Title: Paralegal Job Responsibilities: The responsibilities of the Paralegal in the Business Department at the law firm include: - Collecting and organizing legal documents for attorney review. - Coordinating and maintaining transaction checklists. - Preparing legal documents under the supervision...
within the Taxation and Wealth Planning Department of the... law firm, providing legal guidance and services to nonprofit organizations. Key responsibilities include advising on tax and corporate matters, particularly in relation to mergers and acquisitions involving nonprofit corporations. The attorney...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended decisions regarding case dispositions. - Utilize feedback and input to enhance case investigations as required. - Communicate regularly with Engagement...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery within the Anti-Money Laundering (AML) and sanctions team. The consultant will participate in Lookback engagements and manage a small team of investigators. Key responsibilities include performing case...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will work closely with the AML and sanctions team to support client service delivery. The responsibilities include managing a small team of investigators, performing case investigations, and...
- Lead the Client Management Process and partner across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank capabilities and services to meet specific client needs. - Ensure retention of clients....
Title: Estate Planning and Probate Attorney Job Responsibilities: - Represent clients in legal proceedings in both New Jersey and Pennsylvania, specifically in the Chancery Division and Law Division in New Jersey, and the Register of Wills and Orphan's Court in Pennsylvania. - Draft...
case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Draft, review, proofread, and edit legal documents including probate court filings and pleadings, correspondence, and reports with precision and clarity. - Conduct comprehensive...
high-volume probate practice. The key duties include: - Managing and maintaining legal case files using document management systems such as Lackner... and Clio, ensuring accuracy and confidentiality at all times. - Drafting, reviewing, proofreading, and editing legal documents including proba...
Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · In Office **Members Only**, a boutique estate planning and elder law firm in Pennsylvania and New Jersey, is seeking a Full-Time Paralegal with experience in Estates, Guardianship, Medicaid, and...
Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...
Job Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax... and Wealth Planning Paralegal is an... integral part of the trusts and estates team at the law firm, contributing significantly to the varied, interesting, and meaningful work within the department. The...
Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...
Overview: A well-established boutique estate planning and elder law firm in New Jersey is seeking an experienced Estate Planning Attorney to join their team. This is a unique opportunity to work directly with clients to guide them in creating effective...