Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term... care planning and communication with beneficiaries and financial institutions. - Maintain and manage case files, calendars, dead...
Title: AVP, Professional Lines Job Responsibilities: - Develop and maintain a strong relationship with the California Bar program overseers. This includes providing quarterly reports, identifying and reporting trends in Lawyers Professional Liability (LPL), and responding promptly to detailed inquiries about the impact...
Title: AVP, Professional Lines Job Responsibilities: - Manage and oversee a lawyers' professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with the California Bar program overseers, providing quarterly reports, spotting and reporting trends, and answering detailed...
Title: AVP, Professional Lines Job Responsibilities: - Manage and oversee a lawyers professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with the California Bar program overseers, including providing quarterly reports, spotting and reporting trends, and responding...