Title: Legal Secretary/Paralegal Job Responsibilities: - Prepare, review, and proofread legal documents, including contracts, pleadings, briefs, discovery materials, and correspondence, with meticulous attention to detail. - Assist attorneys with client interviews by preparing questionnaires and documenting case details accurately. - Schedule appointments, court dates,...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
Title: Legal Administrative Assistant - Trusts & Estates Job Responsibilities: - Provide administrative and legal support to attorneys within the Trusts & Estates practice. This includes tasks such as document preparation, calendar management, and filing. - Coordinate and... manage daily office operations. This...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Estate Planning Paralegal The candidate will work in a team-centered environment to support in-house estate planning attorneys with fast-paced, document-intensive projects. Will collaborate with clients and subject matter experts nationwide, and be part of one of the largest fee-only wealth management firms in the... United States. Assisting in initial drafting of estate planning documents, and estate planning reviews. Funding trusts with client assets, including preparations o... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Consultant 1 The... candidate will be responsible for developing new business for trust and investment management services. Identifies new client... opportunities through internal and external channels, focusing on High Net Worth and Ultra High Net Worth clients, such as corporate executives, business owners and multi-generational family trust. Consults with prospective clients about their financial goals, needs and identifies, and promotes company's products and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management TC Senior Fiduciary... Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management TC Fiduciary Relations... Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Consultant 1 The... candidate will be responsible for developing new business for trust and investment management services. Identifies new client... opportunities through internal and external channels, focusing on High Net Worth and Ultra High Net Worth clients, such as corporate executives, business owners and multi-generational family trust. Consults with prospective clients about their financial goals, needs and identifies, and promotes company's products and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning Paralegal Duties: Assists Attorneys in preparation of estate planning documents including wills, trusts, powers of attorney for health care and property management. Assists clients in funding... their trusts. Utilizes working knowledge of the formation and estate-planning function of limited liability companies, charitable foundations and family limited partnerships.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Advisor Duties: Manages client relationships and delivers high quality fiduciary services. Partner assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality fiduciary service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client. Manages assigned account ba... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate Planning/Administration Paralegal The candidate must have: AA or equivalent degree (4 year college degree preferred). Paralegal Certificate or equivalent that meets requirements of Business & Profession Code section 6450. Notary or ability to become a notary. 3+ years' experience in estate planning/administration or very strong comparable experience. Excellent language skills in written and spoken English. Excellent organization & time management skills. Professional... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer... tax and post-mortem planning, charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Fiduciary Advance Specialist... (Lo) II The candidate will be primary contact for coordination for Investment and Fiduciary Services: serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows/retains Wealth Management relationships by integrating... fiduciary knowledge, wealth planning, invest... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here