Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for: - Leading complex initiatives with broad impact and acting as a key participant in large-scale planning. - Handling matters that significantly impact the...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust and Estates The candidate will Provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements). Review work product prepared by other members of the Case Development team for grammatical accuracy. Review documents and ensure timeliness and accuracy of output that is ultimately used by our agents with clients on... 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Note: This job is no longer active.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
Specialist - Paralegal, Nautilus Advanced Planning Duties: Will provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements). Review work product prepared by other members of the Case Development team for grammatical accuracy. Serve as a resource to agents regarding questions pertaining to the preparation of estate 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
Specialist - Paralegal, Nautilus Advanced Planning Duties: Provide a detailed analysis of various estate and business planning documents (wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, nonqualified deferred compensation agreements). Review work product prepared by other members of the Case Development team for grammatical accuracy. Serve as a resource to agents regarding questions pertaining to the preparation of estate tax re... 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
Assistant II Duties: Will be responsible for assisting attorneys or department supervisor in the preparation of legal documents, pleadings, payoff and reinstatement letters, and other correspondence while in daily communication with firm clients, opposing counsel, local counsel and court personnel. Prepares required legal documents, pleadings, correspondence, and drafts, in preparation for hearings and/or trial. Requests necessary loan and title documents from clients... 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
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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
Marketing Consultant The candidate will provide sales-driven advice regarding life insurance in advanced sales strategies and work with integrated sales team. Will develop and deliver seminar presentations to a wide variety of audiences. Responsible for providing life insurance agencies, wholesalers and brokers with answers to specific questions; and planning strategies to meet clients’ overall estate and business planning objectives. Confer with clients’ profes... 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
Vice President - Case Consulting and Business Analytics The candidate will work closely with internal staff and member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues, as well as prepare detailed analyses of client documents and highly customized estate and business planning presentations. Will prepare succinct, relevant and accurate business and estate document summaries and analyses and requested by member ag... 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
Vice President/Advanced Planning Casewriter The candidate will: case design estate planning; case design business exit planning; charitable giving knowledge; financial planning for the registered investment advisor; documents, wills and trust reviews; competition for advanced market cases; and webinars for nautilus members on new estate planning techniques; and mentoring, coaching, training team members.... 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
Associate, Nautilus Advanced Planning The candidate provides case consultation and design on complex estate planning, and business exit planning for business owners (50M - 100M). Expert in advanced market concepts and strategies for consultations with Member agents that result in using life insurance as the vehicle for the advanced sales. Will have major responsibilities in: Case design estate planning; Case design business exit planning; Documents, Wills and Trust re... 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