Job Title: Wealth Management Advisor Job Responsibilities: 1. Sales: -... resulting in Assets Under Management (AUM), Loans, Deposits, Estate... Planning, and Wealth Planning. - Serve as the Core Team Member for One Bank to identify opportunities with new and existing bank c...
Job Title: Wealth Management Advisor Job Responsibilities: - Serve as... teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client service standards. - Develop and...
**Wealth Management Advisor** **Job Title:** Wealth Management Advisor **Job... Responsibilities:** The Wealth Management Advisor serves as a... their wealth goals. The role involves creating streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. The... advisor en...
Title: Legal Assistant Job Responsibilities: - Gather information about legal issues from clients through interviews. - Organize case filing systems to ensure all documents are properly sorted and easy to locate, along with performing other administrative duties as needed. - Draft subpoenas and coordinate...
Title: Experienced Paralegal in Probate & Estate Planning Job Responsibilities: - Prepare and assess legal documents related to probate, guardianships, trusts, and estate planning. - Draft, review, and refine estate planning documents, probate pleadings, and trust and guardianship accounting. - Transcribe legal documents, maintain...
Assistant Job Responsibilities: - Daily case management involving interaction with attorneys,... telephone, mail, and email. - Scheduling and setting appointments, depositions, hearings, and mediations. - Utilizing case management software to track and... update case matters and tasks, and maintain a calendar for responses, hearing...
years of demonstrated investment management and private fund formation... the areas of investment management and private funds, including... investment adviser regulatory matters and formation of open and closed-end private funds is required. Experience representing family offices and institutional investors is...
IP Strategy Development - Advise management on the development and... implementation of intellectual property strategies that align with the company's business objectives. - Conduct assessments of the IP portfolio and recommend enhancements to increase value. - Assist the company in navigating international IP...
Title: Real Estate Paralegal Job Responsibilities: - Support attorneys by preparing, reviewing, summarizing, and finalizing legal documents with meticulous attention to detail. - Review title and survey materials and coordinate with title companies to resolve issues and ensure timely and accurate completion of...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Perform a variety of legal administrative support duties and deliver high-quality service to clients, ensuring commitment to integrity and excellence. - Handle all aspects of administrative support for attorneys in estate planning matters...
Title: Associate Attorney Job Responsibilities: - Handle litigation and transactional cases in the areas of Probate, Guardianship, Real Estate, and Estate Planning. - Conduct legal research and draft, proofread, and finalize legal memoranda, briefs, motions, pleadings, contracts, and estate planning documents. - Oversee probate...
and ensuring accurate and organized documentation. Key responsibilities include: - Assisting attorneys with legal case management by organizing files and... maintaining case documentation. - Utilizing document management systems to ensure all... files are easily accessible and up-to-date. - Drafting and proofreading legal docu...
Assistant Job Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant role at the law firm involves a variety of tasks essential to legal proceedings and client interactions. The key responsibilities include: - Legal Document Preparation: The candidate...
in the Wealth & Asset Management practice, you will... have a range of responsibilities that focus on tax compliance and advisory work for clients within the financial services industry. Key duties include: - Handling tax compliance accounts for hedge funds, mutual...
in the Wealth & Asset Management practice, you will... be responsible for tax compliance and advisory work for clients. This includes working with Managers through Partners on key client issues in domestic federal, international, and state and local taxation with...
Title: Senior Associate, Financial Crimes - Data & Analytics Job Responsibilities: - Assist financial institutions in addressing financial crimes such as Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC)/sanctions across all three lines of...
Title: Senior Associate, Financial Crimes - Data & Analytics Job Responsibilities: - Assist financial institutions in addressing financial crimes, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC) matters across all three lines of...
Title: Paralegal/Legal Assistant starting at 35k Company: Law Firm Education and Experience: - Education: Associate's degree in paralegal studies or a related field. A Paralegal Certificate is a plus. - Experience: Minimum of 2-3 years of experience in fiduciary litigation or similar practice areas...
responsibilities include the preparation of estate planning documents, which involves creating legal documents that outline the management and distribution of a... client's estate. The attorney will also administer estates and trusts, ensuring that the terms of the estate or...
