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United States
Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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Full-time 4 views 1 applications

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

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Full-time 5 views Experience : Min 3 yrs required

presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning, and trust tax planning. - Communicate with strategic partners, including attorneys or law firms, to facilitate ......

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role involves working on probate, guardianship, conservatorship, and estate administration matters from start to finish. The candidate will manage estate planning, estate administration, and/or probate cases primarily in the states of...

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Full-time 2 views Experience : 2-5 yrs required

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection...

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Full-time 12 views Experience : 2-2 yrs required

Title: Durable Power of Attorney (DPOA) Specialist Job Responsibilities: - Create an outstanding experience for clients to build and maintain client loyalty. - Focus primarily on legal document review and establishing client roles on existing and new accounts. - Assist in overseeing the review...

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Full-time 5 views Experience : 5-7 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Serve as the primary point of contact for estate planning clients. - Assist clients in completing accurate estate plans that fulfill their wishes efficiently. - Be available for a 'start' meeting within 5 business days and set...

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Full-time 2 views Experience : 3-7 yrs required

Title: Senior Claims Examiner, Professional Liability Job Responsibilities: - Develop and implement timely and accurate resolution strategies to mitigate indemnity and expense exposure. - Formulate and execute strategies related to coverage issues, aligning them with the overall strategy for matters under the handler's...

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Posted On Sep 14, 26
Full-time 10 views

Title: Private Banker – Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from...

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Full-time 3 views Experience : 5-10 yrs required

Title: Senior Estate Planning Professional Job Responsibilities: The Senior Estate Planning Professional at the company is tasked with working directly with high-net-worth clients to assess their existing estate plans, identify any structural risks or planning gaps, and provide strategic guidance and education...

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Full-time 1 views

Title: Estate and Document Attorney Job Responsibilities - Collaborate with the tax and wealth management teams to provide estate planning services on a non-exclusive basis. - Engage directly with clients, ensuring a personalized approach to their estate planning needs. - Receive assignments from internal...

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Full-time 2 views Experience : 6-6 yrs required

Title: Legal Counsel Job Responsibilities: - Conduct research and provide legal and regulatory analysis and advice on global financial services, investment management, privacy, employment, and other laws and regulations. - Analyze complex legal topics and translate this analysis into practical and succinct legal...

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