Title: Legal Case Manager / Workflow Coordinator / Legal Assistant Job Responsibilities: - Manage and coordinate legal case workflows to ensure smooth progress from "Retained" to "Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. -...
Title: Legal Administrative Assistant Job Responsibilities: As a Full Time Legal Administrative Assistant at the law firm, you will play an integral role in supporting the estate planning practice. Your responsibilities will include: - Preparing, editing, and finalizing essential legal documents, utilizing both...
Title: Family Law Attorney Job Responsibilities: - Provide legal counsel and representation in family law matters, including divorce, annulment, child custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans,...
Job Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The... Family Wealth Sr. Fiduciary Advisor is... part of the Family Wealth relationship management team, the... advisor collaborates with team members to develop insights and solutions aimed at...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
Job Title: Wealth Management Trusts & Estates... Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income...
Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for... achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult solutions for a comprehensive wealth management strategy tailored for......
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for... meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - solutions for a comprehensive wealth management strategy tailored for......
Job Title: Wealth Advisor Job Responsibilities: - Accountable for... and coordinate the delivery of comprehensive wealth management strategies for individuals,... business owners, and families. - Lead the client relationship team, ensuring clients have access to all of the company's resources and solutions. - Coll...
Job Title: Wealth Strategist Senior - **Members Only** Job... Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
Title: Chief Compliance Officer Job Responsibilities: - Compliance Program Development and Oversight: The Chief Compliance Officer (CCO) is responsible for designing, implementing, and maintaining a comprehensive written compliance program for the Wilmington Funds Family. This includes developing policies and procedures reasonably designed...
is ideal for an early-career attorney aiming to expand skills in drafting estate documents, advising clients on wealth-transfer strategies, and assisting with... estate administration. The ideal candidate will demonstrate strong communication abilities, attention to detail, and a commitment to...