Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
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Other (Legal and Compliance) The candidate handles legal inquiries raised by Complex/Branch Risk Officers, Branch Management, Financial Advisors, Field Support Groups (. National New Accounts, Operations) and other personnel in the firm's retail brokerage branch system. The types of issues that the FSU addresses include, issues relating to trusts, estates, guardianships, conservatorships, powers of attorney, UTMA/UGMA accounts, individual retirement accounts,... Bachelor of... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Special Accounts Advocate / Special Accounts Paralegal The candidate reviews and decisions on the acceptance of legal documents related to all areas of Special Accounts, including: Powers of Attorneys, Trust Agreements, Letters of Guardianship, Letters of Administration, Summary of Administration, Disposition Without Administration, Deeds, Notary Affidavits, Survivor Affidavits, Objection to Claims, Satisfaction of Claims, Writ of Garnishments, IRS Levy, Child Support... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
2 The candidate to join the Client Relationship Group section within the Wealth and Investment Management Division providing legal support associated with the retail brokerage and private bank activities. The responsibilities of the position include handling matters from retail brokerage sales channels and operations teams regarding trusts, estates, guardianships, UTMAs, tax waivers, powers of attorney, and pledged accounts. Responsibilities also include reviewing... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
2 The candidate to join the Client Relationship Group section within the Wealth and Investment Management Division providing legal support associated with the retail brokerage and private bank activities. The responsibilities of the position include handling matters from retail brokerage sales channels and operations teams regarding trusts, estates, guardianships, UTMAs, tax waivers, powers of attorney, and pledged accounts. Responsibilities also include reviewing... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
II - Retail Brokerage Branch Support The candidate will be handling matters from retail brokerage offices regarding trusts, estates, guardianships, UTMAs, tax waivers, powers of attorney, and pledged accounts. Responsibilities also include reviewing and revising related policies and procedures, as well as additional projects and tasks as needed, including researching statutes and regulations. Should have 3+ years of paralegal experience demonstrated through work or... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
II - Retail Brokerage Branch Support The candidate will be handling matters from retail brokerage offices regarding trusts, estates, guardianships, UTMAs, tax waivers, powers of attorney, and pledged accounts. Responsibilities also include reviewing and revising related policies and procedures, as well as additional projects and tasks as needed, including researching statutes and regulations. Should have 3+ years of paralegal experience demonstrated through work or... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
II - Retail Brokerage Branch Support The candidate will be handling matters from retail brokerage offices regarding trusts, estates, guardianships, UTMAs, tax waivers, powers of attorney, and pledged accounts. Responsibilities also include reviewing and revising related policies and procedures, as well as additional projects and tasks as needed, including researching statutes and regulations. Should have 3+ years of paralegal experience demonstrated through work or... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
4- Wealth & Investment Management Division The candidate will be handling matters regarding trusts, estates, guardianships, UTMAs, tax waivers, and powers of attorney. Reviewing and revising related policies and procedures, conducting and coordinating legal research, developing and maintaining training materials, as well as additional projects and tasks as needed. Flexibility to handle a wide variety of tasks, changing priorities, and excelling in time management.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
4- Wealth & Investment Management Division The candidate will be handling matters regarding trusts, estates, guardianships, UTMAs, tax waivers, and powers of attorney. Reviewing and revising related policies and procedures, conducting and coordinating legal research, developing and maintaining training materials, as well as additional projects and tasks as needed. Flexibility to handle a wide variety of tasks, changing priorities, and excelling in time management.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
4- Wealth & Investment Management Division The candidate will be handling matters regarding trusts, estates, guardianships, UTMAs, tax waivers, and powers of attorney. Reviewing and revising related policies and procedures, conducting and coordinating legal research, developing and maintaining training materials, as well as additional projects and tasks as needed. Flexibility to handle a wide variety of tasks, changing priorities, and excelling in time management.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here