Compliance Officer, Advice and Wealth Management and Retirement &... Officer for Advice and Wealth Management and Retirement &... program across Company Bank, FSB, and all global Advice and Wealth Management activities, as well... as those for the Retirement and Protect...
Title Summer Associate Job Responsibilities The Summer Associate Program is designed to immerse participants in the daily activities of Company. Participants will: - Attend orientation sessions to learn about the company culture and the benefits and responsibilities of being a...
Title Summer Associate Job Responsibilities The Summer Associate Program is a nine to ten-week internship designed for students pursuing advanced degrees such as MBA, PhD, JD, MD, or LLM. Participants will be fully immersed in the day-to-day activities of the company,...
in the Asset and Wealth Management Quantitative Strats division,... you will be fully immersed in the day-to-day activities of the company. The program is a nine to ten-week summer internship designed for students pursuing advanced degrees such as MBA, PhD,...
Job Title Wealth Management - Philanthropic Advisor... within a specific market or region. The advisor collaborates closely with other senior members of the relationship team to fulfill clients' philanthropic planning, wealth planning, estate planning, and... wealth transfer needs. Key resp......
Job Title: Wealth Management - Philanthropic Advisor... or region. The advisor works in close collaboration with senior members of the relationship team to address all client needs related to philanthropic planning, wealth planning, estate planning, and... wealth transfer. Key res...
Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...
Title: Estate & Business Planning Paralegal & Client Care Program Coordinator Job Responsibilities: The role of Estate & Business Planning Paralegal & Client Care Program Coordinator at the law firm involves a combination of traditional paralegal tasks in estate planning and business...
probate matters. - Communicating effectively with clients to address their needs and concerns. - Assisting attorneys with case management and preparing legal documentation. -... Providing administrative support to ensure efficient operation of the law firm. - Managing and organizing files, documents, and records...
client files and document management systems - Answer phone calls,... screen inquiries, and communicate professionally with clients - Draft basic legal documents under attorney supervision - Schedule appointments and manage the Managing Attorney's calendar - Prepare correspondence and maintain communication with clients, courts, and...
primary responsibilities for this role include: - Drafting Wills and Trusts or working on Estate Administration. - Providing essential support to the legal team by assisting with document management and preparation. - Performing various... administrative tasks to support the legal team. - Conducting si...
Responsibilities: - Assist with document management and preparation, ensuring accuracy... and completeness of legal documents. - Perform various administrative tasks to support the legal team. - Engage in significant client contact both over the phone and in-person, requiring excellent communication skills and a...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
attorneys, and others as assigned. This role entails providing administrative and litigation support to attorneys handling probate litigation, trust and estate disputes, and general litigation. The main responsibilities include: - Case Management: Perform general management of... civil litigation and probate l...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development and implementation of strategies for asset protection and wealth management. - Administering trusts and... estates, ensuring compliance with relevant laws and client intentions. - Collaborat...
Title Legal Assistant Bilingual Preferred Job Responsibilities The Legal Assistant will play a vital role in supporting the legal team by providing comprehensive administrative and legal support across a variety of practice areas. Key duties include: - Assisting attorneys with...
Title: Probate Paralegal Job Responsibilities: - Prepare, draft, and file probate pleadings, petitions, and supporting documents. - E-file documents through the Florida e-Filing Portal. - Manage probate case files from opening through closing. - Calendar deadlines and ensure compliance with court requirements. - Communicate professionally with...
Title: Estate Planning Paralegal Job Responsibilities: - Drafting estate planning documents and ensuring accuracy and compliance with legal standards. - Engaging in daily interaction with clients via telephone and email to address inquiries and provide updates. - Coordinating closely with attorneys, including managing attorney...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and execute customized estate plans tailored to client needs. - Provide legal counsel and guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review...
Title: Associate Attorney - Estate Planning and Business Transactions Job Responsibilities: - Draft and review comprehensive estate planning documents, including wills, trusts, powers of attorney, advance medical directives, and other related documents, ensuring meticulous compliance with all applicable laws and regulations. - Advise...
Title: Associate Attorney - Estate Planning and Business Transactions Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of duties within the estate planning and business transactional practice. Key responsibilities include: - Drafting and reviewing comprehensive estate...
understanding of estate law and related legal practices. Key responsibilities include, but are not limited to: - Conducting thorough legal research and drafting legal documents with precision and accuracy. - Handling estate planning tasks, including the preparation and management of wills,...
prenuptial and postnuptial agreements, visitation rights, child custody, grandparents’ rights, protection orders, spousal support, and modifications. - Case Management: Take ownership of legal... cases from the discovery phase through to trial, ensuring thorough preparation and representation. - Client Meetings: Conduct client meet...
