attorneys by managing various office tasks crucial to the firm's operations. Key responsibilities include: - Assisting attorneys with legal case management, ensuring that all documents... are organized and easily accessible. - Interviewing clients to gather pertinent information necessary for case development. - Providi...
and Estates Attorney: Join Our Growing Team at **Members Only**! H1: Trust and Estates Attorney Position Available at **Members Only** H2: Join Our Team and Make a Difference in People's Lives Are you passionate about helping people plan for their...
Title: Private Banker - Vice President or 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...
to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain organized filing systems, both physical and electronic, ensuring easy access to case files. - Utilize document management systems effectively to ......
dates - Assist with pleadings, discovery, and trial preparation - Coordinate filings with courts and opposing counsel - Organize and maintain case files, medical records, and litigation documents - Support attorneys and senior paralegals with day-to-day case management - Communi...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. - Ensure relationship profitability and portfolio risk management, focusing on profitable portfolio... growth. - Serve as a segment or industry specialist, acting as a...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
goals. - Lead the Client Management Process and collaborate across... the enterprise to provide a Branded Client Experience tailored to meet specific client needs through access to the full array of Private Bank and company capabilities and services. - Ensure client retention...
The ideal candidate will handle client meetings, prepare basic estate planning documents, and implement sophisticated wealth transfer strategies. Proficiency in... computer skills, practice management, and strong business development... skills are Details:Conduct client meetings and assess their estate planning ...