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Private Client Paralegal Jobs

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Job info
Company
Law Firm
Experience
Location
McHenry, IL
Posted Date
Nov 08, 19
Info Source
Employer
Total Views
1
Legal Secretary Private Client The candidate should... have Experience with newsletters, video editing and web development.... read more
Company
Law Firm
Experience
Location
Bonsall, CA
Posted Date
Nov 06, 19
Info Source
Employer
Total Views
2
Legal Secretary Private Client The candidate should... have good computer skills. Help with client scheduling, contact management, document... preparation and file maintenance. Some knowledge of trusts and estates as well as business formation is a plus.... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
New York City, NY
Posted Date
Nov 01, 19
Info Source
Employer
Total Views
1
Client Development Specialist (Life Sciences... and Private Equity) Duties: Provide dedicated... for assigned high potential client teams and target teams:... developing and maintaining all client team tools, including relationship... summaries, quarterly client team snapshots and financial... support for individually assigned client teams. Assist on pitches... client... read more
Company
In-House, UBS
Experience
3-5 yrs required
Location
Chicago, IL
Posted Date
Nov 16, 19
Info Source
Employer
Total Views
1
strongly desired (e.g., CFP, Paralegal certificate/degree, CPA or JD).... Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Generation Skipping Transfer... Tax, philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock.... read more
Company
In-House, JPMorgan Chase & Co,
Experience
Min 7 yrs required
Location
Greenwich, CT
Posted Date
Nov 12, 19
Info Source
Employer
Total Views
14
Wealth Management - Private Bank - Banker -... The candidate leads new client acquisition and retention through... primarily responsible for the client experience and engaging resources... to ensure that the client has a completed profile,... is introduced to the appropriate... read more
Company
In-House
Experience
1-3 yrs required
Location
Dallas, TX
Posted Date
Nov 12, 19
Info Source
Employer
Total Views
8
Private Foundation Services Trust Administration... administrative procedures Respond to client issues, anticipate client needs,... for and participate in client meetings with the Trust... of the decision to client and follow-up action on... meeting materials; Participate in client outreach and prospecting activities...... read more
Company
Law Firm
Experience
Min 6 yrs required
Location
Portland, OR
Posted Date
Oct 31, 19
Info Source
Employer
Total Views
16
Paralegal The candidate to join Private Client Services Team. Paralegals... in the highly collaborative Private Client Services Team perform... family offices, corporate and private fiduciaries, wealth advisors, taxing... administer trusts; and attending client meetings and maintaining frequent... client contact for administration matters....... read more
Company
In-House, JPMorgan Chase & Co,
Experience
Min 2 yrs required
Location
Newark, DE
Posted Date
Nov 12, 19
Info Source
Employer
Total Views
19
administrative procedures. Respond to client issues, anticipate client needs,... and prepare for and participate in client meetings with Trust Manager.... Work with approval. Communicate decision to client and follow-up with the... work performed by various Private Banking operational groups to...... read more
Company
In-House, Bar Harbor Bank and Trust
Experience
3-5 yrs required
Location
Bangor, ME
Posted Date
Nov 14, 19
Info Source
Employer
Total Views
8
administrative support, responding to client inquiries, setting up new... personal and trust taxation, paralegal, estate planning, private banking... and retirement planning;... 3-4 years of accounting, paralegal and/or financial experience is... beneficial. Working knowledge of windows based software programs is required.... read more
Company
Law Firm, Mitchell, Williams, Selig, Gat...
Experience
Min 4 yrs required
Location
Little Rock, AR
Posted Date
Nov 16, 19
Info Source
Employer
Total Views
56
and/or keying the attorneys client billing time in Elite.... Proofreading and spell checking the attorneys billing as required. Photocopying correspondence, legal documents, and other material as required. Opening and maintaining files for which attorneys are currently primary attorney. Becoming familiar... read more
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