Job Title: Wealth Management Advisor II Job Responsibilities: -... articulate and achieve their wealth goals. - Create streams of... credentialed specialists to provide wealth planning, investments, private banking,... risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client...
Title: Trust and Estates Legal Assistant Job Responsibilities: The Trust and Estates Legal Assistant plays a crucial role in supporting the Trust and Estates practice group by enhancing attorney efficiency through effective management of information and assistance... in the delivery of legal...
Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...
Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Job Title: Senior Wealth Strategist Job Responsibilities: - Serve as... the primary Wealth Planning expert and resource... held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to clients through the development, delivery, and implementation of a customized wealth pla...
Title: Associate Attorney Job Responsibilities: - Day-to-day handling of litigation cases. - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guiding plaintiff clients through the case process. - Interacting with expert witnesses, including conducting conferences and...
tax returns. Ensure accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and estate acc...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...
Title Paralegal Job Responsibilities - Draft estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Prepare and file probate pleadings while managing court deadlines effectively. - Coordinate with clients, financial advisors, and court clerks to...
with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through document management systems such as Caret... Legal, ensuring accurate filing and data entry. - Support litigation processes including discovery, deposition preparation, a...
Title: Paralegal Job Responsibilities: The paralegal in this role will be integral to the legal team, tasked with a variety of responsibilities that support the overall function and success of the department. Key responsibilities include: - Drafting legal documents such as affidavits, subpoenas,...
and business operations. This is a management-level position with a compensation... plan that includes a salary, benefits, and incentives driven by performance towards defined and tracked goals and KPIs. Compensation: $65,000 yearly + health insurance stipend + retirement benefits. C...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate at the law firm will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic... giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. The a...
- Job Title: Wealth Advisor III - Palm... 2 locations - Category: Wealth, Brokerage and Premier Banking... - Posted Date: 08/28/2024 - Language Fluency: English (Required) - Work Shift: 1st and ultra-high net worth wealth clients - Develop and......
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Job Title: Senior Wealth Strategist Job Responsibilities: - Serve as... the primary Wealth Planning expert and resource... to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact,... multi-generational planning solutions tailored to each client’s unique fa...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will have the opportunity to work with the anti-money laundering (AML) and sanctions team to support client service delivery. Your responsibilities will include: - Managing a small team of investigators. -...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting the client service delivery within the AML and sanctions team. Your responsibilities will include the following: - Performing case investigations...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Title: AML Consultant Job Responsibilities: As an AML Consultant under the Project Delivery Talent Model at the company, the primary responsibilities involve supporting client service delivery within the AML and sanctions team. The role includes: - Performing case investigations. - Assessing potential AML and...
Title: AML Project Delivery Specialist Job Responsibilities: As an AML Project Delivery Specialist, you will work collaboratively in a technology-driven environment. Your primary responsibilities will include: - Managing a small team of investigators who are responsible for conducting case investigations....
Tax Senior in the Wealth & Asset Management practice,... advisory work for clients, particularly in the asset management industry. - Collaborating with Managers... through Partners on key client issues in domestic federal, international, and state and local taxation. - Focusing on implementing...
OverviewA law firm seeks a highly skilled Estate Planning and Probate Attorney to join its legal team in Boca Raton, FL. This role requires a detail-oriented and compassionate professional with extensive experience in Florida probate and estate planning law. The...