Legal for BNY Pershing/BNY Wealth Services and serve as... operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Kee...
Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant position at the law firm involves a variety of tasks essential to supporting the legal team, particularly in the area of Probate Law. The primary responsibilities include: - Legal Document Preparation: Drafting and preparing various...
and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to... ensure all documents are organized and up-to-date. The candidate will review legal documents for accuracy and consistency, performing proofr...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Provide advice and guidance to clients on tax planning, compliance, and strategy. - Help businesses navigate complex tax regulations and optimize their tax positions. - Review and analyze financial data, prepare and file...
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Title: Guardianship/Probate And Estate Planning Associate AttorneyJob Overview: A law firm based in Clermont, FL, is actively seeking a seasoned Associate Attorney with in-depth experience in guardianship, probate, and estate planning matters. The ideal professional will be well-versed in managing cases...