Private Client Paralegal Jobs

Legal Secretary Private Client The candidate should... have Experience with newsletters, video editing and web development.... read more

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

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

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

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

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

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

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

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

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