**Job Title:** Legal Wealth Advisor II **Job Responsibilities:** A Legal... Wealth Advisor II is tasked... the origination and ongoing management of a profitable mix... of loans, deposits, fee income, and non-interest income. The advisor is part of the Legal Specialty Group, which...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Client Service Representative, CSST, Wealth Management Duties: Supports... relationship management teams through executing various... administrative and operational activities related to clients’ investment, banking and fiduciary and advisory products. Primary activities include, but are not limited to, establishing, maintaining and closing client accounts, executing money and asset movements, preparing and producing client materials and reports, resolving client inquir... 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Note: This job is no longer active.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
Asset Management Private Bank Latin America... Wealth Advisor Professional Duties:... Assist the Wealth Advisors who provide private... clients with general tax, financial planning, and related trust and estate planning recommendations. Will work with the Latin America Wealth Advisors, to provide support... for work involving the creation and implementation of client solutions, marketing and new product offerings, and management of internal pipelines. Assisting... with the on-boarding of... 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Note: This job is no longer active.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
Administrative Officer II The candidate will performs service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related... 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
Administrative Officer II The candidate performs service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing,... 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
Wealth Management The candidate will... work with the Account Opening Group to open trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures. Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer. Work with the Tax... 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
& Estates, Trust Administrator - Vice President The candidate will work with the Account Opening Group to open trust accounts. Will interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures. Respond to client issues, anticipate client needs, and prepare for and participate in client meetings w... 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
work in a fast-paced environment Salary: The salary for this role is commensurate with experience. Wealth Management, Trust & Estates,... Estate Administrator - VP . Morgan's Global Trusts & Estates Practice is looking for a VP Estate Administrator to join its team. This is an integral part of the services we offer to clients, and it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience... 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
strong verbal and written communication skills, with the ability to present complex financial and legal concepts to clients and their advisors in a clear and concise manner • ability to multi-task, work independently and manage multiple client relationships • excellent organizational, problem-solving, and analytical skills • ability to work under pressure and meet deadlines • ability to work in a team environment and collaborate with other professionals • pro... 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 Settlement Assistant II Duties: Will provide administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust We... 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 Settlement Assistant II Duties: Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts for company.... Working independently, but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including... 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