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Wealth Management Paralegal Jobs in Boston

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Job info
Company
Law Firm
Location
Boston, MA
Posted Date
Jul 24, 2020
Info Source
Employer
Total Views
3
Paralegal - Estate Administration The... with clients. Maintenance and management of department calendar. Scheduling... of client meetings and court-document signings. Organizing large amounts of financial information and client-provided records. Obtaining information from financial institutions. Composing, editing, and sending correspondence, including... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Newton, MA
Posted Date
Jul 21, 2020
Info Source
Employer
Total Views
4
practices. Minutes and records management. Investment Policy Statement adherence.... New member orientation. Vendor management. Billing and collection of... Answer inquiries from our wealth management practice. Assist in... project... management for due diligence; price... negotiation and vendor replacement. Timeline creation and... read more
Company
Law Firm
Location
Wellesley, MA
Posted Date
Jul 24, 2020
Info Source
Employer
Total Views
34
Total Applies
2
Paralegal/Trust Administrator Candidate will handle... client management and communication, drafting guardianship,... conservatorship and probate pleadings, drafting estate planning documents, and trust administration. Elder law experience is a plus.... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
Norwood, MA
Posted Date
Aug 14, 2020
Info Source
Employer
Part-time Paralegal/Legal Assistant The candidate will... related to (i) file management (copying, scanning, faxing), (ii)... (answering phones, greeting visitors, scheduling and confirming client meetings, conducting intake of potential clients) and (iii) firm management (managing and updating CRM... and firm calendar.... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
Norwood, MA
Posted Date
Aug 14, 2020
Info Source
Employer
Paralegal/Legal Assistant The candidate will... related to (i) file management (copying, scanning, faxing), (ii)... reception/intake (answering phones, greeting visitors, scheduling and confirming client meetings, conducting intake of potential clients) and (iii) firm management (managing and updating CRM... and firm calendar.... read more
Company
Law Firm
Location
Wellesley, MA
Posted Date
Aug 06, 2020
Info Source
Employer
Total Views
1
execution. Prepare Estate Planning Binders. Implement Estate Plans. Administer Life Insurance Trusts. Document management (copying, scanning and saving... files appropriately). Taking on special projects as needed. Assist with the preparation and filing of probate, real estate, corporate, and other documents... read more
Company
Law Firm
Experience
Min 1 yrs required
Location
Wellesley, MA
Posted Date
Aug 14, 2020
Info Source
Employer
files. Systems development and management. Coordinating client services. Maintaining... newspaper ads. General office management. Should preferably have a... background in Paralegal/Legal Studies and Marketing /... Sales. Must-have skills include: MS Suite proficiency, basic computer skills, ability to work in a... read more
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