Prepare and organize asset transfer files and folders -... - Prepare and print materials for asset transfer meetings - Mail documents... to financial institutions as needed - Prepare and print agendas, flowcharts, and other legal documents for review and s...
Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, which includes preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of...
team dedicated to addressing business advisory needs for private companies. Your responsibilities will include: - Assisting High Net Worth Individuals and private wealth management structures with advisory... needs such as audit, tax compliance, and planning. - Contributing to the development, design, an...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
in estate planning, including drafting wills and trusts, administering estates, and advising on tax strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, along with... exceptional interpersonal skills to build lasting client cli...