– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession... planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient...
Title: Tax Associate Job Responsibilities: The Tax Associate role is positioned within the Private Client and Tax Division of a global law firm, which is dedicated to the personal and private capital needs of high-net-worth individuals and families. This position is available...
Law Firm in New Haven is seeking an experienced IT Support Analyst to join their team. This is a full-time, permanent position with a competitive salary and benefits package. The ideal candidate will have at least three years of...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant at the law firm is tasked with managing, producing, and processing administrative and client-specific information to help the firm meet its business and client service objectives. The role...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable... and coordinate the delivery of comprehensive wealth management strategies for individuals,... business owners, and/or families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered b...
network to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves offering clients access to the full spectrum of Private Bank and company...
Job Title Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager at... Company, the role primarily involves providing comprehensive tax services and guidance. The responsibilities include: - Supervising and developing team members to achieve...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of a Senior Manager in the Asset & Wealth Management - Renewable Energy... Tax division involves a combination of tax compliance and consulting services tailored to...
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,...
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...
Trusts & Estates Associate Opportunity at Top Law Firm in Hartford, CT H2: Join a Dynamic and Sophisticated Estate Planning Practice at Hinckley Allen Hinckley Allen, a top law firm in Hartford, CT, is seeking a Trusts & Estates...
Title AML Consultant Job Responsibilities The AML Consultant will serve as a Project Delivery Specialist in the Regulatory, Risk & Forensic Operate department. The role involves supporting client service delivery by collaborating with the AML and sanctions team. Key responsibilities...
Title: AML Project Delivery Senior Analyst Job Responsibilities: In the role of AML Project Delivery Senior Analyst, you will work collaboratively within the company's AML and sanctions team to support client service delivery. Your responsibilities include: - Performing case investigations and assessing potential...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the Anti-Money Laundering (AML) and sanctions team to support client service delivery. The specialist will manage a small team of investigators, perform case...
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...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary The candidate will assist with the preparation, proofreading, and mailing of correspondence and legal documents, data entry into client management soft...
high-net-worth clients and their beneficiaries. As a member of the relationship management team, the Fiduciary Strategist... represents the local delivery for clients with appropriate revenue and advisory needs. This role involves collaborating with team members to build insights and s...
OverviewA law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary...