Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing all facets of tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
Title: Estate and Trust Paralegal - Entry Level Job Responsibilities: The... entry-level Estate and Trust Paralegal will be responsible for... assisting in the preparation of documents related to trusts and estates within a busy law firm. This position requires a transition into...
Job Title: Estate Paralegal Job Responsibilities: The Estate Paralegal at... the law firm will be primarily responsible for handling estate planning and estate administration matters, specifically for non-taxable estates. The role involves a variety of tasks, including: - Interacting with a wide range...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Admin Officer II The candidate primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing officers. Secondary responsibility for identifying new business opportunities from existing book of business. Must have direct experien... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
responsibilities, and activities may change at any time with or without notice. Salary: Competitive salary commensurate with experience and qualifications. Job Title: Legal Assistant - Trust & Estates H1: Legal Assistant – Trust & Estates Law Firm Overview: It is an exciting time to be at read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Asset Management - Private Bank -... Trust Administrator Duties: Execution and risk management; interpret and apply terms... of trust to administration of account taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Understanding of internal practices and procedures; coordinate delivery of services. Building and maintaining relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and ot... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Administrator (Trust Group) Responsibilities: Responsible for maintaining client relationships, either by working directly with Clients or in support of Client advisors. Work closely with other service partners, both internal and external, to assure a high quality and responsive service to Clients. Coordinate account opening, asset transfers and account closing process and documentation Act as consultant on difficult client service situations. Participate in proble... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
AM - GWM - Private Bank Trust Administrator Duties: Execution and risk management; interpret and apply terms... of trust to administration of account taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Understanding of internal practices and procedures. Coordinate delivery of services. Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors to... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant Duties: Prepare estate planning documents: Wills, Power of Attorney, Living Wills and Health Care Proxies, and various types of Trust Agreements. Prepare gift and note plans (Medicaid), estate planning asset summaries and flowcharts. Perform the opening and closing of files as requested. Proactively anticipate attorney needs by reviewing calendars and ensuring attorneys are prepared with all necessary documents for client meetings. Manage E-Filing and complet... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant The candidate will be responsible for supporting attorneys and paralegals by performing a variety of administrative duties, including drafting correspondence, answering phones, communicating with attorneys, clients, and court personnel. Will prepare estate planning documents: Wills, Power of Attorney, Living Wills and Health Care Proxies, and various types of Trust Agreements. Prepare gift and note plans (Medicaid), estate planning asset summaries and flowcha... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant/Paralegal Duties: Under the direct supervision of the assigned attorney and the Office Manager, provides administrative and secretarial support for the assigned attorney’s legal practice. In addition to typing, filing and scheduling, this position performs duties such as the coordination of meetings, depositions and hearings. Obtains medical records and other confidential and sensitive information. Regular correspondence with insurance carriers, other counsel... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Family Wealth and Estate Planning Responsibilities:... Prepare estate planning documents: Wills, Power of Attorney, Living Wills and Health Care Proxies, and various types of Trust Agreements. Prepare gift and note plans (Medicaid), estate planning asset summaries and flowcharts. Perform the opening and closing of files as requested. Proactively anticipate attorney needs by reviewing calendars and ensuring attorneys are prepared with all necessary documents for client meetings.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here