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,...
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 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: 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: 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...
specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning,... and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring the profitable growth of the portfolio. - Serve as a segment or industry specialist ac...
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...
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...
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...
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...
Title: Paralegal Job Responsibilities: As a paralegal at the law firm, you will be responsible for managing a variety of tasks essential to the legal process. Your primary duties will include taking the lead and proactively managing cases from initiation to conclusion....
Assistant Law Firm Full-time Medical, Dental, Vision, Retirement Job description Law firm is seeking a full-time Legal Assistant for our office. The ideal candidate will be dependable, self-motivated, disciplined, punctual, detail-oriented, able to multi-task, and a team player. Job Title: Legal Assistant Job Responsibilities: - Provide administrative support...
Title: Estate Planning Attorney - 4 days a week (Salary plus bonus) Position Summary: The Estate Planning Attorney is responsible for meeting with prospective and returning clients to conduct consultations and analyze estate plans. The attorney will ensure that legal documents are...
Title: Associate Attorney, Tax & Estate Planning Job Responsibilities: - Work on advanced estate and income tax planning matters. - Engage in highly customized drafting of foundational and advanced estate planning documents. - Meet with and advise clients on the proper design and structure...
Attorney Job Responsibilities: - Full Case Management: Manage and resolve a... diverse caseload of Probate, Trust, Estate Planning, and Conservatorship matters from beginning to end, including litigated matters. - Direct Advocacy: Represent clients in court, mediations, and depositions throughout Southern California. - Client Engagement:...
Title: Senior Family Law Litigation Attorney Job Responsibilities: - Provide legal services in all aspects of family law, estate planning, and probate law, with a specialization in high asset and highly complex family law cases. - Exhibit substantive knowledge of statutes, regulations, and...
Services business within the Wealth and Investment Management (WIM)... division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute... resolution. Key responsibilities include: - Leading complex initiatives with broad impact...
Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates in the Private Client Services practice are responsible for managing and supporting their team on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest...
Title: Legal Secretary - Insurance Defense / Personal Injury Job Responsibilities: - Provide administrative support to 2–3 attorneys, including managing calendars, scheduling appointments, court appearances, and depositions. - Draft, proofread, and file legal documents such as pleadings, motions, discovery responses, deposition notices, and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: As a Tax Manager focused on Estate, Gift & Trust at Company, you will have the opportunity to deliver tax and business advisory services and tax compliance to small business clients....
Job Title: Asset & Wealth Management - Tax Senior... within the Asset and Wealth Management team at the... with top asset and wealth management clients globally. Your... key responsibilities will include: - Leading and managing large-scale projects to achieve successful outcomes. -...
Job Title: Asset & Wealth Management - Tax Senior... within the Asset & Wealth Management team at the... company, you will be entrusted with a range of responsibilities designed to leverage your expertise and leadership skills. These responsibilities include: - Leading...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities A career in the Financial Services Tax practice within the Corporate Tax services at the company involves helping clients manage their tax obligations and understand the impact of tax...
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 while maintaining exceptional delivery standards. - Build and maintain...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define and set the strategic direction for the Default team within the department. - Lead business development initiatives and manage client relations to drive business growth. - Oversee multiple projects, ensuring exceptional delivery...
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 every activity - Interact with...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations. - Oversee multiple projects while ensuring exceptional delivery standards. - Build and maintain executive-level client...
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 while ensuring exceptional delivery - Build and maintain executive-level...
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 every activity. - Interact with...
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 every activity. - Interact with...
to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain organized filing systems, both physical and electronic, ensuring easy access to case files. - Utilize document management systems effectively to ......
Title: Elder Abuse Attorney Job Responsibilities: The Elder Abuse Attorney will be responsible for a variety of legal duties that include but are not limited to: - Attending trials, arbitrations, depositions, mediations, and other court appearances. - Preparing pleadings and...
Title: Trusts & Estates Attorney - Senior Associate/ Junior Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals across various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be involved in various practice areas including business law, employment law, estate planning and administration, family law, land use, litigation, personal injury, and real estate law. The role...
Job Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with... divisional and wealth planning & advice leadership... present content on various wealth management topics. - Serve as... planning strategies, concentrated position management, corporate executive services, and... field leadership and practice management to integrate estate an......
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
present content on diverse wealth management topics. - Act as... and sophisticated tax and trust & estate planning strategies, and in areas such as concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managem...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic... Partner Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into acti...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL... Region) Job Responsibilities: 1. Develop, nurture, and manage relationships with Strategic Partners and their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified......
Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities:... for sophisticated tax and wealth planning solutions. - Convert qualified... leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
OverviewA law firm seeks a highly capable and motivated associate attorney to join their team in Irvine, CA. The role involves working on foundational estate planning and advanced estate and tax planning matters, providing an opportunity to engage with clients...