Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: -... legal support for Company's Wealth Management's investment advisory business. -... Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation,...
Attorney will join Company’s Wealth Management Legal and Compliance... Division as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and Private Markets businesses, focusing on alternative investment funds and private securities transactions. The attorney...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
Trusts & Estates Associate The candidate will be to work directly with and advise high net worth individuals and family businesses on tax, trust, and estate and business succession matters. Must have 5 years of experience practicing in a law...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning 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...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Legal Assistant (Estate/Trust/Elder Law Department) Job Responsibilities: - Provide comprehensive legal support to attorneys in the Estate/Trust/Elder Law department. - Manage and organize legal documents and files related to estate, trust, and elder law cases. - Assist in the preparation and drafting of...
goals. - Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...
candidate will be doing management of paralegal staff and... ability to work alongside other attorneys. Must have 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. Experience with personal finance, and basic tax, investment and accounting...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...
Title: Attorney Job Responsibilities: - Represent clients in medical malpractice litigation cases with professionalism and efficiency. - Communicate with insurance carriers professionally and in a timely manner. - Draft, review, and revise legal motions, briefs, and other court filings. - Attend court hearings, depositions, expert...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm will be tasked with a variety of responsibilities centered around estate planning and probate processes. Key duties include: - Drafting and preparing estate planning documents such as trusts, wills, and powers of attorney,...
Title: Associate Attorney (Hybrid) Job Responsibilities: - Supervise all aspects of trust and estate planning, administration, and estate litigation, including probate proceedings. - Review and oversee the drafting of complex estate planning documents, such as revocable and irrevocable trusts and wills. - Advise clients...
Title: Legal Administrative Assistant Job Responsibilities: - Handle office correspondence and administrative tasks, which include responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and notifying the team about upcoming deadlines. - Be prepared to undertake any other necessary...
off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management Advisor H1... Heading: Join Our Team as...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
Tax Senior in the Wealth & Asset Management practice,... the key responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects maintaining exceptional delivery - Build and maintain executive-level client relationships - Mentor and guide the...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to deliver exceptional results. - Manage client service accounts and engagement workstreams, ensuring they align with client expectations. - Independently solve and analyze complex problems to produce top-quality...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
NYFS International Tax, Asset Management New York, NY;... Short Hills, NJ; Stamford, CT 121445 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery in collaboration with the AML and sanctions team. This role involves managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Conducting case investigations to evaluate potential...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the AML and sanctions team to support client service delivery. Key responsibilities include: - Managing a small team of investigators. - Performing case investigations and quality...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As a Japanese Business Network - Private Tax Senior Associate, you will be an integral part of the team that provides business advisory services to private companies. Your responsibilities will include: -...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: The role of a Japanese Business Network - Private Tax Senior Associate at the company involves working within the department to assist private companies with an array of business advisory needs....
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Trusts and Estates Associate Attorney Job Location: White Plains, NYJob Overview A prominent law firm is seeking a skilled Trusts and Estates Associate Attorney to provide high-quality legal services to high-net-worth individuals, families, and businesses. The attorney will collaborate...