Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments - Prepare and file probate pleadings, notices, inventories, and accountings - Assist with trust funding, asset collection, and property transfers -...
Title: Associate Attorney - Hybrid Position NYC Job Responsibilities: As an Associate Attorney at the law firm, you will be responsible for managing all aspects of active legal matters, primarily focusing on New York and New Jersey Surrogate’s Courts, Article 81 Guardianship...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of the Trusts and Estates Practice Group at the law firm. The primary responsibilities include estate and trust planning and administration. The role requires collaboration with a...
to the Head of Legal for Company Pershing/Company Wealth Services. The primary responsibilities... include: - Acting as a key adviser to the business, providing essential legal guidance. - Managing and negotiating contracts for Pershing, covering a wide range of advisory, custody, oper...
Title: Associate - Corporate - Derivatives Job Responsibilities: The role of an Associate in the Corporate - Derivatives department involves working with the Financial Regulatory and Derivatives practice groups to cover a dynamic mix of transactional commodities, futures, and derivatives matters. The...
Title: Associate - Corporate- Derivatives Job Responsibilities: The Associate in the Corporate - Derivatives practice group will be responsible for advising sophisticated market participants in achieving their business objectives. This involves careful and commercially focused attention to structuring, documenting, and negotiating a...
Title: US Private Bank - Private Banker - 2026 ReEntry Program 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...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing all facets of tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
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: 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...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At Reputed Firm, intellectual curiosity is central to our daily engagement. Our faculty operates within a diverse scholarly community committed to student success, intellectual discovery, free inquiry, inclusivity, and collaboration. Reputed Firm enrolls...
program’s approved curriculum and learning outcomes. - Deliver engaging, student-centered instruction that integrates legal theory with practical application. - Utilize technology, including the Canvas Learning Management System, to post materials,... manage assignments, and communicate with students. - Evaluate student performance and provide timel...
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The role of Instructor for the Paralegal Studies Certificate Program at a reputed firm involves several key responsibilities aimed at delivering high-quality legal education to adult learners. The instructor will: - Teach...
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The role of Instructor in the Paralegal Studies Certificate Program at a reputed firm involves several key responsibilities aimed at fostering a comprehensive and engaging learning experience for students....
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The position of Instructor for the Paralegal Studies Certificate Program at a reputed firm involves a range of responsibilities centered around delivering a high-quality educational experience to adult learners pursuing a...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At Reputed Firm, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis. Faculty work within a diverse scholarly community committed to student success,...
Title: Instructor, Paralegal Studies Certificate Program Job Responsibilities: The Instructor for the Paralegal Studies Certificate Program at a reputed firm is responsible for teaching courses in Legal Research and Writing within the School of Law. The primary duties include: - Teaching assigned courses...
Title: Legal Assistant Job Responsibilities: - Communicate with clients to facilitate legal processes and ensure smooth interactions. - Prepare case-specific documents required for real estate and estate planning transactions. - Ensure that case-related documents are well-organized and readily available for review by legal professionals. -...
in the preparation and management of legal processes related... to wills, trusts, and estate administration. The responsibilities include: - Providing support for probate and trust administration by preparing and filing necessary court forms, petitions, and orders. - Notifying beneficiaries about...
in the preparation and management of legal processes related... to wills, trusts, and estate administration. Key responsibilities include: - Probate and Trust Administration Support: - Preparing and filing court forms, petitions, and orders - Notifying beneficiaries - Marshalling and valuing...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior... management and other stakeholders on... of the Bank’s full-service wealth management business, which includes... RIA,... Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support the implementation...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for a range of duties primarily centered around trust and estate planning and administration. Key responsibilities include: - Drafting estate planning documents, petitions, and supporting materials for probate and administration proceedings. - Collaborating...
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The primary responsibilities of the Instructor in the Paralegal Studies Certificate Program at the School of Law in a reputed firm include: - Teaching assigned courses in accordance with the program’s approved...