Title: Estate Planning Paralegal Job Responsibilities: - Draft estate planning documents, including revocable and irrevocable trusts, wills, durable powers of attorney, health care directives, deeds, trust funding documents, and miscellaneous resources. - Maintain client files and track case progress using Zoho CRM and...
Assistant Job Title: Legal Assistant Job Responsibilities: The legal assistant will be responsible for providing comprehensive support in the areas of estate planning, probate, and trust administration. Key responsibilities include: - Drafting estate planning documents such as wills, trusts, and directives. - Managing full and summary...
- Transactions Job Responsibilities: The Transactions Management Analyst is integral to... the Transactions Team, responsible for managing a wide array of tasks related to high-level Transfers and Routine Consents involving Fannie Mae, Freddie Mac, and Master Servicers as Lenders. Key responsibilities include: -...
technical and practical issues regarding the taxation of financial products, including debt instruments, derivatives, tax hedging transactions, foreign currency transactions, cryptocurrency transactions, dealing, trading, or investing in securities or commodities, intercompany cash management, distressed debt workouts, and... tax amortization c...
Title: Marketing Specialist Job Responsibilities: - Execute marketing strategies to establish Non-Stuffy Attorneys as a standout legal brand with unlimited potential. - Support and contribute to the ongoing marketing initiatives of the law firm. - Create, edit, and produce engaging video content, including short-form...
Title: Non-Attorney Salesperson - Case Specialist Job Responsibilities: The Case Specialist at the law firm serves as a pivotal non-attorney role focusing on client intake and sales. The primary duties include conducting initial consultations with prospective new clients (PNCs) to sell legal...
Title: Contract Commercial Litigation Attorney - Florida Job Responsibilities: The role of a Contract Commercial Litigation Attorney at the law firm involves a variety of responsibilities centered around handling complex commercial disputes. Key duties include: - Representing clients in all phases of commercial...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: As a Private Banker in the . Private Bank, the primary responsibility is to advise families on building, preserving, and managing their wealth. This role involves using knowledge of...
Strategy Development - Advise management on the creation and... implementation of intellectual property strategies that align with the company’s business objectives. - Conduct IP portfolio assessments and recommend ways to enhance value. - Help the company navigate international IP issues...
Partner, Private Client Group Job Responsibilities: - Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals. - Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals. - Advise clients on...
Partner, Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and Directors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: The company is a New York City based Certified Public Accounting...
Title Senior Paralegal - Trust & Estates Job Responsibilities The successful candidate will be responsible for supporting the trust administration and estate planning team at the company. Key responsibilities include: - Preparation of Legal Documents: - Drafting, reviewing, proofreading,...
Title: Associate Attorney Job Responsibilities: - Handle all aspects of civil litigation and pre-litigation, including pleadings, discovery, motions, and court appearances - Manage immigration cases, including family-based petitions, employment-based matters, waivers, and naturalization - Draft, review, and execute trust and estate planning documents such...
Title: Experienced Probate Dispute Attorney (Hybrid) Job Responsibilities: - Represent clients in probate litigation matters, including will contests, trust disputes, breach of fiduciary duty claims, and other estate-related conflicts. - Conduct thorough legal research and analysis to develop case strategies and arguments. - Draft...
Attorney Job Title: Associate Attorney Job Responsibilities: - Manage and represent clients in legal proceedings, draft legal documents, and advise on legal transactions. - Handle probate and estate administration matters from start to finish. - Develop estate plans tailored to client needs, including wills, trusts,...
Title: Associate Attorney Job Responsibilities: **MEMBERS ONLY**SIGN UP NOW***. is looking for a professional and experienced attorney to join their team. The candidate will be responsible for a range of duties essential to the practice, specifically in the areas of probate, guardianship, and estate planning....
Title: Medicaid Specialist II Job Responsibilities: The Medicaid Specialist II is tasked with facilitating the approval of an individual's Medicaid application for long-term care assistance. The role involves working closely with clients to ensure smooth processing and submission of their Medicaid applications....
is looking for an experienced Associate Counsel to join their Legal Team in Miami, Florida. This full-time position offers a competitive salary and benefits package, as well as opportunities for career development. As a part of the world's leading vacation-industry...
Overview: A law firm is seeking an Associate Attorney with 0 to 4 years of experience to handle a variety of litigation and transactional matters in the areas of Probate, Guardianship, Real Estate, and Estate Planning. The ideal candidate will...