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Data and Reporting - Financial Services
The candidate will... ongoing initiatives in Firm Financial Services, developing creative solutions... and to work with personnel both within and outside Firm Financial Services to implement such... solutions. Bachelor’s degree or equivalent work exp...
Paralegal - Banking and Financial... Services
The candidate will... perform a wide array of tasks in all practice areas, including completing filings, managing e-discovery, assisting with preparation for depositions, hearings, trial, and editing corporate agreements....
Corporate Finance Paralegal
The candidate will develop... Connect and related applications. Preliminary organization of records and documents. Work with Accounting to manage corporate services vendors, post-completion billing and... vendor invoice management. Work with Corporate Services Team to manage client... information...
Financial Advisor, Service Assistant
The... responsibilities of a personal financial advisor and the services... provided to clients. Gather financial information from clients if... already provided. Analyze clients’ financial information to determine strategies... for meeting clients’ financial objectives. Research available investment... financial...
Financial Services Assistant
The candidate... of tasks supporting the financial operation of the California... Region offices. Performing all processes associated with typical accounts payable/receivable functions. Performing tasks related to month, quarter, and year-end reconciliations and account analysis. Assisting with annual...
Service and Sales Manger
The candidate will be working directly with the firm’s executive team to develop the short and long-term strategic plan to accomplish excellence within the growing firm. Accountable for all activities associated with nurturing inbound new client...
- Billing & Collection Services
The candidate is responsible... bills. Collaborating with Client Services Lawyers (CSL), legal secretaries,... bills; confirm bills conform to billing arrangements; and perform manual calculations. The Billing Specialist, Firm Billing & Collection Services will prepare wri...
- Billing and Collection Services
Responsibilities: Collaborate with Client... Services Lawyers (CSL), legal secretaries,... and others to ensure timely billing and collection. Monitor unbilled time. Generate proforma. Generate draft bills. Confirm bills conform to billing arrangements. Perform manual calculations. Prepare...
to all internal and external clients; proactively promote client service throughout department and among teams; respond to peer requests with recognition that request serves a client or Firm need. Using financial system, department workflows and... tools, provides support to t...