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......
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The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
and Estates Paralegal The candidate will assists with administration of trusts and estates, including preparation of probate documents, various tax returns, and estate and trust accounting, maintains frequent client contact with respect to such administration. Provides attorneys with all necessary assistance in order to provide economical and efficient services for clients. Prepare documents to probate will, administer and close estate. Prepare estate, gift, individ... 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
and Estates Legal Assistant / Paralegal Duties: Will assist with administration of trusts and estates, including preparation of probate documents, various tax returns, and estate and trust accountings and reports to a group of attorneys. Maintain frequent client contact with respect to such administration. Provide attorneys with all necessary assistance in order to provide economical and efficient services for clients. Prepare documents to probate will, administer 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
Paralegal The candidate will handle legal work, involving financial matters. Including working with DHHS to process Medicaid applications, drafting estate planning documents, preparing probate accountings, and probating estates. Legal experience or bookkeeping skills preferred. Should have excellent verbal and written communication skills. Should have excellent organizational, analytical, and time management skills. The ability to... handle environments with deadlines and task... 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
The candidate will be responsible for managing and maintaining probate and trust administrations, drafting estate planning documents, conducting client conferences and meetings, filing court documents, working closely with attorneys and handling attorneys' case loads and client files. Must be an experienced and qualified paralegal to assist with probate and trust administrations, estate planning and public benefits planning. Must have experience in the legal field.... 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 Specialist The Director of... Family Wealth Consulting (the Director) serves... as a lead advisor on the Family Wealth Consulting Team (FWCT). Will... be responsible for introducing Family Wealth (FW) prospects to suite... of sophisticated planning solutions, including advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer and investment management.... Provide insights and solutions... to attract, retain 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
Assistant The candidate's responsibilities range from greeting clients, to assisting with court filings and on-line research, to organizing and data entry for fiduciary accounting and billing, to preparing correspondence, file maintenance and answering the phone. Should have some (1 - 10 years of experience) in a professional office or law office setting. Strong attention to detail, good organizational skills, independent self-starter and high degree of professionalism... 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
Legal Assistant The candidate will join elder law and estate planning team. Duties include assisting in probates, estate planning and accountings, gathering data, back up to the receptionist, conducting new client intake interviews and scheduling of those appointments. Must have excellent verbal and written communication skills, as well as advanced computer skills. Candidates should also possess independent thinking skills, as well as excellent time management abilities.... 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
Elder Law and Estate Planning Legal Assistant The candidate will be assisting in probates, estate planning and accountings, gathering data, back up to the receptionist, conducting new client intake interviews and scheduling of those appointments. Should preferably have 1+ year of experience. Must have excellent verbal and written communication skills, as well as advanced computer skills. Should also possess independent thinking skills, as well as excellent time management ab... 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
Assistant The candidate duties include periodic back up to the receptionist; conducting new client intake interviews and scheduling of those appointments and assisting in the areas of probate and estate planning law, including accounting's, gathering data, preparing deeds and other documents. Candidate must have excellent verbal and written communication skills as well as advanced computer skills. Should also possess independent thinking skills, excellent time manageme... 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