External Product Specialists DIVISION Asset & Wealth Management YOUR... IMPACT The company Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role involves assisting clients in achieving their income tax,...
Title: Wealth Preservation Associate Job Responsibilities: - Engage in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as...
Title: Enterprise Security and Monitoring Administrator Job Responsibilities: The Enterprise Security and Monitoring Administrator is tasked with the management and maintenance of the security and monitoring systems within the firm's network, servers, applications, data, and cloud platforms. Key responsibilities include: - Installing, configuring,...
technical issues escalated from the Help Desk. - Deliver deskside and remote support for desktops, laptops, printers, mobile devices, and peripherals. - Assist with software deployments, patching, system upgrades, and hardware lifecycle management. - Support onboarding/offboarding processes and maintain accurate IT asset i...
practical, solution-oriented legal advice to support the engineering, product, and marketing teams throughout the entire product lifecycle. The primary responsibilities include: - Offering subject matter expertise in product counseling, global data protection, intellectual property, and technology... transactions. - Partnering with product a...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel clients on wealth transfer, charitable giving, and asset-protection planning. - Oversee trust and... estate administration matters as needed. - Collaborate...
OverviewA law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ideal candidate will have over 8 years of experience in estate planning, with a focus on tax and business planning. This role is perfect for a self-starter...