precision and attention to detail. - Maintain client files and manage a high-volume workload while meeting deadlines. - Perform administrative functions including data entry, filing, document organization, and maintaining accurate records. - Provide executive administrative support including calendar management, scheduling appointments, and handli......
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Wealth Management TC Senior Fiduciary... Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Director Duties: Develop an implement annual new business plan for the Market Trust Advisors, subject to review and approval by the Managing Director; Implement policies and procedures to achieve Market's financial plan; Monitor staff account load and identify new business opportunities; Develop internal and external networks. Build relationships with other lines of business within the company, promoting effective inter-dependencies to enable the expansion of cl... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Director The candidate will provide technical training, skills development, regulatory and compliance oversight, resolution of legal and technical client issues and mentoring of other functional professionals within the Market. Will be responsible for the leadership and direction of all Advisors trust, fiduciary and financial planning activities. Act as a senior advisor in complex relationships. Serve as Chair of the Market Trust Administrative Review Committee... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Strategy Regional Director Candidate... of the nation's largest wealth management firms and one... of the most respected planning groups in the wealth management industry. Will work... with an exceptionally bright and credentialed group of planners in a team-oriented environment. Will also be working with highly experienced and talented private bankers, fiduciary advisors and investment professionals. Will have responsibility for the oversight of all wealth... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
The candidate will be providing secretarial and administrative support to multiple attorneys of a thriving, fast-paced general practice including family law and estate planning / administration firm. Duties: First point of in-person, phone and electronic contact for potential and current clients as well as other professionals. Manage multi-line telephone system. Maintain attorneys' calendars and conference room calendar. Process legal documents and letters. General... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
The candidate will undertake a variety of administrative and clerical tasks and research. Will work under the supervision of an attorney and will also provide support in assigned legal cases. Provide administrative support to one or more lawyers. Effectively communicate with witnesses, clients, colleagues and partners. Greet visitors and perform initial screening of clients. Conduct thorough statistical/ documentary research. Source and verify important case intell... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Business Development Officer The candidate manages the sale of personal trust accounts to clients of company affiliated Financial Advisors with branch locations within a specified geographic region. Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. Prepares sales illustrations, seminar outlines and other documentation used in the sales and marketing of trust s... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Fiduciary Counsel The candidate will serve as the primary corporate fiduciary attorney for specific business areas and geographic markets and will work closely with the rest of the team covering fiduciary and investments matters for AMG. Will also collaborate with colleagues and other support personnel covering other lines of business within company. Understand, strategize and problem-solve with internal clients regarding their business areas, providing counseling and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here