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  3. Wisconsin
  4. Thiensville
  5. Fiduciary
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United States
Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with a team of professionals, including attorneys, CFPs, and CPAs, as well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth...

Posted On Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary... policies, procedures, administration standards,... and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration... professionals by guidance. - Drive consistency in fiduciary administration practices, service standards,......

Posted On Aug 20, 26
Full-time 4 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Liability Claims under the company's Management Liability policies. This includes handling claims related to Employment Practices Liability, Directors and Officers Liability, Fiduciary Liability, and Crime claims... on a national basis. The primary responsibilities include: - Handling Management Liability Claims for pr...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

Posted On Sep 30, 26
Full-time 5 views Experience : 12-12 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
acquisitions Affirmative Action agreements antitrust Commercial Law contracts corporate governance Corporate Law Cybersecurity data privacy Energy fiduciary finance fraud Government indemnity Insurance IP licensing Litigation mergers
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
acquisitions Affirmative Action agreements antitrust Commercial Law contracts corporate governance Corporate Law Cybersecurity data privacy Energy fiduciary finance fraud Government indemnity Insurance IP licensing Litigation mergers

and support to the fiduciary aspects of the company's... operations in the United States. The responsibilities include: - Legal & Fiduciary Oversight: Leading end-to-end accountability... for Legal & Integrity fiduciary duties, corporate governance, and... compliance for all . legal entities, including...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Traditional Labor Law (Unions) Employment Law - General
Job Tags:
acquisitions Affirmative Action agreements Code of Conduct contracts corporate governance due diligence EEOC ERISA fiduciary indemnity Insurance Labor and Employment Labor Law Labor Relations Litigation M&A mergers NLRB Restrictive Covenants RICO Severance trade secrets
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Employment Law - Traditional Labor Law (Unions) Employment Law - General
Job Tags:
acquisitions Affirmative Action agreements Code of Conduct contracts corporate governance due diligence EEOC ERISA fiduciary indemnity Insurance Labor and Employment Labor Law Labor Relations Litigation M&A mergers NLRB Restrictive Covenants RICO Severance trade secrets

Title: Senior Labor & Employment Counsel, USA Job Responsibilities: As the Senior Labor & Employment Counsel for the USA, the candidate will be responsible for influencing the design and implementation of Labor and Employment strategies to ensure the company operates within a...

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