Legal jobs

Development Officer - Trust The candidate manages the sale of personal trust accounts to clients of company affiliated Financial Advisors with branch locations within a specified geographic region. Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. Prepares sales illustrations, seminar outlines and other documentation used in the sales and marketing of trust... 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Note: This job is no longer active.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

Staff Professional - Estate, Gifts and Trusts Duties: Will be responsible researching tax matters, preparing tax returns including supporting work papers, and carrying out other projects as assigned by the wealth service group.... 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Note: This job is no longer active.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

Strategist I Duties: Will be responsible for preparing comprehensive and modular wealth plans for affluent business owners, corporate executives, families and individuals in the 3 to 10 MM segment. Works with Senior Wealth Strategist I to organize and assess quantitative information and documents; identify and evaluate financial scenarios and alternatives; develop and present written recommendations; assist in the implementation and monitoring of strategies in conjunc... 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Note: This job is no longer active.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

Specialist II Duties: Provides fiduciary research expertise and support... to meet the needs of personal fiduciary clients nationally. Works closely... with trusts and estates teams to provide complex and time-consuming research on all types of fiduciary issues, problem resolution and... special requests of a non-clerical nature. Work includes research related to transaction history reconstruction, cost basis research, complex client reporting, fee analysis, lost heir... 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

Management Specialized Wealth Services Manager - Special Needs Trust The candidate will be responsible for developing and implementing strategic plans to manage all aspects of this service including staffing, sales, retention, fees, and marketing of the business unit. Duties include: overseeing budget and expense control, including financial analysis reporting; working with other business groups in the administration of accounts and the management of relationships; en... 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

Team Manager - Special Needs Trust The candidate will be responsible for developing and implementing strategic plans to manage all aspects of this service including; staffing, sales, retention, fees, and marketing of the business unit. Duties include: overseeing budget and expense control, including financial analysis reporting; working with other business groups in the administration of accounts and the management of relationships; ensuring satisfactory audits and ser... 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

Management Specialized Wealth Services Manager The candidate will be responsible for business development, collaboration and implementing strategic plans to manage all aspects of this service including staffing, retention, fees, risk management, vision, and marketing of the business unit. Duties include: overseeing budget and expense control, including financial analysis reporting; working with other business groups in the administration of accounts and the management... 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

Personal Trust Associate III Duties: Responsible for the administration of trust accounts, probate estates, guardianships, investment management accounts, custody accounts, and IRAs. This includes managing all accounts in accordance with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members and external service providers as appropriate. Responsible for managing all of the administrative and fiduciary functio... 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

Management Specialized Wealth Services Manager The candidate will be responsible for business development, collaboration and implementing strategic plans to manage all aspects of this service including staffing, retention, fees, risk management, vision, and marketing of the business unit. Duties include: overseeing budget and expense control, including financial analysis reporting; working with other business groups in the administration of accounts and the management... 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

Planner II Duties: Provides Private Client Group clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and busi... 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