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Wealth Management Paralegal Jobs in Massachusetts

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Job info
Company
In-House
Experience
Min 2 yrs required
Location
Boston, MA
Posted Date
Jan 20, 19
Info Source
Employer
Total Views
9
fast paced team environment. Must have direct experience in personal financial services, preferably in fiduciary wealth management environment. Should have... strong clerical/administrative experience (Word, Excel, PowerPoint). Should preferably have BS/ BA degree, paralegal or relevant legal and/or... trust administrative experience.... read more
Company
Law Firm, Margolis & Bloom LLP
Experience
Min 1 yrs required
Location
Boston, MA
Posted Date
Jan 07, 19
Info Source
Employer
Total Views
98
Total Applies
1
Paralegal The candidate will assist... on direct client management and communication, drafting and... Must be an experienced paralegal. Applicant with elder law... player and also have the ability to work independently. Excellent time management, computer and communication skills... are required.... read more
Company
Law Firm, Margolis & Bloom LLP
Experience
Min 1 yrs required
Location
Wellesley, MA
Posted Date
Jan 07, 19
Info Source
Employer
Total Views
58
Total Applies
1
Paralegal The candidate will assist... on direct client management and communication, drafting and... Must be an experienced paralegal. Applicant with elder law... player and also have the ability to work independently. Excellent time management, computer and communication skills... are required.... read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Boston, MA
Posted Date
Jan 21, 19
Info Source
Employer
Total Views
2
Tax Accountant - Wealth Management Group Duties :... Administrators by reviewing and researching any tax situation that could affect the management of their accounts. To... calculate and provide tax clearance/tax reserves for closing trust accounts for the Trust Operations Department.... read more
Company
Law Firm
Experience
5-7 yrs required
Location
Cambridge, MA
Posted Date
Jan 13, 19
Info Source
Employer
Total Views
2
Estate Planning Paralegal The candidate will be... excellent grammar; Handling case management from inception of file... client inquiries and general paralegal/administrative assistance to attorneys). Responsibly... using spreadsheets (Excel) and flowcharts (Keynote), client customer relations systems (Daylite), and e-mail software. Coordinating... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Boston, MA
Posted Date
Jan 21, 19
Info Source
Employer
Total Views
4
Operations Workflow Specialist - Wealth Management The candidate will... manage clients on-line access. This includes communicating directly with clients and troubleshooting any issues the clients may have, setting up access for new clients and communicating to the team any updates... read more
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