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...
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: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for managing daily activities related to Trust Administration, providing essential support to attorneys, and engaging with clients. The role involves a hybrid work model, requiring the paralegal to work two...
Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for a wide range of duties that support the administration of trusts and estates. This role involves both client-related and administrative responsibilities, requiring the paralegal to work collaboratively with attorneys,...
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: Trusts and Estates Administrative Paralegal Job Responsibilities: - The trusts and estates administrative paralegal is responsible for managing and producing a high volume of complex, detailed work related to domestic estate administration, trust administration, and fiduciary accounting. - The paralegal must handle...
Job Title: Private Wealth Paralegal Job Responsibilities: The Private Wealth... Paralegal is tasked with... in the administration and management of trusts and estates... in probate. This role involves a variety of responsibilities, including but not limited to: - Overseeing all aspects of trusts...
Title: Estate Planning Attorney Job Responsibilities: - Meet with prospective clients for consultations to gather necessary information for planning recommendations. - Engage with current and former clients to review and update estate plans. - Quote fees and manage the client engagement process for estate...
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: 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...
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...
Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high?performing estate planning and trust administration team in Brentwood, Tennessee. This is a long?term role for someone who enjoys real responsibility, owns...
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...
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...
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: Legal Intern Job Responsibilities: - Collaborate closely with colleagues to achieve business objectives and priorities as defined by the specific line of business. - Gain a comprehensive understanding of a corporate legal department’s litigation, compliance, corporate, and regulatory functions. - Conduct legal research...
Title: Senior Research Analyst Department: Office of Financial Empowerment Job Responsibilities: - Lead data and analytic support for Office of Financial Empowerment (OFE) programs and development. - Oversee research projects on financial empowerment, financial health, financial capability, financial products and services, and predatory business...
Title: Senior Research Analyst Job Responsibilities: - Lead data and analytic support for the Office of Financial Empowerment (OFE) programs and program development. - Oversee research projects on financial empowerment, financial health, financial capability, financial products and services, and predatory business practices impacting...
Title: Senior Research Analyst Job Responsibilities: - Lead data and analytic support for the Office of Financial Empowerment (OFE) programs and development. - Oversee research projects on topics related to financial empowerment, financial health, financial capability, financial products, services, and predatory business practices...
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 Associate Elder Law and Estate Planning Attorney in Leesburg, VA. This role offers the opportunity to work closely with experienced attorneys, providing mentorship and fostering professional growth in a supportive environment. The position involves designing...