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United States
Posted On Aug 28, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Probate Elder Law Bankruptcy-General Trusts and Estates - General
Job Tags:
divorce Domestic Violence estates health insurance Immigration Insurance Transportation
Practice Area:
Adoption Law Divorce Law Family Law - General Probate Elder Law Bankruptcy-General Trusts and Estates - General
Job Tags:
divorce Domestic Violence estates health insurance Immigration Insurance Transportation

Title: Full Time Staff Attorney: Civil Unit Job Responsibilities: - Provide full representation, brief service, and advice and counsel in a diverse range of civil practice areas such as divorce, end-of-life planning, name changes, bankruptcies, estates, and other civil matters. - Prepare cases...

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Posted On Aug 20, 26
Full-time Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women

Title: Estate Planning Professional Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management professionals, as well as members of the Wealth Solutions group, to review, fund, and maintain estate plans. - Independently review and summarize existing estate planning...

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Posted On Aug 20, 26
Part-time 1 views
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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Posted On Sep 07, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

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

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services,...

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Posted On Aug 27, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Job Title: Probate Paralegal Job Responsibilities: - Monitor and... inheritance purchases throughout the probate process to assess payment... status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Job Title: Probate Paralegal Job Responsibilities: - Monitor and... inheritance purchases throughout the probate process to assess payment... status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate
Practice Area:
Trusts and Estates - General
Job Tags:
doctors Energy estates inheritance Insurance personal injury Probate

inheritance purchases throughout the probate process to assess payment... status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments that could affect payment. - Take...

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Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Posted On Jul 29, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Insurance
Job Tags:
broadband equity family Government health benefits health insurance HIPAA Insurance Medicaid medical providers Medicare Probate Profit Sharing stock options subrogation
Practice Area:
Insurance
Job Tags:
broadband equity family Government health benefits health insurance HIPAA Insurance Medicaid medical providers Medicare Probate Profit Sharing stock options subrogation

Title: Claims Recovery Specialist Job Responsibilities: - Process all casualty or estate functions involving state Medicaid beneficiaries or deceased Medicaid beneficiaries, including intake, maintenance, claims review, management, and settlement. - Ensure compliance with HIPAA and government security standards concerning the sharing, storage, and...

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Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

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Posted On Jul 08, 26
Full-time 1 views Experience : 10-12 yrs required
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance investment management lending Probate Taxation trusts wealth management
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance investment management lending Probate Taxation trusts wealth management

Title: Trust Advisor Job Responsibilities: - Perform a legal and administrative review of all potential new business, focusing on fiduciary solutions for COIs, bank clients, and prospects. - Meet sales goals and expectations by collaborating with Bankers, Portfolio Managers, and Financial Consultants to...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

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