Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth... Sr. Fiduciary Advisor is primarily tasked... with fulfilling the fiduciary responsibilities of the company... by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
Liability (Directors & Officers, Employment Practices, and Fiduciary). - Conduct coverage analysis, investigation,... evaluation, negotiation, and disposition of assigned claims. - Collaborate with insureds and defense counsel to manage litigation activities, budgets, and claim outcomes, considering the overall impact on the custome...
Title: Senior Regulatory Support Consultant Job Responsibilities: - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements related to qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72...
Title: Paralegal Job Responsibilities: The Paralegal position at the law firm involves a combination of substantive legal work and office management duties. The role is crucial in supporting the firm's ongoing expansion and daily operations. Key responsibilities include: - Handling paralegal work related...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm will perform a dual role that involves both substantive paralegal duties and office management responsibilities. The candidate will be integral in supporting the firm's continued expansion and managing day-to-day operations. Key responsibilities...
Title: Legal Administrative Assistant Job Responsibilities: As a Legal Administrative Assistant within the private client services team, the candidate will be responsible for a variety of tasks aimed at supporting lawyers and facilitating the smooth operation of legal cases. Key responsibilities include: -...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at a law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, specifically...
Title: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate will be part of the Taxation & Wealth Planning Department at the law firm. The primary responsibilities include: - Engaging in trusts and estate planning, administration, and taxation, particularly...
Title: Associate - Estate & Trust Litigation; Estate Planning and Administration Job Responsibilities: The Associate in the Estate & Trust Litigation; Estate Planning and Administration practice group at a law firm is expected to undertake a variety of responsibilities aimed at effectively...
Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal provides essential legal support for multiple attorneys within the Trusts and Estates Practice Group at a law firm. This hybrid role requires in-office attendance three days per week...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage an... inventory of highly complex Financial Lines claims, characterized by large exposures and requiring specialized technical expertise. This involves verifying policy coverage, conducting investigations, developing and employing resolution strategies, and authorizing disbursements...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) Claims. The key responsibilities include: - Managing an inventory of highly complex Financial Lines claims with significant exposures requiring specialized technical...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage an inventory... of highly complex Financial Lines claims with large exposures, requiring specialized technical expertise and coordination. This includes verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements within authority limits. -...
Title: Associate Attorney - Estate Administration Job Responsibilities: - Conduct research and analyze legal issues in various areas of law, including estate and wealth protection planning, long-term care planning, estate administration, special needs planning, estate tax planning, litigation (such as guardianship, trust...
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal position involves working in a law firm that specializes in estate planning, elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate...
Join Metz Lewis as a Tax, Trusts and Estates Associate Attorney in Pittsburgh H2: Dynamic and Growing Practice Group with Award-Winning Firm Metz Lewis, a Pittsburgh-based law firm, is seeking a Tax, Trusts and Estates Associate Attorney to join...
Title: Senior Associate: Employee Benefits Job Responsibilities: - Demonstrate a minimum of seven years of knowledge and experience in employee benefits law and ERISA, focusing specifically on qualified retirement plans, including traditional defined benefit plans and defined contribution/401(k) plans. - Provide expertise in...
various aspects of employee benefits law and ERISA, with a particular focus on qualified retirement plans. Key responsibilities include: - Advising plan sponsors on benefit structures and ensuring compliance with tax qualification requirements. - Counseling on fiduciary duties related to the... adm...
Title: Legal Practice Assistant Job Responsibilities: - Establish, organize, and maintain physical and electronic case and client files. - Support the development and management of projects and practice group timelines. - Coordinate communication and planning across attorneys and paralegals handling multiple client matters. - Assist...
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
1001 Corporate Drive, Suite 108, Canonsburg, PA 15317 Legal Assistant/Paralegal for Estate Law and Elder Law Experience: Prior experience in a law firm or as a paralegal or legal assistant (estate planning or elder law experience) is a plus but not necessary. Salary:...
1501 Ardmore Blvd, Suite 205, Pittsburgh, PA 15221 JOB TITLE: Legal Assistant/Paralegal - Estate Law and Elder Law H1: Join Our Team as a Legal Assistant/Paralegal in Estate and Elder Law H2: Assist Attorneys in Estate Law, Elder Law,...
Title: Paralegal/Legal Assistant Job Responsibilities: - Draft, edit, and review estate planning documents, deeds, farm transition, and real estate agreements as instructed by a supervising attorney. - Assist in gathering information necessary to ensure clients' estate plans are executed as intended and that...
Title: Estate Administration Paralegal/Legal Assistant Job Responsibilities: The Estate Administration Paralegal/Legal Assistant is responsible for assisting with estate administration cases under the guidance of a supervising attorney. Key duties include: - Preparation of probate documents such as petitions for probate, accountings, and related...
with a variety of fiduciary accounting duties, which include... reviewing different types of fiduciary income tax returns. These... returns encompass federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, PA inheritance tax returns, gift...
Title: Associate Attorney (Remote in Scranton/Wilkes-Barre Area) Job Responsibilities: - Independent handling of cases from inception through resolution. - Drafting legal documents including pleadings, motions, appeals, agreements, and security instruments. - Making appearances at hearings. - Engaging in substantive communication with courts, administrative offices, financial...
and Estates Legal Assistant - Join Our Growing Team at Erie's Top Law Firm Position Overview: We are seeking a highly motivated and skilled Legal Assistant to join our dynamic team at **Members Only**, the top business law firm in...
Title Legal Secretary/Paralegal Probate Job Responsibilities The Legal Secretary/Paralegal Probate is responsible for providing comprehensive administrative and legal support in a high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such...
OverviewA law firm seeks an experienced Trusts and Estates attorney to join their Philadelphia, PA practice. The candidate should possess strong tax and transactional expertise, with a focus on estate, gift, and generation-skipping transfer tax planning, as well as corporate...