a variety of responsibilities within the Trusts, Estates, and Wealth Preservation practice. These include: - Drafting a wide range of estate planning documents such as wills, trust agreements, and related instruments. -... Engaging in direct and frequent interactions with clients. - Advising individual...
Title: Supervisory Paralegal Specialist Job Responsibilities: The Supervisory Paralegal Specialist position at the organization involves providing administrative and technical support related to case development, performing paralegal research, and leading subordinate staff. The selected individual will join a reputable team in the Southern...
Title: Knowledge Management Specialist Job Responsibilities: - Support and manage the law firm's Generative AI solutions, including CoCounsel, Harvey, DraftWise, ThoughtRiver, Kira, FoleyChat, and CoPilot. - Develop and support automated workflows using tools such as DocuSign, HighQ, and Microsoft applications. - Research and recommend...
goals, family dynamics, and financials. - Counsel clients on strategies for wealth preservation, transfer, and tax implications. - Create customized estate plans and charitable giving strategies, which include Revocable and Irrevocable Trusts, SLATS, GRATs, Generation-Skipping Trusts, Special Needs Trusts, and ILITs. -... Manage...
Title: Knowledge Management Specialist Job Responsibilities: The Knowledge Management Specialist is tasked with enhancing knowledge sharing and collaboration within the law firm's AI and innovative technology initiatives. This role involves supporting the implementation of technologies and processes aimed at optimizing the delivery...
understand their unique legal needs and educate them on... the law firm’s services. - Guiding Clients Through the Sales Process: Act as a trusted advisor, explaining complex legal solutions in a way that is clear, reassuring, and compelling. - Managing and Converting...
Title: Estate Planning Attorney Job Responsibilities: - Helping Families Protect Their Legacies: Guide clients through estate planning processes including drafting wills, establishing trusts, implementing asset protection strategies, and preparing healthcare directives and power of attorney documents. - Handling Probate & Estate Administration: Assist...
Title: Client Service Specialist (Hybrid) Job Responsibilities: - Serve as the primary point of contact for clients at the law firm, ensuring a positive and supportive experience from the initial consultation to the conclusion of their legal matters. - Welcome clients warmly and...
understand their unique legal needs and educate them on... the firm’s services. - Guiding Clients Through the Sales Process: Act as a trusted advisor, explaining complex legal solutions in a clear, reassuring, and compelling manner. - Managing and Converting Leads: Follow up...
Title: Professional Development Manager Job Responsibilities: The Professional Development Manager is responsible for designing and implementing impactful training programs for attorneys and professional staff members. In this role, the manager will collaborate closely with the Director of Professional Development, other Talent Team...
includes handling a significant volume of LEDES billing, managing client costs, reconciling trust accounts, and preparing client... reports. Additional duties involve working with Excel spreadsheets, opening new client matters, and addressing various special reconciliation requests. The position... requires meticulous attenti...
Assemble a team of specialists to provide services in wealth planning, investments, private banking, risk management, and trust services. - Ensure delivery and... execution of the Private Bank experience and client service standards. - Develop and prospect internal and external centers...
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 existing client base and new client acquisition - Advise clients on their overall...
Title: Tax Manager - Global Employer Services, Executive Compensation Job Responsibilities: As a Tax Manager in the Global Employer Services (GES) segment, the candidate will leverage their expertise in areas such as Mergers & Acquisitions, Global Pensions, Employment Tax, Global Equity, Executive...
Title: Tax Manager - Global Employer Services, Executive Compensation Job Responsibilities: As a GES Tax Manager, you will leverage your experience in various domains including Mergers & Acquisitions, Global Pensions, Employment Tax, Global Equity, Executive Compensation, Retirement, and Welfare Benefit Plan Consulting...
Title: Tax Manager - Global Employer Services, Executive Compensation Job Responsibilities: As a GES Tax Manager, you will leverage your expertise in executive compensation to provide strategic advisory services. Your responsibilities will include: - Serving as a trusted advisor by...
