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United States
Full-time 5 views Experience : Min 3 yrs required

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including reviewing documents, preparing firm-specific summaries, and presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession...

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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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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 1 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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Posted On Sep 07, 26
Full-time 3 views Experience : 5-10 yrs required

Title: Estate Administrator - VP Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure the proper setup of account records, including payments, fee schedules (when appropriate), and...

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Posted On Aug 20, 26
Full-time Experience : 5-7 yrs required

Services Organization- Tax - Engineering Manager - Hands-On-Agentic SDLC - EDGE The candidate will lead 1-3 teams of 3-6 full-stack engineers, serving as both their senior technical authority and people leader. Contribute code, define technical strategy, and recruit, develop, and...

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Full-time

Title: Subrogation Attorney Job Responsibilities: - Communicates company legal position to clients and attorneys related to casualty cases. - Analyzes and stays current on health care subrogation laws, regulations, and policies. - Serves as primary liaison with subrogation clients. - Works with company-wide resources to...

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Full-time 3 views Experience : Min 7 yrs required

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for creating and executing accurate estate plans that align with the client's wishes. This role requires the attorney to be available for a 'start' meeting within five business days, set...

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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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