, and conducts environmental and mapping surveys; performs cost analysis and feasibility studies.
</li><li>Assists with preparing contract drafts; evaluates contractor proposals and assists with review of proposals for professional engineering services.
</li><li>Interacts with clients, customers, officials, contractors, and internal and external department personnel to ensure efficient flow of communication and service.
</li><li>Analyzes and interprets data; formulates and solves problems; makes recommendations based on findings
</li><li>Attends project meetings and presents specific aspects of engineering assignments, such as reporting whether assigned projects are on schedule and established within budget.
</li>Other duties as assigned.<br>
<li>
</li></ul></div></div><br>
<div><div><p><b><i>Job Specifications
</i></b></p><ul><li>Knowledge of fundamental engineering principles and practices for assigned functional area.
</li><li>Knowledge of engineering design criteria, standards, and applicable permit requirements.
</li><li>Knowledge of construction standards, methods, materials, and inspection techniques.
</li><li>Knowledge of field testing, sampling, and investigative techniques, and procedures.
</li><li>Knowledge of applicable federal, state, and local laws, ordinances, regulations, and policies.
</li><li>Knowledge of testing and monitoring devices and techniques.
</li><li>Knowledge of environmental regulations and requirements.
</li><li>Knowledge of health and safety standards and procedures.
</li>Knowledge of project management theory, techniques, and tools.<br>
<li>
</li></ul></div></div><br>
<div><div><p><b><i>Physical Requirements
</i></b></p><ul><li>Work is performed in the office and construction sites
</li><li>Requires frequent standing, sitting, walking, and stooping.
</li></ul><p><b>Work Category
</b></p><p><b>Light work </b>- Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg control requires exertion of forces greater than that of sedentary work and if the worker sits most of the time, the job is considered light work.<br>
</p></div></div><br>
<div><div><p><b><i>Minimum Qualifications Required
</i></b></p><ul><li>Bachelor&rsquo;s degree from an accredited college or university with major in Engineering or bachelor&rsquo;s degree from an accredited college or university with a major in an Engineering-related field; AND
</li><li>Six years of planning, assessment, design, construction, inspection of public infrastructure projects, or modeling of water, wastewater, stormwater, or traffic systems;
</li></ul><p>OR
</p><ul><li>An equivalent combination of education (not less than possession of a High School diploma/GED), training and experience that would reasonably be expected to provide the job-related competencies noted above.
</li></ul></div></div><br>
</div></div><p><b><i>Emergency Management Responsibilities
</i></b></p><p>In the event of an emergency or disaster, an employee may be required to respond promptly to duties and responsibilities as assigned by the employee&rsquo;s department, the County&rsquo;s Office of Emergency Management, or County Administration. Such assignments may be for before, during or after the emergency/disaster.
</p><p><b>Career Progression
</b></p><p>Employees in this classification that acquire the competencies and minimum qualifications for the next tier will be able to apply for promotional opportunities through a competitive selection process. Employees will not automatically be upgraded to the next tier. Reclassifying a position is based on business need and financial impact and is not based solely on the job competencies or qualifications of the incumbent.</p></div>

Engineering Associate (Public Works)

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