Job Title: Wealth Management Advisory Attorney, Vice... legal issues within the Wealth Management business. - Provide legal... staff, Regional and Complex Management, Divisional, Regional and Complex... Risk Officers, and Home Office personnel. - Conduct legal research and draft memos. - Draft letters to...
Job Title: Wealth Management Advisory Attorney, Vice... legal issues within the Wealth Management business. - Provide legal... staff, Regional and Complex Management, Divisional, Regional and Complex... Risk Officers, and Home Office personnel. - Conduct legal research and draft memos, letters to clients,...
Job Title: Wealth Strategist, Vice President Job Responsibilities: -... perspective. - Advise individuals and families on all aspects of wealth transmission, including tax-efficient estate... planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. -...
Job Title: Wealth Management Advisor- II Job Responsibilities: -... articulate and achieve their wealth goals. - Create streams of... credentialed specialists to provide wealth planning, investments, private banking,... risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client...
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,...
Job Title Asset & Wealth Management, Private Family Office... Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners...
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 Technology Business Analyst Job... Responsibilities: The Wealth Management Technology Business Analyst... law firm's client relationship management (CRM) system and supporting... various technology platforms. Key responsibilities include: CRM Support & Administration: - Providing first-line CRM support and resolving 80%-90% of incoming...
Job Title Asset & Wealth Management, GS Ayco Quality... Training and Development Specialist, Associate Job Responsibilities As part of the Training & Development team, the Associate is responsible for the development and delivery of Ayco's training material across the company....
Job Title Asset & Wealth Management, GS Ayco Quality... Training and Development Specialist, Associate Job Responsibilities As part of the Training & Development team, the Quality Training and Development Specialist, Associate, will be responsible for developing and delivering training materials throughout...
Job Title Asset & Wealth Management, GS Ayco Quality... Training and Development Specialist, Associate Job Responsibilities As part of the Training & Development team, the Quality Training and Development Specialist, Associate, will be responsible for the development and delivery of Ayco's...
Job Title: Asset & Wealth Management, GS Ayco Quality... Training and Development Specialist, Associate Job Responsibilities: As part of the Training & Development team, the Quality Training and Development Specialist is responsible for the development and delivery of Ayco's training...
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...
and optimizations. Utilize advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for ultra-high net... worth (UHNW) clients. - Act as a subject matter expert in document reviews by interpreting key trust provisions and fiduciary law, assessing var...
Title: Trust Relationship Strategist, Vice President Job Responsibilities: - Serve as a subject matter expert in assisting high net worth clients with income, trust and estate, and tax planning, with a specialization in the administration and restructuring of trusts. - Interpret and understand...
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...
Title: Estates and Trust Paralegal Job Responsibilities: Trust and Estate Administration Support - Assist attorneys with post-death trust and estate administration matters from opening through closing. - Prepare and organize probate and non-probate administration files. - Draft routine correspondence to beneficiaries, fiduciaries, and financial institutions. -...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will collaborate with multiple attorneys and staff to manage all phases of probate, guardianship, and trust administration from start to finish. The role requires handling complex legal matters with the following key responsibilities: - Prepare...
transcription of legal documents. - Manage case files and documents using document management and other file storage... platforms. - Support litigation processes, including filing court documents and maintaining case calendars. - Perform data entry and maintain accurate records of case information. - Assist w...
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 Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
case files using document management systems such as iManage,... LexisNexis, Westlaw, and PCLaw. - Conduct comprehensive legal research across multiple practice areas including estate planning, environmental law, immigration law, family law, securities law, workers' compensation law, personal injury law, tribal law...
