Title Senior Wealth Strategist - **Members Only** Job Responsibilities As a Senior Wealth Strategist within the Private Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those with...
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Law Legal Assistant/Paralegal The candidate must be organized, energetic, self-managing, and excel at multitasking. Must possess excellent written communication skills, a proficiency with Microsoft Office and and be self-sufficient with the ability to build rapport with judiciary, members of the local government, clients, and vendors. Additional duties to include E-filing through the court portal and monitoring/managing incoming filings, scanning, file organization, f... read more
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