experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically review and monitor all estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine d...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Trust and Estate Paralegal The candidate will... meet with clients and attorneys to gather information for the preparation of legal documents or Medicaid documents. Will prepare and file probate documents with the Court. Work with clients to value, marshal and distribute estate assets. Identify and discharge... all estate liabilities. Maintain and balance... estate checking account. Preparation of... estate and inheritance tax returns.... Work with tax professionals on the preparation... of f... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant General Counsel - Private Bank (Real Estate and Private Equity) The... candidate will provide primary legal support for the Private Equity and Real Estate business within the Private... Bank. Will structure and negotiate private equity and real estate investment opportunities (including commingled... funds, co-investments, and separately managed accounts) for global client base of high-net worth individuals, trusts, personal investment companies, family offices and charitab... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Officer IV The candidate fulfills fiduciary responsibilities of Bank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with establis... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new rela... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Officer The candidate will be responsible for develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust & Estates Paralegal Responsibilities: Prepares probate and administration proceedings, accounting proceedings (judicial and non- judicial) and other court filings; Assists in the transfer of assets from decedent's or individuals' name to Estate or Trust (including the... preparation of deeds and related tax filing); Assists in preparing,... retaining, and organizing legal documents, agreements, pleadings and accountings related to trust and estate administration; Obtain ap... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Fiduciary Strategist IV - Corporate The candidate leads the delivery of fiduciary advice as part of client servicing and execution of the client experience. Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries. Obtain and reviews and monitors all estate planning documents periodically to... ensure that they fit individual client’s current circumstances. Analyzes and interprets legal instruments to determine duties a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Assistant General Counsel - Private Bank (Real Estate and Private Equity) The... candidate will provide primary legal support for the Private Equity and Real Estate business within the Private... Bank. Will structure and negotiate private equity and real estate investment opportunities (including commingled... funds, co-investments, and separately managed accounts) for global client base of high-net worth individuals, trusts, personal investment companies, family offices and charitab... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Client Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Will be responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Listed under : Legal & Regulatory/Compliance Paralegal Probate Paralegal/Fiduciary Accountant inStamford, CT Salary: unspecified Several opportunities are available in Fairfield County, CT for experienced trusts and estates administration paralegals/fiduciary accountants with a minimum of five years of experience. Candidates must be able to prepare federal and state estate tax returns, federal and... state fiduciary income tax returns, and accountings. Responsibilities... can... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here