Title: Senior Vice President, Fiduciary Job Responsibilities: - Administer and advise on fiduciary duties and interpretation of trust documents as a trustee, ensuring adherence to the highest fiduciary standards for multi-generational families. - Coordinate strategic plans to manage and grow client relationships with...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
The following jobs are no longer active but were real openings previously posted by employers.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.
Information: * $75,000 - $100,000 per year Job Title: Estate Settlement Officer Experience: * Minimum of 2-3 years of personal trust/estate settlement/investment related experience Responsibilities: * Managing and settling larger, more complex estates and terminating trusts * Assigning tasks to Settlement Assistants and monitoring progress * Coaching, developing, and mentoring assistants and junior level officers * Building and maintaining relationships... 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Note: This job is no longer active.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
Competitive salary based on experience and qualifications. # Chief Fiduciary Officer ## Job Overview The Chief Fiduciary Officer is a key role within the Wealth Management division, reporting to the EVP of Wealth Management. This role is responsible for overseeing functions of relationship management from a fiduciary perspective, leading the Fiduciary Officer affinity group and directly supervising the Estate Settlement specialist and the Trust Acceptance... 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
Paralegal Certification Trust & Estates Probate Administration Job Summary... Company is looking for an experienced Trust & Estates Paralegal to join their team. This full-time position will have hybrid flexibility and requires a minimum of 5 years of paralegal experience in Trust & Estates and probate administration. The ideal... candidate should have excellent written and verbal communication skills and paralegal certification. Relocation is available for the right c... 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
Job Summary 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
Bar Counsel The candidate will be evaluating, investigating, and resolving where appropriate, complaints of lawyer misconduct. Identifying violations of the rules of professional conduct and drafting and filing formal charging documents. Conducting discovery; attending pre-hearing conferences; and submitting and responding to pre-hearing, hearing, and post-hearing motions, including motions in limine. Preparing for full evidentiary hearings by developing a hearing... 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 I – Estate The candidate will be accountable for supporting estate administrators and providing significant assistance in the administration of probate estates and deceased grantor... trusts. Will be responsible for assisting with coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely and efficient administration, and to manage risk. Manage a sma... 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 and Estates paralegal The candidate will preparation of probate pleadings (petitions, inventories, accounting,... final reports, etc.). Preparation of documents relating to the identification, collection, and valuation of assets. Fiduciary accounting; and preparation of estate and gift tax returns. Should preferably have fiduciary administration and/or accounting experience.... 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
Planned Giving Technical Consultant Responsibilities: Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. Works with relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration, tax, and investment issues on specific client accounts. Reviews and digests existing trust documents accepted by cli... 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
and Estate Manager Responsibilities: Manages assigned trust relationships, including all aspects of opening, administering, and closing of trust and fiduciary business. Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients. Oversees set-up of new clients within portfolio on trust accountin... 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