Title: Trust Administration Paralegal Job Responsibilities: The Trust Administration Paralegal is responsible for managing the daily activities related to trust administration and providing support to attorneys. The position involves handling client meetings and telephone inquiries, preparing all necessary documentation to assist clients...
Title: Estate Planning/Trust Administration Paralegal Job Responsibilities: The Estate Planning/Trust Administration Paralegal at the law firm is responsible for managing various aspects of estate planning and trust administration. Key responsibilities include: - Handling trust administrations from inception to completion, which involves preparing statutory...
departments. - Advise Product and Marketing teams on contractual risk mitigation and vendor relationship management. - Develop and implement contract... templates and vendor management protocols to streamline legal... processes. - Support negotiations on AI-driven technology agreements and emerging fintech legal issues. - Draft, r...
Managing calendars to ensure all appointments and deadlines are met. - Handling file management to maintain organized and... accessible records. - Directly working with clients to address their needs and provide updates. - Preparing estate planning and trust administration document...
Title: Trusts & Estates Associate (Multi-Office) Job Responsibilities: The Trusts & Estates Associate will be part of the Tax, Trusts & Estates, & Employee Benefits Practice Group at the law firm. The primary responsibilities include: - Drafting estate planning documents such as wills,...
Title: Trust Administration & Probate Paralegal Job Responsibilities: The Trust Administration & Probate Paralegal at the law firm plays a crucial role in maintaining smooth operations within the department. Key responsibilities include: - Managing probate and trust administration files with minimal supervision, ensuring...
Title: Bilingual (Spanish) Legal Assistant - Trusts and Estates Job Responsibilities: As a Legal Assistant in the Trusts and Estates department, your responsibilities will include: - Assisting attorneys with trust and estate administration tasks such as preparing trustee notices, accountings, and required filings. -...
Title: Paralegal II Job Responsibilities: As a Paralegal II, you will play a crucial role in supporting the Office of the General Counsel (OGC) at the company. Your responsibilities will include: - Legal Research: Conducting in-depth legal research to assist divisional business...
Irrevocable Trusts, trust administration documents, and probate proceeding documents. - Meet with clients to discuss estate planning and effectively communicate solutions. - Supervise staff, work collaboratively with others, and perform administrative and management functions related to the... practice of law. Education and E...
Title: VP, Fiduciary Tax Manager Job Responsibilities: Trust & Fiduciary Tax Oversight - Manage the fiduciary tax return preparation for the Private Trust Company (PTC) as trustee and taxpayer, including Forms 1041, 1099, and K-1. - Oversee third-party tax reporting to clients and beneficiaries,...
Title: Fiduciary Advisory Director Job Responsibilities: The Fiduciary Advisory Director is responsible for managing a national team of fiduciary strategists who partner with financial advisors to provide fiduciary advisory services to clients, prospects, and centers of influence. This includes developing new trust,...
Demonstrate deep technical skills in gift, estate, and trust tax. - Excel at engagement management and operational excellence. - Support... the national team with complex gift and estate reviews, consultation, and planning. - Lead engagement teams and provide technical instruction. - Manage client relations...
deep technical skills and excel in engagement management and operational excellence. -... Support the national team with complex gift and estate reviews, consultation, and planning. - Lead engagement teams and provide technical instruction. - Manage client relationships and engagement metr...
technical skills in the area of gift, estate, and trust tax. - Excel at engagement management and operational excellence. - Support... the national team with complex gift and estate reviews, consultation, and planning. - Lead engagement teams and provide technical instruction. - Manage clie...
- Excel at engagement management and operational excellence. -... Support the national team with complex gift and estate reviews, consultation, and planning. - Lead engagement teams and provide technical instruction. - Manage clie...
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: VP, Counsel Job Responsibilities: - Provide comprehensive legal support for the company's . registered funds platform, including open-end funds, closed-end funds, ETFs, and collective investment trusts. - Review, draft, and negotiate a broad range of fund-related agreements, such as intermediary and fund...
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...
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: Administrative - Legal Assistant Job Responsibilities: The Administrative/Legal Assistant is tasked with providing high-level administrative, legal, and client-facing support directly to the Managing Attorney at the law firm. This role involves acting as a trusted gatekeeper, coordinator, and operations partner, ensuring...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: The Vice President, Assistant General Counsel - AI at the company holds a pivotal role in the Legal Privacy team, providing strategic legal counsel on the development, deployment, and oversight of...
Title: Tax Director, Transfer Pricing Job Responsibilities: 1. Transfer Pricing Consulting and Compliance Services: - Develop, recommend, and implement appropriate transfer pricing methods and client-specific solutions. - Apply transfer pricing regulations and identify transaction-specific issues when analyzing client business and financial data....
a 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 profitable growth of the portfolio. - Serve as a segment or industry specialist, actin...
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 profitable growth of the portfolio. - Act as a segment or industry specialist to prov...
Title: Private Client Manager II Job Responsibilities: The Private Client Manager II is tasked with expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of the...
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...
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...
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: 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: 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...
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...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, the primary responsibilities include selling, leading, and delivering large client engagements while serving as a strategic advisor in areas of...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and estate planning engagements,...
OverviewA law firm seeks an Estate Planning Attorney in Stockton, CA. The ideal candidate will have over three years of experience in estate planning, probate administration, and trust administration. Experience with limited liability companies, corporations, partnerships, real estate, and transactional...