The candidate will join estate planning, probate and trusts team. Job Responsibilities include: Open client files. Coordinate client meetings. Prepare legal documents. Witness client execution of documents. Scan and save documents. Manage team filing. Maintain confidentiality of client information. Other duties as assigned. Preferred Qualifications: High school diploma or equivalency and 1+ years administrative experience.
Candidate with experience is preferred. Should be highly motivated, self-starters, and proficient in computer and communication skills. Ability to work independently and accurately is essential. Must possess strong organizational skills. Previous experience with Office 365 a plus.
Secretary and General Counsel
The candidate serve as in-house legal counsel to the Company, providing advice and counsel to the Board of Directors, the President and CEO, and the other officers and managerial employees of the Company on all legal matters affecting the company. Actively participate as a member of the company’s senior management team, addressing important policy, planning, management and business issues facing the Company. Serve as Corporate Secretary, mai...
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Compliance Consultant IV
The candidate will lead all phases of BSA/AML/OFAC regulatory compliance test engagements, including planning, scoping, designing testing strategy and test steps, executing testing, presenting findings to management and writing final reports. Will execute process walkthroughs, identifying and understanding primary/key controls, evaluating control design and the suite of controls. Manage engagements to planned dates, resources, and hours. Execute th...
Legal Assistant / Legal Secretary
Seeking a Legal Assistant to work in an extremely busy and diverse legal practice. The candidate will be responsible for providing legal administrative and clerical support to attorney in the areas of family law and civil litigation. Candidate’s duties include maintaining attorney’s schedule, client interaction, transcribing and drafting correspondence and legal documents, opening and closing files, daily filing, file management and ov...
Senior Fiduciary Officer
The candidate is responsible for the relationship management and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to both existing and new customer...