a variety of administrative tasks to support attorneys and paralegals. Key responsibilities include: - Drafting and finalizing estate planning documents such as Last Will & Testament, Power of Attorney, Health Care Proxy, Transfer of Assets, and Trusts... in accordance with attorney...
managing the day-to-day administrative tasks to support multiple attorneys and paralegals effectively. Key responsibilities include: - Drafting and finalizing estate planning documents such as Last Will & Testament, Power of Attorney, Health Care Proxy, Transfer of Assets, and Trusts,... following attorneys'...
wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets. -... Collaborate with small business owners to design and implement business succession plans. - Counsel fiduciaries, owners of closely held businesses, universities, and other charitable and tax-exemp...
The following jobs are no longer active but were real openings previously posted by employers.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.
Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduciary r... 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Note: This job is no longer active.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
Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Will manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduci... 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
Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... 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
Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... 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
Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... 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
Private Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals,... business owners, and families. Will focus is new sales revenue through client acquisition and expansion of existing clients. Work through the Relationship Manager, assess client's current financial situa... 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 Estate Paralegal The candidate will prepare federal and state estate tax returns, fiduciary income tax returns and gift tax returns. Will prepare and review trust and estate accountings. Prepare judicial settlement and informal settlement documents. Prepare probate documents and miscellaneous court documents relating to the Executor/Administrator/Trustee. Correspond with clients to obtain information required for probate and estate administration. Correspond with b... 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
Trusts and Estates Attorney The ideal candidate should have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement planning... 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
Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... 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
Seeking an Attorney with 10+ years trust and estate experience. The candidate must have familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Experience with fiduciary taxation is critical and financial and retirement planning is a plus.... 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