Title: Legal Executive Assistant Job Responsibilities: - Executive & Administrative Support: - Provide high-level executive administrative support to the Managing Director, including calendar management, meeting coordination, and priority tracking. - Prepare executive correspondence, reports, and presentations with a high degree of accuracy...
Title: Administrative Assistant - Appeals Specialist Job Responsibilities: The Administrative Assistant - Appeals Specialist at the law firm plays a crucial role in supporting the appeals process. The responsibilities include assisting in the execution of the firm's appeals process, scanning and distributing...
IT Access Support Specialist About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years, with a commitment to helping clients succeed. The attorneys and staff at the firm...
Title: Paralegal – Probate & Estate Planning (Hybrid/Remote) Job Responsibilities: The primary role of the Paralegal in Probate & Estate Planning at the law firm involves supporting attorneys through various tasks essential for probate and estate planning processes. The key responsibilities include: -...
Title: Knowledge Management Senior Specialist Job Responsibilities: - Serve as a liaison between attorneys, business professionals, and the Practice Solutions & Research team to develop and implement best practices, procedures, tools, and techniques to aid in the delivery of legal services. - Identify...
Title: Knowledge Management Senior Specialist Job Responsibilities: The Knowledge Management Senior Specialist serves as a crucial liaison between attorneys, business professionals, and the Practice Solutions & Research team at the law firm. This role focuses on developing and implementing best practices, procedures,...
Title: Knowledge Management Senior Specialist Job Responsibilities: The Knowledge Management Senior Specialist serves as a crucial link between attorneys, business professionals, and the Practice Solutions & Research team at the law firm. The primary responsibilities include developing and implementing best practices, procedures,...
Title: Project Finance Closing Specialist Job Responsibilities: - Coordinate with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitor the collection and review of due diligence items from the project sponsor. - Work closely with legal counsel...
Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist, the candidate will play a pivotal role in managing the closings of New Markets Tax Credit (NMTC) transactions. The primary responsibilities include: - Coordinating with Project Finance Managers to transition...
Title: Administrative Assistant - Appeals Specialist Job Responsibilities: - Assist in executing the law firm’s appeals process. - Scan and distribute incoming office mail. - Assist attorneys with entering monthly billing and conduct monthly prebill edits. - Perform general bookkeeping tasks, maintain records, and support...
as needed. - Recording and filing documents on-site, handling special search and document/file assembly... requests. - Organizing and maintaining the file room, working with files, boxes, and written documents weighing up to 50lbs. - Assisting with deposits and scans for daily check pa...
Title: Senior Manager, Practice Group Management Job Responsibilities: The Senior Manager, Practice Group Management is responsible for supporting the Global Management Committee and Practice Group Leaders in achieving the law firm's objectives and enhancing the performance of the Practice Groups. This role...
TITLE: Conflicts and Business Intake Compliance Counsel DEPARTMENT: Office of General Counsel OVERVIEW: The law firm, a global law firm with over 900 attorneys worldwide, seeks a Conflicts and Business Intake Compliance Counsel. This position focuses on identifying and resolving conflicts of...
Title: Senior Associate, Financial Crimes Job Responsibilities: - Assist in leading teams on complex financial crimes advisory engagements, including Anti-Money Laundering (AML), sanctions, and fraud-related assessments, gap analyses, and remediation efforts. - Contribute significantly to the execution of client solutions that...
Title: Senior Associate, Financial Crimes Job Responsibilities: - Assist in leading teams on complex financial crimes advisory engagements, including Anti-Money Laundering (AML), sanctions, and fraud-related assessments, gap analyses, and remediation efforts. - Contribute impactfully to the execution of client solutions that address regulatory...
clients. - Review Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of extended services. - Research and consult on technical matters and special projects. - Proactively build relationships... and communicate ef...
clients. - Review Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution and development of extended services. - Research and consult on technical matters and special projects. - Proactively build relationships... and communicate ef...
