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Wealth Management Paralegal Jobs in Ohio

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Job info
Company
Law Firm
Experience
Min 3 yrs required
Location
Cincinnati, OH
Posted Date
Jan 18, 19
Info Source
Employer
Total Views
2
Tax, Wealth and Planning Paralegal ... will include: Extensive case management of estate and trust... administration; Meet and correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel; Draft probate pleadings and other necessary legal documents for estate... read more
Company
In-House, The PNC Financial Services Gro...
Experience
Min 5 yrs required
Location
Cleveland, OH
Posted Date
Jan 22, 19
Info Source
Employer
Total Views
4
assets held within Investment Management and Trust accounts. Performs... or relationships, held within wealth accounts and makes investment/fiduciary... their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
Columbus, OH
Posted Date
Jan 23, 19
Info Source
Employer
of the firm’s document management system (iManage/File Site) maintain... to supervising attorney(s) and/or paralegal(s), including those not in... of assigned attorney(s) and/or paralegal(s). Manage appropriate communications with... of assigned attorney(s) and/or paralegal(s) when unavailable and as... of assigned attorney(s) and/or paralegal(s) in any firm administrative... paralegal(s).... read more
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