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Wealth Management Paralegal Jobs in Boston

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Wealth Management Paralegal Jobs in Boston - Related Job Titles

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Job info
Company
Law Firm
Experience
Min 2 yrs required
Location
Boston, MA
Posted Date
Sep 18, 2021
Info Source
Employer
Total Views
35
to complex documents. File management and organization (both electronic... of client/matter intake and management of the matter once... opened. Contact clients, courts, Secretary of State’s office, and Registries of Deeds to obtain information. Preparation of deeds, trustee certificates, trustee appointments,... read more
Company
Law Firm
Location
Boston, MA
Posted Date
Jul 29, 2021
Info Source
Employer
Total Views
3
in collaborating with the Wealth Management Group on client-related... data projects. Assist with the creation of client communications, including drafting correspondence, and pulling data for exhibits, and analyzing performance and asset allocation. Provide trading support as needed. Proof read client... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Boston, MA
Posted Date
Sep 14, 2021
Info Source
Employer
Total Views
1
other members of Ropes Wealth Advisors. These include reconciliation... coordinating with the portfolio management provider to correct any... support to and interact effectively with internal parties that include management, portfolio managers, compliance team... members, client service team members and others.... read more
Company
Law Firm, Macchi & Macchi, LLC
Location
Norwood, MA
Posted Date
Sep 10, 2021
Info Source
Employer
Total Views
234
Total Applies
11
in some administrative and paralegal duties, such as ordering... supplies, preparing and assembling booklets for client hearings, and research on town/municipal, state, and governmental sites. Skills: Since this position requires a great deal with a legal document management software platform preferred. Hours and...... read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Framingham, MA
Posted Date
Sep 19, 2021
Info Source
Employer
Total Views
9
Trust & Estates Paralegal The candidate responsibilities includes:... Organization and analysis of asset critical. Knowledge of records management applications such as NetDocs... software is a plus. Paralegal Certification from an approved... have 5 years of paralegal experience in Trust &...... read more
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