Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
several key responsibilities. The primary duty is to process daily receipts of both firm and client funds, along with any other assigned accounting and finance duties. Specific responsibilities include: -... Applying daily receipts, which encompass office, escrow, and miscellaneous funds. - Confirm...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
Associate Attorney – Corporate, Banking & Real Estate (3–6... clients on corporate governance, mergers and acquisitions, and financing transactions. - Support banking clients with regulatory, compliance,... and transactional needs. - Handle commercial real estate transactions, including acquisitions, sales, leases, and financings. - Work...
firm's nationally recognized commercial finance and investment team. The... in a wide range of transactions across the United States. The candidate will be expected to handle various aspects of commercial real estate finance and investment practice, which... involves significant transacti...
Title: Fiduciary Strategist Job Responsibilities: The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of the company by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the relationship management team, the Fiduciary Strategist represents the...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build both internal and external networks to meet business development goals. - Lead the Client Management Process, ensuring a Branded Client Experience by providing access to...
Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening client relationships, and expanding an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of Company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
Six plus years of work experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start...
you have difficulties using this form, please . Law Firm Seeking Experienced Attorney for Corporate Trust Practice H1: Join Our Renowned Corporate Trust Practice at a Top...
Firm Seeking Attorney for Corporate Trust Practice - Minimum 4 Years Experience H1: Join Our Nationally Renowned Corporate Trust Practice as an Attorney with Minimum 4 Years Experience H2: Law Firm in CT Seeking Experienced Attorney for Corporate Trust...
Job Title: Finance/Corporate Trust Lawyer Job Responsibilities: The Finance/Corporate... Trust Lawyer will work... as trustees, administrative agents, escrow agents, and collateral or security agents. The lawyer will handle a wide variety of corporate debt, project finance, municipal bond, secured and... structured finan...
Job Title: Finance/Corporate Trust Lawyer Job Responsibilities: The Finance/Corporate... Trust Lawyer will be... a part of the Corporate Trust practice at a law firm, working closely with the capital markets and loan agency departments of major national banks and other financial institutions....
Job Title: Finance/Corporate Trust Lawyer Job Responsibilities: The Finance/Corporate... Trust Lawyer will be... part of a nationally renowned Corporate Trust practice. The role involves working closely with the capital markets and loan agency departments of major national banks and other financial institutions....
Job Title: Finance/Corporate Trust Lawyer Job Responsibilities: - Join... of major national banks and other financial institutions. - Represent these institutions as trustees, administrative agents, escrow agents, and collateral or security agents. - Engage in a variety of corporate debt, project finance, municipal bo...
Commercial Finance Associate The candidate must... have 3-4 years of finance experience in a law... estate based transactions, structured finance/capital markets and general corporate... matters is considered a plus but not required. Strong loan document and real estate contract/lease drafting...
title: Senior Manager, NYFS Banking and Capital Markets Tax... of clients in the banking and capital markets industry... - Oversee a team and act as the first point of contact for internal and external clients - Monitor tax professionals and...
job title: Global Tax Banking Manager at **Members Only** ... as a Global Tax Banking Manager H2: Become... Hiring a Global Tax Banking Manager in New York,... an experienced Global Tax Banking Manager to join their... Business Tax Services practice....
3 years of related finance experience Location: New Haven,... - Full Time Department: Finance H1: Join the... Accountant! H2: Exciting Opportunity for Experienced Finance Professionals in New Haven!... Bullet Points: - Competitive salary and benefits package...
Job Title: Banking & Capital Markets Tax... Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. This...
Job Title Banking & Capital Markets Tax... Director Job Responsibilities The Banking & Capital Markets Tax... Director at the company is tasked with a range of responsibilities that are central to driving business growth and maintaining the firm's reputation for...
Job Title: Banking & Capital Markets Tax... Director Job Responsibilities: The Banking & Capital Markets Tax... Director at the company is a pivotal role that involves leading the Financial Services Tax team with a focus on integrating technology-enabled tax advisory services. The...
Title: Tax Senior - Banking & Capital Markets Job Responsibilities: As... to clients in the banking and financial services industries.... The Tax Senior will work directly with clients and the tax engagement team while having access to an elite group of specialists...
Title: Tax Senior - Banking & Capital Markets Job Responsibilities: As... a Tax Senior within the Financial Services arm of the Business Tax Services group, the primary responsibilities include providing federal tax consulting to clients in the banking and financial services industries.......
