Legal jobs

Wealth Strategist The candidate will enhance the client acquisition, advisement and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning. Educate financial advisors in the areas of wealth planning, estate and financial planning. Articulate a concise message to both the client and 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Note: This job is no longer active.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

excellent verbal, written and presentation skills • excellent client relationship management skills • comfortable with working in a fast-paced, evolving environment • strong analytical and problem-solving skills • ability to work independently and as part of a team • CFP or ChFC preferred # Associate Wealth Strategist ## Job Description We are looking for an Associate Wealth Strategist to join our Global Wealth Management team. The ideal candidat... 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Note: This job is no longer active.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

ability to build relationships and collaborate with other team members, clients and external advisors • ability to work independently as well as part of a team • strong organizational skills and the ability to manage multiple tasks, prioritize and meet deadlines • strong written, verbal and presentation skills • knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) ## Associate Wealth Strategist ### Job Overview Company is looking for an Ass... 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Note: This job is no longer active.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

Wealth Management - Private Bank Trust Officer The candidate is... responsible for Technical and Risk Management: Analyze trust documents for legal, tax,... administrative and investment issues and coordinate delivery of services; Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee; Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate... for the needs of the trust an... 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

Estate Administrator, Associate Duties: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing... instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Respond to client issues, anticipate client needs, and prepare for and participate in client mee... 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

Wealth Management – Trusts & Estates – Estate Administrator, Associate Duties: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing... instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Respond to client issues, anticipate client needs, and pr... 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

Settlement Marketing Director Duties: Responsible for managing a team of Estate Settlement Officers and Associates who handle probate estates and deceased grantor’s trusts Expected to ensure the delivery of a high level of administrative service while managing risks and adhering to established Bank policies and procedures. Accountable for revenue and expense management for the team to ensure profitability. Provides technical expertise and guidance to the team and co... 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

Settlement Officer II, Estate The candidate will be managing larger, more complex, probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and another internal line of business referrals. Participating in sales calls as needed, offering Estate Settlement expertise. Coordinating communi... 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

Estate Settlement Officer III The candidate will be accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge in estate and trust administration. Responsible for increasing... estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other business lines. Participates in sales calls as needed, offering E... 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