Client Relations Specialist About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...
Title: Paralegal Specialist III - SES - 41000610 Job Responsibilities: The Paralegal Specialist III is responsible for a variety of legal and administrative tasks within the **Members Only**, specifically within the Statewide Prosecution Unit. Key responsibilities include: - Managing public records requests, including intake,...
Title: Intake Specialist Job Responsibilities: - Client Communication & Onboarding: Act as the initial point of contact for potential clients, conducting thorough and compassionate intake calls. This involves gathering critical case information, explaining the law firm's process, and ensuring clients feel supported...
Client Relations Specialist Job Responsibilities The Client Relations Specialist is responsible for managing, retaining, and expanding a portfolio of assigned clients through proactive relationship management, onboarding coordination, performance analysis, and cross-functional partnership. The role involves serving as the primary liaison...
in both English and Spanish. The role involves empathetically listening to clients' legal concerns, collecting essential information, and guiding them through the initial case assessment. Creating a warm and welcoming environment is crucial for building trust and confidence with c......
Job Title: Trust Advisor II Job Responsibilities: The Trust... Advisor II is responsible... for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to...
Title: Legal Assistant / Legal Secretary Job Responsibilities: Administrative & Attorney Support: - Provide comprehensive administrative support to attorneys. - Manage attorney calendars, including scheduling client meetings, closings, hearings, and deadlines. - Coordinate appointments with clients, lenders, courts, and third parties. - Answer phone calls and...
Title: Legal Assistant / Legal Secretary Job Responsibilities: The Legal Assistant / Legal Secretary at the law firm plays a crucial role in the daily operations and provides direct support to attorneys handling various legal matters, including business law, commercial and residential...
Title: Case Support Specialist Job Responsibilities: - Assist in the preparation and processing of legal documents, including summonses, subpoenas, complaints, appeals, motions, pre-trial agreements, and requests for production of documents. - Prepare correspondence, office memos, documents, emails, and other materials. - Assist with preparation...
Title: Legal Document Assistant Job Responsibilities: Legal Document Preparation & Formatting - Prepare, format, and proofread legal documents such as contracts, agreements, correspondence, pleadings, disclosures, estate planning documents, and transactional materials - Ensure documents follow law firm templates, court rules,...
Title: Legal Document Assistant Job Responsibilities: Legal Document Preparation & Formatting: - Prepare, format, and proofread legal documents, including contracts, agreements, correspondence, pleadings, disclosures, estate planning documents, and transactional materials. - Ensure documents adhere to law firm templates, court rules, and formatting standards. - Convert...
Title: Associate Attorney - Real Estate Job Responsibilities: The Associate Attorney will be responsible for managing the full life cycle of private equity real estate and finance transactions. This role involves structuring and documenting joint ventures, acquisitions, dispositions, and financings across various...
Title: Associate Attorney - Real Estate Job Responsibilities: The Associate Attorney will be responsible for managing the full life cycle of private equity real estate and finance transactions. Key responsibilities include: - Structuring and documenting joint ventures, acquisitions, dispositions, and financings across various...
Title Associate Attorney - Real Estate Job Responsibilities The Associate Attorney will be responsible for managing the full life cycle of private equity real estate and finance transactions. This includes: - Structuring and documenting joint ventures, acquisitions, dispositions, and financings...
Title: Manager, Ethics and Compliance Job Responsibilities: The Manager, Ethics and Compliance is tasked with the development, implementation, and continuous enhancement of the company's ethics and compliance programs for both shipboard and shoreside operations across North American brands. This role involves the...
OverviewA law firm seeks an Estate Planning Attorney for a hybrid position in Miami, FL. This role involves providing compassionate client service and personalized legal solutions to help families protect their legacies and secure their futures. The position is primarily...