Title** Associate Attorney I / Superior Court **Job Responsibilities** The Associate Attorney I position serves to assist the Athens-Clarke County Judge by providing advisory, transactional, and litigation-related legal services to the Unified Government. The key duties and responsibilities of this...
Title: Associate Elder Law/Estate Planning Attorney Job Responsibilities: The Associate Elder Law/Estate Planning Attorney at the law firm is responsible for designing, drafting, and implementing estate and elder law plans. This includes strategizing and prosecuting ABD Medicaid and VA Aid & Attendance...
Title: German-Qualified Attorney Job Responsibilities: - Legal Research, Analysis, and Consultation: Conduct legal research on complex issues related to international estate, inheritance, and tax law, analyzing both German and . legal precedents, statutes, and regulations. This research will shape legal strategies and...
Title: Supervising Attorney (Hybrid) Job Responsibilities: - Supervise, train, and support attorneys, paralegals, and volunteers, ensuring ongoing staff development and conducting weekly case reviews. - Enhance the visibility of the Seniors Unit by engaging with local stakeholders and community organizations. - Identify and facilitate...
Title: Trust and Estates Attorney Job Responsibilities: - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, including preparing court filings, inventories, and...
named beneficiary, requiring corporate action with the advice and consent of the General Counsel and/or Associate General Counsel. - Manage all trusts and estates case files and database management. - Coordinate with Command... and Territorial Finance Departments to ensure proper...
Job Title: Associate Wealth Manager Advisor Job Responsibilities: -... Partner with Wealth Management Advisors (WMAs) to... manage client relationships with more than $2MM in investable assets, ensuring the delivery of the Private Bank experience. - Collaborate with a team of specialists to...
Job Title: Associate Wealth Manager Advisor Job Responsibilities: - Partner... with Wealth Management Advisors (WMAs) for... client relationships with more than $2MM in investable assets to ensure the Private Bank experience is delivered. - Collaborate with a team of specialists to consistently deliver...
Title: Summer Associate Job Responsibilities: - Attend orientation to learn about the company's culture and the benefits and responsibilities of being a member. - Receive specialized training designed to ensure success in the role. - Work on real responsibilities alongside fellow interns and company...
Title: Senior Legal Secretary Job Responsibilities: The Senior Legal Secretary role involves providing legal secretarial support to attorneys in the Office's LPS/Probate or Litigation and Advisory teams within the organization. The incumbent is responsible for the timely preparation, processing, and filing of...
a range of administrative and practice support tasks dedicated to assisting attorneys with trusts and estates matters. Key responsibilities include: - Providing administrative support to attorneys, which encompasses calendar management, scheduling, and document preparation. -... Preparing, editing, and proofreading various legal docume...
Title: IED, Documentation Negotiator - Associate Job Responsibilities: - Negotiate a comprehensive range of trading agreements, including but not limited to ISDA Master Agreements, Credit Support Annexes, stock loan agreements, prime brokerage agreements, listed derivative trading agreements, OTC clearing agreements, tri-party control...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: - Provide strategic legal counsel for the development, deployment, and oversight of artificial intelligence (AI) technologies within the company's broker-dealer and investment advisory operations. - Advise on legal and regulatory issues pertaining to...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: - Provide strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies within the broker-dealer and investment advisory operations. - Advise on legal and regulatory issues related to the...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: This role involves providing strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies across the company's broker-dealer and investment advisory operations. Key responsibilities include: - Advising...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: The Vice President, Assistant General Counsel - AI at the company is tasked with providing strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies within the...
reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires working closely with specialists in various areas such as International tax, state and local tax, and asset management to deliver comprehensive so......
Title: Trial Attorney Job Responsibilities: - Day-to-day handling of motor vehicle accident cases in litigation - Drafting and filing litigation documents including pleadings, discovery requests, discovery responses, demands, motions, and memoranda - Guiding clients through the case process - Interacting with expert witnesses, including conducting...
Title: Trust & Estates Paralegal Job Responsibilities: - Oversee the entire process of trusts and estates in probate, ensuring that all legal and administrative procedures are followed accurately and efficiently. - Prepare, file, and manage probate documents associated with opening and closing estates,...
OverviewA law firm seeks an Estate Planning and Probate Attorney in Seattle, WA. The ideal candidate will provide expert legal advice and representation in estate planning and probate matters, ensuring clients' needs are met with professionalism and clients on...