Job Title: Associate Wealth Manager Advisor Job Responsibilities: -... Partner with Wealth Management Advisors (WMAs) to... manage client relationships with more than $2MM in investable assets, ensuring the delivery of the Private Bank experience. - Collaborate with a team of specialists to...
Job Title: Associate Wealth Manager Advisor Job Responsibilities: - Partner... with Wealth Management Advisors (WMAs) for... client relationships with more than $2MM in investable assets to ensure the Private Bank experience is delivered. - Collaborate with a team of specialists to consistently deliver...
TITLE: Legal Assistant-Trusts & Estates STATUS: Non-Exempt SUMMARY: Under general supervision and according to established policies and procedures of the Strategic Business Unit Leader and/or their designee and the Human Resources Team, the Legal Assistant will perform a variety of...
Manager Job Title: Paralegal Manager (Probate/Estate Planning) Job Location: Covington, KY Employment Type: Full Time Experience Level: Mid Level Job Responsibilities The Paralegal Manager is tasked with overseeing a team of paralegals and managing the systems and technologies they use for creating...
Job Title Asset & Wealth Management Tax Manager Job... Responsibilities - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and drive engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables....
TITLE: Legal Assistant-Trusts & Estates STATUS: Non-Exempt SUMMARY: The Legal Assistant in the Trusts & Estates sector operates under general supervision in accordance with established policies and procedures set forth by the Strategic Business Unit Leader and/or their designee and...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, the candidate... will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers, as...
with Tax Benefits and Wealth Planning. - Calendar deadlines and... maintain attorney calendars. - Understand State and Federal court rules and procedures. - E-file documents in State and Federal courts using ECF and Pacer systems. - Draft correspondence and edit and file pleadings with...
law firm seeks a dedicated and licensed attorney based in Kentucky to join its team. The ideal candidate will have a minimum of 3 years of substantive legal experience and an additional license to practice in one or more of...