Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice at the... company, the primary responsibilities include: - Conducting high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Title Legal Secretary Job Responsibilities The Legal Secretary at the law firm will be responsible for providing comprehensive administrative and clerical support, with an emphasis on managing all administrative aspects of litigation, estate planning, and probate workflows. Key responsibilities include: - Document...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Coordinator I (Paralegal) The candidate manages and maximizes gifts to the Hospital in wills, trusts or other testamentary documents of a specific percentage, residual, remainder or contingent nature. Ensures that required documentation is obtained, reviewed and meets all guidelines. Ensures the timely execution of documents and distribution of these testamentary gifts to the Hospital. Contacts estate executors, attorneys, court officials, state attorney general offic... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management TC Senior Fiduciary... Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
I - Estate The candidate manages and maximizes gifts to Hospital in wills, trusts or other testamentary documents of a specific percentage, residual, remainder or contingent nature. Ensures that required documentation is obtained, reviewed and meets all guidelines. Ensures the timely execution of documents and distribution of these testamentary gifts to the Hospital. Contacts estate executors, attorneys, court officials, state attorney general offices and other p... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Client Advisor, Private Wealth Management The candidate manages... a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients. Serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank's credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Manager The candidate will... work directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. Will serve as the primary point of contact for wealth management clients. Assist in... the creation, delivery, execution and management of complex financial plans.... Increase market share in their local market.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Client Advisor, Private Wealth Management The candidate manages... a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients. Serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank’s credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to me... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
II - Legal, Estate The candidate manages and maximizes gifts to St. Jude in wills, trusts or other testamentary documents of a specific percentage, residual, remainder or contingent nature. Ensures that required documentation is obtained, reviewed and meets all guidelines. Ensures the timely execution of documents and distribution of these testamentary gifts to the Hospital. Contacts estate executors, attorneys, court officials, state attorney general offices and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Manager The candidate will... work directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. Will serve as the primary point of contact for wealth management clients. Assist in... the creation, delivery, execution and management of complex financial plans.... Increase market share in their local market. Should have CFP certificate. Series 65 (or equivalent) is required. Should also have a Bachelo... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Manager Development Program Duties:... Create and execute business development strategies to attract and acquire new clients. Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon. Evaluate portfolio performance reports, in conjunction with wealth management research and external... parties, to educate and provide advice to clients. Analyze and interpret portfolio performance reviews and make recommendations for potential change. Partner with... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Region Trust Advisor, Private Wealth Management The candidate will... be responsible for the fiduciary management of the client relationship... within Private Wealth Management and is charged... with... retaining and growing the assets under management, providing financial solutions and... mitigating the risk associated with fiduciary relationships. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that actions will be... taken to... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here