FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation... of complex trust and estate fiduciary accountings. - Perform complex... calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Participate in...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Estate Planning/Probate Legal Assistant The... candidate will support all office tasks, including client interface, drafting documents, answering phones, responding to client inquiries, creating and maintaining files, scheduling appointments, assembling estate planning document packages, and... general office duties. Provide administrative support to a lawyer. Organize and scan mail, court documents, and client files. Type, prepare, and file legal documents and correspondence. Pre... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Seeking a Legal Assistant. Requires corporate experience. Estate planning/probate/real estate experience preferrable.... WP, computer, and communication skills essential.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate Wealth Strategist - A role for experienced income tax professionals with a focus on partnering with financial advisors and their high net worth clients on estate and financial planning issues.... H1: Enhance Client Advisory and Relationship Management as an Associate Wealth Strategist at Global Wealth Management Firm H2: Join Our Team and Make an Impact as an Associate Wealth Strategist at read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
title: Senior Tax Strategist Experience: 3+ years H1: Join Our Team as an Experienced Income Tax Professional H2: Enhance the Wealth Management Process with Your Expertise Bold headline: **Members Only** is seeking an experienced income tax professional to join our Global Wealth Management team as an Associate Wealth Strategist. In this role, you will partner with fin... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
# Estate Administrator - VP ... ## Job Description Company is a leading global financial services firm with assets of more than $2 trillion, over 260,000 e... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
grants • ability to communicate effectively with clients, their advisors and internal colleagues • ability to work independently and prioritize multiple tasks • excellent research, writing, and presentation skills • proficiency with Microsoft Office Suite • experience with financial planning software (., eMoney, Wealth... Access, NaviPlan, MoneyGuidePro) desired • experience with tax preparation software (., ProSystems, GoSystems, TaxPrep) desired • ex... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
• familiarity with the following software: MS Excel, MS Word, MS PowerPoint, and MS Outlook • excellent research, writing and communication skills • ability to independently prioritize tasks and work in a team environment • ability to work effectively with multiple stakeholders • ability to work in a fast-paced environment • ability to work independently and be self-directed • strong organizational and analytical skills # Associate Wealth Str... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Paralegal The candidate will perform... state settlement processing. Draft estate settlement documents. Act as... the single point of contact to executors with other professionals in notary, lawyers, tax accountants, etc. Assist clients through difficult times. Support executor duties with key forms to be filled and submitted. Probate & estate administration support. Communicate with... government agencies and financial institutions. Perform legal research. Assist in asset evaluation... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Associate Wealth Strategist Duties: Work with Advanced Planning group to support as... an internal resource on estate planning, tax planning, and... philanthropy... for firm’s ultra-high net worth clients with minimum investible assets of $20 million. Will work directly with Wealth Strategists to support their client facing work. On a limited and as needed basis, you will assist the Wealth Strategist with client meetings. Will also support the Advanced Planning team’s Center of Excel...... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Assistant The candidate will be supporting estate planning attorneys throughout the... estate planning process including acting... as primary point of contact for clients, managing correspondence with clients, administering calendar management for attorneys, scheduling meetings and answering phones. Will be supporting drafting of estate planning documents and estate... planning reviews as a... liaison with paralegals, advisor teams and clients. Preparing client files for meetings... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here