Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a broad range of business advisory needs, including audit, tax compliance,...
aids private companies in business advisory needs, focusing on improving operational efficiency and strategic business planning. You will have the opportunity to experience the full business life cycle of a private company, aiding clients in achieving personal wealth goals and...
Title: Associate AttorneyJob Overview: A law firm located in Edmond, Oklahoma, is actively seeking a mid-level Associate Attorney to contribute to its dynamic Estate Planning and Business Planning practice groups. This opportunity is ideal for a detail-oriented legal professional with prior...
The following jobs are no longer active but were real openings previously posted by employers.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.
Administrative Assistant The candidate will be Reviewing and compiling client asset information in a law firm dealing with Estate Planning and related matters. Contacting financial advisors. Researching client property and account information. Drafting change of beneficiary forms, payable on death forms, etc. Drafting deeds and other miscellaneous documents. Maintaining continuous contact with clients to ensure completion of asset transfers. Maintaining detailed reco... 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Note: This job is no longer active.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
At Law Duties: Develop foundational and comprehensive estate plans for clients, including office meetings, phone calls, correspondence, research, and document drafting. Review estate plans and define best course of action. Work with the legal team to compile proper business plans for clients. Assist with buy-sell agreements, LLC formation, and operating agreements. Assist clients through probate and trust administration. Work closely with clients to identify and ach... 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
Trust Officer II Responsibilities: Review and administer trusts in accordance with the document and governing statutes. Prepare new account openings and closings by reviewing the trust instrument and all necessary documents. Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance. Educate and build relationships with Mariner Wealth Advisors, their clients and... estate plann... 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
Trust Officer II Responsibilities: Review and administer trusts in accordance with the document and governing statutes. Prepare new account openings and closings by reviewing the trust instrument and all necessary documents. Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance. Educate and build relationships with 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 Legal Assistant/Paralegal The candidate will support to legal staff by utilizing previous experience in estate planning; manage client projects related to estate planning matters; plan and compile information required to prepare estate plans; preparation, review and execution of wills, trusts and related documents; and supervise funding of trusts and prepare asset transfer documents. Associate's degree and... 2+ years' prior experience or high school diploma 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 Legal Assistant/Paralegal The candidate will support to legal staff by utilizing previous experience in estate planning; manage client projects related to estate planning matters; plan and compile information required to prepare estate plans; preparation, review and execution of wills, trusts and related documents; and supervise funding of trusts and prepare asset transfer documents. Associate's degree and... 2+ years' prior experience or high school diploma 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
Legal Assistant Duties: Production of legal documents – trusts, powers of attorney, advance directives, contracts, partnership and LLC agreements, purchase and sale agreements, and other business-related documents. Review client’s asset information and create appropriate documents to transfer asset ownership or create... beneficiary designations. Review estate plan with clients during Phone Final, including following up on missing asset information and confirming final appointm... 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
are looking for a Legal Assistant to join our team. The successful candidate will have three to five years of estate planning and/or business transactions experience. ## Job Description We are seeking a Legal Assistant to join our team and handle, manage, and oversee our engagements after the attorney has retained the client. The successful candidate will have the opportunity to contribute to making a lasting impression of the firm's image and cementing the relations... 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 Legal Assistant The candidate will support legal staff by utilizing previous experience in the estate planning. Responsibilities will include: Manage client projects related to estate planning matters. Plan and compile information required to prepare estate plan. Preparation, review and execution of wills, trusts and related documents. Supervise funding of trusts and prepare asset transfer documents. Should have Associate's... degree and 2+ year's prior experien... 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 Legal Assistant The candidate will support legal staff. Manage client projects related to estate planning matters. Plan and compile information required to prepare estate plan. Preparation, review and execution of wills, trusts and related documents. Supervise funding of trusts and prepare asset transfer documents.... 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