Estate Planning Assistant

Duties Include: - Paragon/Matrix listing management - ensuring listings are loaded with property details with 100% accuracy and on the contract timeline - Create listing and purchasing paperwork efficiently, ensuring all paperwork is double checked before presenting to clients. Programs used: Webforms & Authentisign - Organize deal management and coordinate...

**Responsibilities** - Addressing client queries and scheduling appointments - Transaction coordination for deals - Administrative duties including CRM tasks, writing content, inputting deals and client care - Marketing Coordination - Making follow-up calls - Scheduling meetings between the buyer and seller - Assisting in preparing real estate documents and...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Lizotte and Associates Real Estate, Edmonton’s leading independent Commercial Real Estate brokerage, is looking for driven individuals to join our team of professionals. We are currently seeking Commercial Real Estate Sales Assistants with a desire to become industry leading agents for both our Edmonton & Calgary offices who share a passion for creating...

Fast-growing real estate team with Real Broker is seeking an organized office assistant to assist our backstage team, agents and clients with the selling of their homes and office tasks. In addition to performing many administrative tasks, this role does require someone who has an active lifestyle, is organized, has a positive outlook on life, has a great...

Fast-growing real estate team with Real Broker is seeking an organized office assistant to assist our backstage team, agents and clients with the selling of their homes and office tasks. In addition to performing many administrative tasks, this role does require someone who has an active lifestyle, is organized, has a positive outlook on life, has a great...

TITLE: Advisor, Insurance & Estate PlanningLOCATION: Calgary, ABREPORTING: VP, Insurance & Estate PlanningJOB PURPOSE: Why does the role exist? The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed and non-licensed financial advisors. The Associate will have a passion for the life insurance industry...

TITLE:Advisor, Insurance & Estate PlanningLOCATION:Calgary, ABREPORTING: VP, Insurance & Estate PlanningJOB PURPOSE:Why does the role exist? The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed and non-licensed financial advisors. The Associate will have a passion for the life insurance industry specifically...

TITLE:Advisor, Insurance & Estate PlanningLOCATION:Calgary, ABREPORTING: VP, Insurance & Estate PlanningJOB PURPOSE:Why does the role exist? The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed and non-licensed financial advisors. The Associate will have a passion for the life insurance industry specifically...

**About Bōde**: Bōde has created the first digital home marketplace - where buyers and sellers connect directly to transact homes. We provide powerful, smart, intuitive technology that puts the home buyer and seller, in control of their most significant asset. Bōde has digitized the entire real estate transaction process - from listing, to booking...

Job Type: Full time, PermanentLocation: Calgary Office, 5 days per weekAbout us:Our client is a mid-sized real estate law firm with offices across Canada. Their commitment lies not only in providing exceptional service to our clients, but also in nurturing our greatest asset: our people. With a steadfast dedication to consistent service, communication, and...

OUR IDEAL PERSON THIS LIST IS INCREDIBLY IMPORTANT. ONLY APPLY IF... you have most of the following things from the "Ideal Person List": - Speak and Write Fluently in English - Executive Assistant Experience - Crazy Organized but not Pushy about it - Confident and Not Intimidated by New Challenges - Skilled on Computers (Especially managing and maintaining...

We are looking for a motivated and energetic individual to provide administrative and client service assistance to Griffith & Associates Financial & Estate Planning Ltd. **Key Responsibilities**: - Communicating with clients and servicing requests. - Providing investment administrative support. - Prepare, check and complete forms relating to account...

We are looking for a motivated and energetic individual to provide administrative and client service assistance to Griffith & Associates Financial & Estate Planning Ltd. **Key Responsibilities**: - Communicating with clients and servicing requests. - Providing investment administrative support. - Prepare, check and complete forms relating to account...

Responsibilities: - Assist in all aspects of estate litigation, including legal research, document review, and drafting legal documents - Conduct interviews with clients, witnesses, and experts to gather information for cases - Organize and maintain case files, including electronic filing systems - Perform data entry and manage case-related databases -...

We are a mid-sized law firm located in Downtown, Calgary. We are looking for a high energy, reliable individual to join our Real Estate department. **Skills**: - Be reliable, have a positive, “can-do” attitude, a strong work ethic, and a dedication to client service - Legal Assistant Diploma from a recognized institution - English verbal and written...

Royal LePage is committed to helping you launch and accelerate your real estate career by providing the industry-leading technology, lead generation and training you need to reach your goals. With a culture built on community and collaboration, Royal LePage attracts professionals who share a mindset that fosters collective achievement as well as your...

Since time is of the essence in Calgary's fast-paced real estate industry, persistence, proactiveness, as well as reactive skills will be required. We need someone who is attentive to details, self-sufficient/self-directed, has the ability to make independent decisions when required and has great communication skills. We are not needing this person to have...

We are looking for a motivated and energetic individual to provide administrative and client service assistance to Griffith & Associates Financial & Estate Planning Ltd.Key Responsibilities: Communicating with clients and servicing requests. Providing investment administrative support. Prepare, check and complete forms relating to account openings and...

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over $300m in...