Title: Intake Coordinator/Legal Assistant – Trusts & Estates Job Responsibilities: The role of an Intake Coordinator/Legal Assistant in the Trusts & Estates department at the law firm involves serving as the first point of contact for both new and existing clients. The...
Job Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or... assist in mock regulatory examinations and compliance program reviews, which includes preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Conduct a broad scope of work during client reviews of varying...
Title: Intake Coordinator/Legal Assistant – Trusts & Estates Job Responsibilities: The Intake Coordinator/Legal Assistant in the Trusts & Estates department at the law firm is responsible for ensuring efficient client intake, providing exceptional client service, and offering high-quality administrative support. The...
The attorney will be responsible for directly interacting with clients and senior attorneys to handle all aspects of legal files. Key responsibilities include: - Assisting with estate planning, special needs planning, and the creation and management of trusts. - Handling probate......
OverviewA law firm seeks an eager and motivated attorney to join their growing trusts and estates and probate administration team in Kennebunk, ME. The firm is dedicated to providing a supportive work environment and a focus on quality of ...