and paralegals, including calendar management, scheduling appointments, and coordinating... client meetings. - Maintain and organize electronic and physical client files, ensuring confidentiality and compliance with law firm policies. - Manage incoming and outgoing correspondence, including mail, email, and phone communications....
Title: Legal Assistant - Trust & Estates Job Responsibilities: The Legal Assistant in the Trust & Estates department will work closely with a team of estate planning lawyers and staff to ensure that legal documents, including wills, trusts, and powers of attorney,...
on the administration and management of trusts and estates.... Key duties include the preparation of probate pleadings, which are essential legal documents filed with the court to initiate the probate process. The role also requires the preparation of federal estate...
Type Full-time Description Position Summary: Law firm is seeking a full-time Paralegal to join our growing team. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive, client-focused mindset to a dynamic legal environment. Responsibilities will vary depending on the...
Firm Seeks Experienced Trust and Estate Senior Counsel or Member in Naples, FL **Members Only** is seeking an experienced Trust and Estate attorney at the Senior Counsel or Member level to join our Naples, FL office....
SEO Friendly Job Title: Wealth Advisor III - Tampa... Our Team as a Wealth Advisor III in Tampa... H2: High Net Worth Wealth Advisor at Truist ... Development - Deliver Comprehensive Wealth Management Solutions - Collaborate... with Truist Product Specialists...
Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose...
Title . Private Bank - Private Banker - Associate 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...
Title: . Private Bank - 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...
respected Trust, Estate & Wealth Preservation practice in Naples,... in sophisticated estate planning, wealth transfer strategies, and post-mortem... administration. The ideal candidate will bring strong client management skills, technical knowledge, and... a collaborative mi...