Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
Job Title: Business Law/Investment Management Senior Counsel or Associate Job... will join the investment management team within the Business... broad spectrum of investment management matters. Key responsibilities include: -... Regulatory compliance and formation for investment advisers, investment companies, and broker-dealers. - Representation of...
Title: Legal Assistant - Trust & Estates Job Responsibilities: The Legal Assistant in the Trust & Estates department will work closely with a team of estate planning lawyers and staff to ensure that legal documents, including wills, trusts, and powers of attorney,...
on the administration and management of trusts and estates.... Key duties include the preparation of probate pleadings, which are essential legal documents filed with the court to initiate the probate process. The role also requires the preparation of federal estate...
Type Full-time Description Position Summary: Law firm is seeking a full-time Paralegal to join our growing team. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive, client-focused mindset to a dynamic legal environment. Responsibilities will vary depending on the...
- Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. - Ensure...
Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose...
FIDUCIARY TAX ACCOUNTANT: A LUCRATIVE CAREER OPPORTUNITY IN NAPLES, FL H1: Join Our Team as a Fiduciary Tax Accountant in Naples, FL H2: Cummings & Lockwood Seeks Experienced Fiduciary Tax Accountant Are you a skilled accountant looking...
providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset alloc...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
ensure operations remain compliant with legal standards. - Provide legal advice and counsel to various internal functions, drafting, editing, negotiating, reviewing, and interpreting complex commercial agreements. These agreements include asset purchase agreements, merger agreements,... development agreements, sales agreements, distribution agreements, confidentiali...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners in...
Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel, Finance & Treasury (AGC) is tasked with providing comprehensive legal support to various critical teams within the Company. This includes offering legal assistance to the Treasury team on financing and banking matters...
Title: Paralegal Sr Job Responsibilities: The Corporate Paralegal for the Global Finance & Governance group in the Legal Department is tasked with a variety of responsibilities in a corporate legal setting. Under the guidance of attorneys, the paralegal supports Securities and Exchange...
in Naples, Florida. This role is designed for an experienced attorney with a strong background in sophisticated estate planning, wealth transfer strategies, and post-mortem administration. The ideal candidate will bring strong client management skills, technical knowledge, and... a collaborative mi...