Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
in the Wealth & Asset Management practice, the primary... advisory work for clients, particularly in the asset management industry. - Collaborating with... Managers through Partners on key client issues in domestic federal, international, and state and local taxation. - Focusing on implementing...
Title: General Counsel Job Responsibilities: The General Counsel acts as the principal legal advisor for the company, playing a strategic role in ensuring legal compliance and guiding the company through complex legal landscapes. Key responsibilities include: Corporate Governance & Executive...
Finance (Loan Servicing & Asset Management) Associate Job Responsibilities: The associate... the loan servicing and asset management team within the... finance matters, focusing on: - Loan servicing consent transactions - Loan modifications and workouts - Loan sales - Other asset management matters The role requires... the candidate...
Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investme...
needs, 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 allocation, invest...
initial handover by the sales team to successfully closing... the case file. - Serve as the primary attorney specializing in estate planning and probate matters, directly engaging with clients to achieve their objectives. - Demonstrate proficiency in estate planning, guardianship, and techniques...
Title: Estate Planning Attorney Salesperson Job Responsibilities: - Conduct estate planning strategy consultations with pre-qualified inbound leads. - Establish authority and trust within the first minutes of every client conversation. - Diagnose client needs and present tailored estate planning solutions. - Confidently ask potential clients...
coordinating the real estate transaction and closing process. - The position is 100% in-office and requires effective communication with corporate staff, outside counsel, title agencies, and on-site sales staff to meet the... company's legal needs promptly and in alignment with def...
needs are met. - Track sales cycle progress on a... maintain a database of current information on new sales opportunities as well as... existing customers. - Close deals that achieve the best deal possible by upselling. - Generate repeat customers by persistently fol...
the loan servicing and asset management team within the... have a strong academic background, law firm or clerking experience, and excellent research, writing, and communication loan servicing consent transactions and loan loan sales and other asset management matte...