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...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
The following jobs are no longer active but were real openings previously posted by employers.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.
hiring an Associate Attorney for our Rapidly Growing Estate & Asset Protection Law Firm. We would like to speak to you IF you… Enjoy solving the puzzles and putting together the pieces associated with estate planning and Medicaid and coming up with... 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Note: This job is no longer active.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 Officer Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $200,000,000. On behalf of Bank as Trustee, Agent or Custodian, understand and administer complex fiduciary accounts in accordance with the terms of their governing documents. May have several of the following: multigenerational trusts, multiple residences, complex gifting... 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Note: This job is no longer active.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
Service Manager - Estate Planning The candidate will work closely with lending provider to help advisors and clients access funds and structure the plan best suited to meet personal or business planning needs. Will interact directly with borrowers, brokers and producers through the entire financing process. Conduct lead generation and networking to create centers-of-influence. Develop and manage territory consisting of recruited agents while selling programs direct... 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 Officer The candidate will serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $200,000,000. On behalf of 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
Estate Settlement Officer III Accountable for managing the larger, more complex probate estates and deceased grantor... trusts that require a higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement exper... 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
Attorney Duties: Solving the puzzles and putting together the pieces associated with estate planning and Medicaid and coming up with solutions that make it all work for clients to provide them peace of mind. Meet with clients to design plans to meet their asset protection and estate planning goals, draft estate planning documents, review documents drafted by others, design asset protection plans for VA and Medicaid, review VA and Medicaid applications, prepare for... 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
Estate Settlement Officer III The candidate will be managing the larger, more complex probate estates and deceased grantor... trusts that require a higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering Estate Settlement... 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
Estate Planning Paralegal The candidate will be drafting legal documents including wills, trusts, probate filings, etc. Assisting in... estate administrations. Collecting standard forms and work on the probate court filings. Accompanying client... to the courthouse and assist in the court process. Creating a spreadsheet of assets on behalf of client cases. Moving and transferring assets to trust. Preparing estate and gift tax returns as needed. Preparing tax returns as needed. Obt... 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
Settlement Officer II The candidate will be accountable for managing larger, more complex, probate estates and deceased grantor... trusts that require a higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and other internal lines of business referrals. Participate in sales calls as needed, offering Estate Settlement expertise. Coordinate comm... 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
Worker - Hybrid The candidate will effectively maintain and manage a variety of cases with current and accurate notes from creation to recovery. Maintain a daily system of providing timely and accurate information required to move cases through the case management workflow. Daily telephone contact with counterparties, including attorneys, adjusters and healthcare providers. Prepare required correspondence, liens, claims and other related documents to progress the case t... 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