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Wealth Management Paralegal Jobs in Massachusetts

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Job info
Company
In-House, U.S. Trust
Experience
Min 1 yrs required
Location
Boston, MA
Posted Date
Oct 18, 18
Info Source
Employer
Total Views
3
existing book of business. Paralegal background and employment experience... experience in personal financial services, preferably in fiduciary wealth management environment. Should have... strong clerical/administrative experience (Word, Excel, Powerpoint). BS/ BA degree, paralegal or relevant legal and/or... trust administrative experience desired.... read more
Company
Law Firm, Margolis & Bloom LLP
Experience
Min 1 yrs required
Location
Boston, MA
Posted Date
Oct 02, 18
Info Source
Employer
Total Views
75
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
Oct 02, 18
Info Source
Employer
Total Views
44
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
3-5 yrs required
Location
Boston, MA
Posted Date
Oct 01, 18
Info Source
Employer
Total Views
3
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
Company
Law Firm, Lucas Law Group, LLC
Experience
Min 1 yrs required
Location
Melrose, MA
Posted Date
Sep 27, 18
Info Source
Employer
Total Views
7
Paralegal/Legal Assistant The candidate will... visitors and clients. Calendar management. Act as liaison between... a legal assistant or paralegal in a small or... medium law firm is required. A bachelor's degree is preferred, as is a Notary Public commission.... read more
Company
In-House, Bank of America Corporation
Experience
2-5 yrs required
Location
Boston, MA
Posted Date
Oct 17, 18
Info Source
Employer
Total Views
8
Senior Paralegal The candidate will provide... legal support for Global Wealth Investment Management attorneys, with... primary focus on GWIM Credit lending products, including securities-based loans and other commercial credit transactions for high net worth clients. Review and prepare requested amendments... read more
Company
Academic, Harvard Management Company
Experience
Min 3 yrs required
Location
Boston, MA
Posted Date
Sep 14, 18
Info Source
Employer
Total Views
11
Estates & Special Investments Paralegal The candidate will work... and special investments. Ongoing management of electronic databases and... filing systems relating to estate and special investment matters, including the creation of virtual closing binders, as well as general legal, probate,... read more
Company
Law Firm
Experience
Min 1 yrs required
Location
Worcester, MA
Posted Date
Oct 12, 18
Info Source
Employer
production, calendar/file maintenance, time entry, and client management. Previous law firm experience... in Trusts and Estates is preferred. Must be team-oriented, quality-focused, and have a strong attention to detail, and who possess outstanding computer, interpersonal, time management, and organizational skills.... read more
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