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...
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...
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...
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: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Building a Financial Services State and Local Tax group within the company. - Providing multistate consulting and compliance services, including technical review of partnership and corporate state and local...
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: Estate Planning Legal Assistant Job Responsibilities: The Estate Planning Legal Assistant is responsible for providing essential support to attorneys and paralegals in the law firm, specifically in the preparation and assembly of estate planning documents. Key responsibilities include: - Drafting, editing, and...
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...
- 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...
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...
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...
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...
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...