Title: Paralegal / Legal Assistant / Legal Secretary Job Responsibilities: The Legal Assistant is required to provide comprehensive legal administrative and clerical support to attorneys across various areas of practice, including family law, litigation, real estate, business/transactional law, and estate planning. The...
cases, ensuring efficient case management. - Draft and proofread a... variety of legal documents and correspondence, including court pleadings, estate planning documents, real estate documents, and business documents, to ensure they meet legal standards for accuracy and completeness. - Communicate effectively with...
attorneys by providing high-level administrative, research, and case management support. Your responsibilities will... include: - Assisting attorneys with case preparation, including drafting legal documents and correspondence. - Conducting thorough legal research using tools such as LexisNexis and Westlaw to support ongoing cas...
client intakes, scheduling appointments, responding to website inquiries, and assisting with calendar management including deadlines and due... dates. - Collaborate with the attorney, staff, and clients to prepare and finalize Estate Planning documents. - Manage Probate/Trust Administration Files and follow up wit...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with managing and efficiently producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The paralegal must...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The Legal Assistant will be responsible for supporting attorneys in the Private Clients and Fiduciary Services Group. Key responsibilities include: - Typing, revising, and proofreading legal documents and correspondence. - Timekeeping and processing...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The role of Legal Assistant is a full-time, hourly position dedicated to supporting attorneys within the Private Clients and Fiduciary Services Group at the law firm. The responsibilities associated with this...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm is expected to undertake a variety of responsibilities in support of the firm's legal operations. Key duties include: - Supporting attorneys in various legal tasks and managing documentation. - Drafting pleadings for court and...
Title: Paralegal Job Responsibilities: The Paralegal role at the law firm involves supporting attorneys in a variety of legal tasks. The responsibilities include managing documentation, drafting pleadings for court, and calendaring deadlines. The paralegal is expected to communicate efficiently with clients and...
and clients in the management of trust and estate... matters. The paralegal will engage in various tasks to ensure efficient administration and compliance with legal standards. Key responsibilities include: - Meeting with attorneys, clients, and other professionals to discuss assigned cases...
Legal Assistant Job Responsibilities: - Document Management: Review, organize, and save... scanned documents, including Medicaid-related notices and client files. - Case Initiation: Prepare project binders and initial spreadsheets for new cases, ensuring all information is accurate and well-organized. - Client Engagement: Assist in client...
Title: Paralegal - Trust & Estates Job Responsibilities: - Draft fundamental estate planning and funding documents. - Review advanced estate planning documents. - Draft probate and trust settlement documents. - Possess knowledge of the rules of procedure governing estate and trust administrations. - Complete tasks and...
Title: Probate Paralegal Job Responsibilities: - Interacting with current and potential clients, various agencies, offices, and court staff - Answering the phone, making calls, and returning calls - Scheduling appointments - Drafting and responding to emails and letters - Mailing correspondence...
busy estate planning case management process from start to... finish, including initial client intake, engagement letters, client follow-up, tracking completion of each estate planning phase, and coordinating with legal assistants, paralegals, and attorneys. - Assist attorneys in drafting and preparing legal...
Title: Legal, Third Party Wealth Asset Management Attorney, Vice... within the Asset and Wealth Management (AWM) legal team.... The attorney's primary responsibilities include: - Overseeing the distribution and marketing of registered funds, separately managed accounts, and model portfolios, which invest...
to the preparation and management of legal documents and... processes. Key responsibilities include: - Preparing legal documents such as wills, pleadings, motions, petitions, guardianship applications, and power of attorney requests. - Drafting business plans and financial reports pertinent to trusts an...
Title: Employment Law Attorney Job Responsibilities: - Represent the company, its affiliates, and employees in a broad range of employment law matters, including issues related to terminations, sexual harassment, discrimination, wage and deferred compensation issues, and compliance with state and federal laws. -...
Title Legal Counsel - Employment Law Job Responsibilities - Represent the company, its affiliates, and employees in a wide range of employment law matters, including but not limited to termination issues, sexual harassment, discrimination, wage and deferred compensation issues, and...
Title: Legal Assistant/Paralegal - CEP Job Responsibilities: The legal assistant/paralegal will work in the area of comprehensive estate planning. Key responsibilities include: - Drafting, editing, and reviewing legal documents. - Meeting and communicating with clients to ensure their needs and expectations are met. - Organizing...
Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to...
on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and... its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large-scale o...
on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and... its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large...
impact the Company's operations, strategies, or profitability. - Provide legal advice for the management of the Corporation and... its subsidiaries. - Serve as a legal advisor to various businesses within the Company. - Review and analyze complex, large-scale, or...
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: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, your primary responsibilities will include: - Collaborating with the team onsite in a manner that is both efficient and aligns with the firm's systems, processes, and deadlines. - Meeting and communicating...