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,...
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...
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...
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...
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...
Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...
Title: Attorney Job Responsibilities: - Represent clients in medical malpractice litigation cases with professionalism and efficiency. - Communicate with insurance carriers professionally and in a timely manner. - Draft, review, and revise legal motions, briefs, and other court filings. - Attend court hearings, depositions, expert...
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...
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...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
by developing case information, maintaining client contact, and finalizing documents. The role involves keeping cases organized by establishing and organizing files, monitoring calendars, meeting deadlines, documenting actions, inputting information into a file database, and using case management software. The par...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for enhancing attorney effectiveness by developing case information, maintaining client contact, and finalizing documents while ensuring the proper maintenance of client files. Key duties include: - Drafting Estate...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
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: 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...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to deliver exceptional results. - Manage client service accounts and engagement workstreams, ensuring they align with client expectations. - Independently solve and analyze complex problems to produce top-quality...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
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 every activity. - Interact with...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team, ensuring alignment with the overarching goals of the department. - Lead initiatives in business development and client relations, focusing on fostering long-term partnerships and expanding...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery in collaboration with the AML and sanctions team. This role involves managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Conducting case investigations to evaluate potential...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the AML and sanctions team to support client service delivery. Key responsibilities include: - Managing a small team of investigators. - Performing case investigations and quality...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As a Japanese Business Network - Private Tax Senior Associate, you will be an integral part of the team that provides business advisory services to private companies. Your responsibilities will include: -...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: The role of a Japanese Business Network - Private Tax Senior Associate at the company involves working within the department to assist private companies with an array of business advisory needs....
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The role of the STS Expatriate Services Experienced Manager encompasses a wide array of responsibilities primarily focused on assisting clients with international assignment structuring and ensuring compliance with tax obligations. Key duties include: -...
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...
Title: Trusts and Estates Associate Attorney Job Location: White Plains, NYJob Overview A prominent law firm is seeking a skilled Trusts and Estates Associate Attorney to provide high-quality legal services to high-net-worth individuals, families, and businesses. The attorney will collaborate...