Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
effectively address cases of elder abuse. - Coordinate and deliver... and educate them on elder justice issues. - Assist with... grant writing and reporting to secure funding and maintain financial resources for the program. - Engage in policy and legislative work on e...
Title: Sr. Claims Examiner, Casualty Job Responsibilities: The Senior Claims Examiner is responsible for actively managing a commercial accounts claims caseload throughout the United States. This includes identifying and assessing coverage issues, drafting coverage position letters, and retaining coverage counsel when necessary....
Title: Sr. Claims Examiner, Excess Casualty Job Responsibilities: - Actively manage commercial claims for unsupported Excess Casualty high severity, complex general liability, and auto accounts. - Provide oversight to underlying carrier(s) claims handlers for coverage, liability, and damages across the United States. -...