Financial Institutions E&O, EPL, Fiduciary, and Crime/Fidelity claims. - Handle... claims in accordance with Claim Handling Best Practices in all phases, including initial contact, investigation, evaluation for coverage and reserving for exposure, and resolution and documentation. - Provide excellent customer service in...
Responsibilities: - Administers and provides fiduciary advice and oversight for... Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well as legal and fiduciary documents, to deliver fiduciary... advice direct...
and thought leadership in fiduciary advice and solutions to... high net worth clients. - Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources. - Collaborate with Wealth Advisor...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define and implement strategic direction for the Default team. - Lead business development initiatives and manage client relations at an executive level. - Oversee multiple projects ensuring exceptional delivery and adherence to professional standards. -...
Employment Practices and Third-Party Liability claims. - Develop expertise in Fiduciary Claims. - Handle and manage... complex Employment Practices Liability Claims to determine appropriate valuation, settlement strategies, and ensure adherence to company policies. Experience with Fiduciary claims is a plus. -... Attend med...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) claims. The role involves handling claims with large exposures that require specialized technical expertise and coordination. The consultant is expected to: -...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: - Handle defense civil litigation in both state and federal courts across Georgia counties, with additional consideration for candidates experienced in subrogation. - Manage insurance defense cases including personal and commercial lines, requiring proven...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team. - Handle defense civil litigation in Georgia counties for both state and federal courts. - Manage all aspects of cases,...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: - Defense civil litigation in Georgia counties for both state and federal courts, with additional consideration given to candidates with subrogation experience. - Handle insurance defense cases, including both personal and commercial lines, managing...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
the registered investment adviser (RIA) and related financial services entities of the company. Key responsibilities include: - Drafting, reviewing, and maintaining advisory client agreements, disclosures, and regulatory documents for RIA services. - Providing legal counsel on the Advisers Act, including fiduciary dut...