Paralegal Studies Certificate Program Position Details Position Title: Instructor, Paralegal Studies Certificate Program Position Number: 999895 Position Category: School/Division: School of Law Department: Paralegal Studies Certificate Program Full-Time or Part-Time: Part-Time Job Responsibilities The Paralegal Studies Certificate Program at a reputed firm seeks...
Paralegal Studies Certificate Program Job Title: Instructor, Paralegal Studies Certificate Program Job Responsibilities: The Instructor for the Paralegal Studies Certificate Program at a reputed firm is responsible for teaching courses specifically in Wills for Paralegals. This role involves: - Teaching assigned courses in...
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The role of Instructor in the Paralegal Studies Certificate Program at the reputed firm involves a range of responsibilities aimed at delivering high-quality legal education to adult learners. Key responsibilities include: -...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At a reputed firm, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis. The faculty work...
assigned courses in accordance with the program’s approved curriculum and learning outcomes. - Deliver engaging, student-centered instruction that integrates legal theory with practical application. - Utilize technology, including the Canvas Learning Management System, to post materials,... manage assignments, and communicate with student...
Paralegal Studies Certificate Program Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The role of the Instructor in the Paralegal Studies Certificate Program at the School of Law within the reputed firm involves several key...
Title . Private Bank - Executive Director - Private Banker 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: Senior Associate, Business Incentives Group Job Responsibilities: The Senior Associate in the Business Incentives Group is tasked with leading or supporting services to identify, calculate, document, and support Business Incentive Group (BIG) tax credits and other tax incentives during...
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...
Title: Private Client Manager II Job Responsibilities: The role of a Private Client Manager II involves expanding client relationships by identifying opportunities to deepen existing connections. Key responsibilities include advising on clients’ financial needs and leveraging the full array of the Private...
a network to achieve business development goals. Key responsibilities include: - Leading the Client Management Process to identify new... business development opportunities. - Sourcing new clients in alignment with the bank's established risk appetite. - Leading the client team to deliver meaningful...
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: 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: Estate Administration Paralegal Job Responsibilities: - Draft and file probate petitions, court forms, and related documents. - Prepare inventories, accountings, and other filings required by Surrogate's courts. - Communicate with clients, financial institutions, and beneficiaries regarding estate matters. - Gather and organize asset and...
Title: Estate Planning & Estate Administration Paralegal Job Responsibilities: - Draft and finalize estate planning documents such as wills, trusts, and advance directives. - Communicate with clients to gather information, review the legal processes, and provide updates as necessary. -...
Title: Trust and Estates Attorney Job Responsibilities: - Draft, review, and finalize estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, which includes preparing court filings, inventories, and...
Job Title: Investment Management Associate - Junior -... Responsibilities: - Engage in investment management transactional work with a... Represent institutional investors and wealth advisory firms, enhancing client... interactions and relationships. - Collaborate within a cross-office team that values a collegial and close-knit...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of a growing trusts and estates practice primarily serving high-net-worth clients. The responsibilities include: - Providing advice and counsel on general estate planning matters, tax planning, asset protection,...
firm. The role involves guiding clients through wealth transitions with clear, creative,... and enduring estate planning. The candidate will handle a full range of private client practice and trust and estate administration/planning. This includes advising on complex wealth structures, drafti...
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. - Keep...
Title: Staff Attorney Job Responsibilities: The staff attorney will be primarily responsible for providing elder law legal services to Holocaust survivors as part of the Evelyn Frank Legal Resources Program and the Public Benefits Unit. The attorney will advocate for survivors to...
support to attorneys and legal staff across multiple practice areas, including estate planning, environmental law, family law, securities law, immigration law, and more. Key responsibilities include: - Managing legal case files using document management systems and conducting thorough... document...
Job Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: -... Leads the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develops a strong understanding of family relationships and the needs of current clients as well...
Overview A law firm seeks an Associate Attorney to join the Trusts and Estates Practice Group in Syracuse, New York. The ideal candidate will have a minimum of one year of experience in estate and trust planning and administration and must...