Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: ... Lead the delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal is responsible for a comprehensive range of duties associated with the administration of decedents’ estates, conservatorships, and trusts. The role involves filing petitions and accompanying documents with the Probate Court, locating assets and debts,...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing various aspects of trust and estate administration. Key duties include: - Administering decedents’ estates, conservatorships, and trusts. - Filing petitions and related documents with Probate Court. -...
Title: Paralegal-Estate Administration Job Responsibilities: The Paralegal-Estate Administration at the law firm is primarily responsible for managing the administration of decedents’ estates, establishing and monitoring conservatorships and trusts, filing petitions along with accompanying documents with the Probate Court, and locating assets and...
Title: Accounts Receivable Assistant Job Responsibilities: Under the general direction of the US Accounts Receivable Supervisor, the Accounts Receivable Assistant is tasked with several key responsibilities. The primary duty is to process daily... receipts of both firm and client funds, along with...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
Title: Estate Administration Attorney Job Responsibilities: - Oversee and manage the full range of estate administration tasks, including probate, trust administration, and asset distribution. - Provide expert legal advice to clients regarding the probate process, estate planning, trust administration, and estate tax. - Draft...
Title: Paralegal - Estates/Trusts Job Responsibilities: The primary responsibilities for the Paralegal in the Estates/Trusts role include the preparation of Surrogate's Court petitions and related documents necessary for the Probate or Administration of an Estate. The role requires significant client...
Title: Paralegal - Estates/Trusts Job Responsibilities: The primary responsibilities for the Paralegal - Estates/Trusts position include preparing Surrogate's Court petitions and related documents for the Probate or Administration of an Estate. The role involves significant client contact to assist attorneys in representing...
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
OverviewA law firm seeks a Trusts and Estates Associate to join their Connecticut office. The successful candidate will become part of a dynamic team dedicated to providing exceptional legal services in estate planning, estate settlement, and trust legal counsel...