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Company
Law Firm
Experience
Location
Pittsburgh, PA
Posted Date
Mar 25, 19
Info Source
Employer
Total Views
5
Private Clients/Trusts & Estates Senior... Paralegal
Responsibilities: Under the supervision... and maintenance of forms, client materials and attorney work... product in software and databases including Microsoft Word, Microsoft Excel, Lackner 6 Assists with on-going administrative client matters including preparation of......
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Company
Law Firm,
McDermott Will & Emery
Experience
Min 7 yrs required
Location
Washington, DC
Posted Date
Apr 15, 19
Info Source
Employer
Total Views
8
Market Manager, Private Client
The candidate is... opportunities for new business, client growth and cross-selling. Prepare... Oversee the execution of client and designated practice group... the designated practice group, including practice-wide communications, brochures, and presentations. Monitor client and industry trends....
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Company
Law Firm
Experience
Location
Boston, MA
Posted Date
Apr 06, 19
Info Source
Employer
Total Views
2
Private Client Coordinator
Responsibilities: Draft,... for execution and obtain client signatures, as well as... participate in client signing meetings. Correspond regularly... with outside constituencies and probate court. Assist in trust administration. Maintain files and records. Assume additional responsibilities as requested....
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Company
Law Firm
Experience
Min 5 yrs required
Location
New York City, NY
Posted Date
Apr 17, 19
Info Source
Employer
Total Views
4
Paralegal II - Trusts &... for such things as client contact information, letters, e-mails,... estate planning documents and asset lists. Maintaining an asset list with corresponding dates of death values. Assisting documentation relating to organizing private foundations as well as......
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Company
In-House,
RSM US LLP.
Experience
Min 15 yrs required
Location
Houston, TX
Posted Date
Apr 10, 19
Info Source
Employer
Total Views
35
wealthy families and their private businesses and/or investment entities.... creative approaches to resolve client issues. Must have Bachelor's... have strong experience with private client services (personal taxation,... trusts, investment entities, and private businesses. Businesses could include... Private Equity, Financial Services, Manufacturing,......
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Company
Law Firm,
Day Pitney LLP
Experience
Min 1 yrs required
Location
Greenwich, CT
Posted Date
Mar 28, 19
Info Source
Employer
Total Views
28
Paralegal, Estate and Trust Administration... returns, and returns of private foundations). Reviewing and interpreting... issues of law, the paralegal must be able to... resources. Undergraduate degree and paralegal certification is needed. Familiarity... basic business relationships and client confidentiality principle is needed.......
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Company
In-House,
U.S. Trust
Experience
Min 1 yrs required
Location
Charlottesville, VA
Posted Date
Apr 11, 19
Info Source
Employer
Total Views
16
activities to meet trust client needs and expectations within... as a backup for client-facing trust officers. Provides high... level administrative support to client facing Private Bank officers... and performs... servicing and account maintenance activities, which are primarily trust/fiduciary-related that include...
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Company
In-House
Experience
Location
Palm Beach, FL
Posted Date
Apr 05, 19
Info Source
Employer
Total Views
5
a research resource, for Private Client Advisors (PCAs), Private... Client Manager (PCMs), clients... It is recognized that candidates may not have specific trust experience and/or familiarity with the company’s risk parameters and policies and procedures. Strong verbal and written communication...
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Company
In-House
Experience
Min 2 yrs required
Location
Houston, TX
Posted Date
Apr 11, 19
Info Source
Employer
Total Views
6
activities to meet trust client needs and expectations within... as a backup for client-facing trust officers. Providing high... level administrative support to client facing Private Bank officers... and performs... servicing and account maintenance activities, which are primarily trust/fiduciary-related that include...
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Company
In-House,
U.S. Trust
Experience
Location
New York City, NY
Posted Date
Apr 16, 19
Info Source
Employer
Total Views
6
activities to meet trust client needs and expectations within... as a backup for client-facing trust officers. Provides high... level administrative support to client facing Private Bank officers... and performs... environment. BS/ BA degree, paralegal or relevant legal and/or... trust administrative...
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