Title: Tax Manager - Banking & Capital Markets Job... to clients in the banking and financial services industries.... - Working directly with clients to manage tax engagement teams and utilizing an elite group of specialists when needed. - Developing and...
Title: Tax Manager - Banking & Capital Markets Tax... federal tax consulting and compliance services to clients in the banking and financial services industries.... - Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. - Advising c...
Real Estate / Commercial Finance Associate The candidate Should... join real estate and finance practice. Should have experience... documents. Experience with structured finance/capital markets and general corporate... matters is considered a plus but not required. Strong drafting and negotiation skills...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from...
in relevant administrative and/or finance role, preferably in a... Overview: - Join a top law firm as a Matter Management Coordinator in our New Haven office - Responsible for coordinating billing and finance functions, as well as... processing n...
Information ? Competitive salary and benefits package offered ? Salary dependent on experience H1: Matter Management Coordinator Position at Law Firm in Greenwich H2: Join Our Team and Help Manage Matters for Successful Clients Overview: - Law...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery in collaboration with the AML and sanctions team. This role involves managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case...
Title AML Consultant Job Responsibilities The AML Consultant will serve as a Project Delivery Specialist in the Regulatory, Risk & Forensic Operate department. The role involves supporting client service delivery by collaborating with the AML and sanctions team. Key responsibilities...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Conducting case investigations to evaluate potential...
Title: AML Project Delivery Senior Analyst Job Responsibilities: In the role of AML Project Delivery Senior Analyst, you will work collaboratively within the company's AML and sanctions team to support client service delivery. Your responsibilities include: - Performing case investigations and assessing potential...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the AML and sanctions team to support client service delivery. Key responsibilities include: - Managing a small team of investigators. - Performing case investigations and quality...
Title: Tax Senior - Global Information Reporting Job Responsibilities: As a Tax Senior Consultant within the Global Information Reporting practice at the company, you will engage in a variety of critical tasks aimed at enhancing international tax transparency within the financial industry....
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the Anti-Money Laundering (AML) and sanctions team to support client service delivery. The specialist will manage a small team of investigators, perform case...
and extend services to banking and asset management clients.... - Collaborate as part of a multi-disciplinary team to leverage insurance industry knowledge and experience. - Oversee a diverse portfolio of clients of varying size and scope, acting as the primary...
Title Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities - Lead teams and manage client accounts within the Corporate Tax - Specialized Tax Services team. - Focus on strategic planning and mentoring junior staff to enhance...
Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax aspects of private credit transactions, including origination, structuring, workouts, and dispositions. - Provide guidance on partnership taxation, including Subchapter K, and the tax implications of multi-tranche, cross-border financing structures, with attention to...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. -...
clients while also serving banking and asset management clients. -... Collaborate as part of a multidisciplinary team to deliver insurance industry knowledge and experience. - Oversee a portfolio of clients of varying size and scope, acting as the primary contact for...
Firm Seeking Tax Controversy Associate in Connecticut, New York, or Massachusetts Job Title: Tax Controversy Associate Location: Connecticut Type: Permanent, Full Time The Law Firm, **Members Only**, is currently seeking a Tax Controversy Associate to join their Connecticut office....
advice to the commercial banking deposit and payment vertical... at the company. - Work closely with line of business clients at all levels, internal legal colleagues, risk management, compliance, regulatory, and audit partners. - Structure complex deposit products and arrangements with third...
Title: Transactional Paralegal Job Responsibilities: Document Management and Preparation - Draft, review, and prepare transactional documents including purchase agreements, contracts, corporate resolutions, credit agreements, security documents, and closing documents. - Coordinate document execution and manage signature processes, including electronic signature platforms. - Maintain comprehensive transaction...
Job Title: Finance Specialist - Law Firm Job... Responsibilities: - Manage multiple bank accounts, including clients’ funds accounts. - Administer all accounts receivable functions, which involves reviewing incoming checks and credit card payments, and posting deposits to appropriate accounts in QuickBooks and the...
Job Title: Finance Specialist - Law Firm Job... Responsibilities: - Manage multiple bank accounts, including clients’ funds accounts. - Administer all accounts receivable functions, such as reviewing incoming checks and credit card payments and posting deposits to appropriate accounts using QuickBooks and Timeslips. -...