Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Title: Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This involves...
Title: Litigation Paralegal Job Responsibilities: - Assist attorneys with heavy file review, case organization, and litigation support - Draft and manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Title: Partner Job Responsibilities: The Partner at the law firm will be responsible for leveraging their expertise and experience to contribute to the growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book...
Title: Associate Attorney Job Responsibilities: - Utilize legal experience and client service skills to address legal issues across various practice areas within a limited scope representation capacity. - Draft legal letters and review documents. - Consult with clients via telephone to provide legal guidance...
Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including but not limited to last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health...
Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax and Wealth Planning Paralegal at the law firm is tasked with a variety of responsibilities that support the trusts and estates team. This role requires the management of calendars, specifically focusing on...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
Title: Trust & Estate Planning Attorney Job Responsibilities: - Draft wills, trusts, and powers of attorney for clients and their families, ensuring that the documents accurately reflect the clients' wishes and comply with legal standards. - Provide expert advice on estate planning matters...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) claims. The role involves handling claims with large exposures that require specialized technical expertise and coordination. The consultant is expected to: -...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: The Sr. Trial Attorney will be responsible for delivering top-quality legal services within a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. The role involves representing clients...
D&O, Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity under limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis and determining exposure. - Setting appropriate reserves and resolving claims ac...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define the strategic direction for the Default team, focusing on technology-enabled tax advisory benefits through digitization, automation, and increased efficiencies. - Lead initiatives in business development and client relations, making impactful decisions that...
Title: Employee Benefits and Executive Compensation Attorney Job Responsibilities: - Engage in a mid-level Attorney role within the Employee Benefits and Executive Compensation practice group at the law firm. - Provide legal services within a sophisticated labor and employment law practice, representing premier...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team. - Handle defense civil litigation in Georgia counties for both state and federal courts. - Manage all aspects of cases,...
services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance. - Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation. This... involves planning and executing client tax engagements to exceed client expectations and meet company profitabilit...
Title: Account Payable Specialist Job Responsibilities: - Primarily responsible for the law firm's full-cycle accounts payable functions, which include entering invoices, cutting checks, and setting up new vendors. - Managing accounts payable using Elite Enterprise and other banking programs. - Handling accounts payable for...
the registered investment adviser (RIA) and related financial services entities of the company. Key responsibilities include: - Drafting, reviewing, and maintaining advisory client agreements, disclosures, and regulatory documents for RIA services. - Providing legal counsel on the Advisers Act, including fiduciary dut...
Title: Paralegal (Wills & Probate / Estate Planning, Business Formation, Personal Injury) Job Responsibilities: - Draft and prepare legal documents tailored to the specific practice areas of wills & probate, estate planning, business formation, and personal injury. - Conduct legal research and manage...
Title: Attorney Job Responsibilities: - Conduct real estate closings with professionalism and a client-first focus, ensuring that all transactions are completed smoothly and efficiently. - Draft purchase agreements and related documentation to maintain the momentum of deals and ensure all parties are clear...
office of our client seeks attorney with a background in corporate, real estate, and trusts and estates matters....