Title: Legal Assistant (Estate/Trust/Elder Law Department) Job Responsibilities: - Provide comprehensive legal support to attorneys in the Estate/Trust/Elder Law department. - Manage and organize legal documents and files related to estate, trust, and elder law cases. - Assist in the preparation and drafting of...
candidate will be doing management of paralegal staff and... ability to work alongside other attorneys. Must have 3-5 years of experience in Estate Planning, Trust Administration, Litigation, or Real Estate. Experience with personal finance, and basic tax, investment and accounting...
goals. - Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure...
Title: Paralegal Job Responsibilities: The part-time Paralegal position at a law firm involves several key responsibilities integral to the smooth operation of the firm's front-end processes. The paralegal will be required to work three full days on-site each week in a pleasant...
Job Title: Wealth Strategist Senior - Private... Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
Assistant Job Title: Legal Assistant Job Responsibilities: The Legal Assistant is expected to manage a variety of responsibilities that support attorneys and enhance the efficiency of legal operations. Key duties include: - Managing multiple attorney calendars using Outlook, coordinating meetings and appointments, and corresponding with...
Title: Paralegal Job Responsibilities: The paralegal position at the law firm in Hackensack, NJ, involves handling files from inception to completion under the supervision of an attorney. The candidate will be responsible for a variety of tasks that include, but are not...
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: -... legal support for Company's Wealth Management's investment advisory business. -... Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation,...
Advisory Group of the Wealth Management Legal Department. The... Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis...
Attorney will join Company’s Wealth Management Legal and Compliance... Division as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and Private Markets businesses, focusing on alternative investment funds and private securities transactions. The attorney...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...
Trusts & Estates Associate The candidate will be to work directly with and advise high net worth individuals and family businesses on tax, trust, and estate and business succession matters. Must have 5 years of experience practicing in a law...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP 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...
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 from...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
Title . Private Bank - Private Banker - Managing 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...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
Tax Senior in the Wealth & Asset Management practice,... the key responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant...
Job Title: GPB Wealth Management Investment Solutions Attorney... - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory...
Job Title: Wealth Management Attorney - Vice... contact supporting . Morgan Wealth Management’s broker-dealer and investment... projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and a de...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Work collaboratively within a team environment to support client service delivery, particularly with the AML and sanctions team. - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will work within the Regulatory, Risk & Forensic department at the company, focusing on financial crime compliance. You will engage in managing and supporting client service delivery in collaboration...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, you will work closely with the AML and sanctions team to deliver client services effectively. Your responsibilities will include: - Managing a small team of investigators. - Conducting...
Job Title: Wealth Management Attorney - Vice... retail businesses. - Advise on a wide range of projects and initiatives to help define retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and deep understanding of business pr...
Job Title: GPB Wealth Management Investment Solutions Attorney... Responsibilities: As a GPB Wealth Management Investment Solutions Attorney... support to the US Wealth Management business. Key responsibilities... include: - Offering legal advice and support to the investment solutions business team, particularly focusing...
Summer Analyst Program at Goldman Sachs H2: About the Program H2: Submitting Your Application H2: About the Division H2: Job Information H2: We Offer Best-In-Class Benefits The Goldman Sachs Summer Analyst Program is a highly competitive nine to ten...
Summer Analyst Program in Wealth Management H2: About the... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to... ten... week summer internship provides han...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: The role of Asset & Wealth Management Regulated Investment Company... (RIC) - Manager involves a range of responsibilities aimed at providing tax services and leading teams to deliver...
Job Title Wealth Management Tax Services Manager... Job Responsibilities As a Wealth Management Tax Services Manager,... you will be a key player in leading and managing the delivery of tax services to clients. Your primary responsibilities include: - Managing client...
Job Title: Asset & Wealth Management - Vice President... Marketing Supervisory Manager Job Responsibilities: - Collaborate with Compliance and Legal teams to ensure adherence to SEC, FINRA, and company regulations and guidelines. - Attend alternative investments team meetings to foster relationships and track...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing tax compliance for complex accounts such as trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. The role...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to deliver top-quality outcomes. - Utilize the company's technical knowledge...
Job Title Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: A... career in the Financial Services Tax practice at the company involves assisting clients in meeting their tax obligations while effectively managing the impact of tax on their business. As a Tax...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal is tasked with managing all aspects of estate and trust administration. This includes, but is not limited to, the following responsibilities: - Handling the probate process with an understanding...
. Private Bank - Wealth Advisor - Executive Director Job... Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for clients...
responsible for the comprehensive management of decedents' estates. This... establishment and monitoring of conservatorships and trusts, filing petitions and related documents with the Probate Court, and the identification and management of assets and debts.... Key duties include: - Facilitating all aspect...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Job Title: Private Wealth Associate Job Responsibilities: The... Private Wealth Associate will be responsible... working within the Private Wealth practice group, focusing on... high-end trust and estate planning. The role involves collaborating with a team of legal professionals to advise...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is tasked with a range of administrative and client-specific responsibilities that ensure the law firm meets its business and client service objectives. Key responsibilities include: - Managing, producing, and...
Overview A highly regarded AV-rated law firm in Northern New Jersey is seeking a qualified attorney with 2–5 years of experience in estate planning and probate matters. The successful candidate will focus on drafting wills, trusts, and other estate planning...