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United States
Full-time 4 views Experience : 4-8 yrs required

Job Title: Private Wealth Services Associate (Senior-Level) Job Responsibilities: -... administration, and gift, estate, and generation-skipping transfer tax planning. - The role... requires designing and drafting complex estate planning documents, including revocable trust agreements, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access T...

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Planning/Probate Legal Assistant/Secretary Responsibilities : Will provide legal and non-legal administrative support to attorneys, paralegals, and clients. Proofread all documents and correspondence for accuracy. Coordinate meetings including videoconferences, conferences calls, equipment, catering, presentation materials, visitors, and rooms/offices. Manage attorney contacts and calendar. Manage attorney phones including incoming calls, messaging, transfers, a... 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Note: This job is no longer active.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

/ Trust / Estate Planning Legal Secretary Duties: Provide administrative support to attorneys, paralegals, and clients; Actively manage client files including regular filing of documents; Proofread all documents and correspondence for accuracy; Coordinate meetings including, conferences calls, equipment, presentation materials, visitors, and rooms/offices; Manage attorney contacts and calendar; Manage attorney phones including incoming calls, messaging, transfers, 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Note: This job is no longer active.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

and Estates Paralegal The candidate will be responsible for initiating and handling probate cases or other proceedings concerning the administration of estates/trusts, from inception to conclusion. Preparing asset lists and required probate inventories, analyzing bank and business records, identifying trust and estate assets, and identifying title and character of assets. Meeting and communicating with clients and client advisors. Assisting clients with trust and estat... 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

Planning/Probate Legal Secretary Responsibilities: Provide administrative support to attorneys, paralegals, team members, and clients. Actively manage client files including regular filing of paper documents and electronic documents. Proofread all documents and correspondence for accuracy. Coordinate meetings, including conference calls, equipment, presentation materials, visitors, and rooms/offices. Manage attorney contacts and calendar. Manage attorney phones,... 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

and Estates Paralegal The candidate will work with estate and trust administration and some drafting of estate planning documents. The candidate must be highly organized, detail oriented, and have the ability to work independently. Initiating and handling probate cases or other proceedings concerning the administration of estates/trusts, from inception to conclusion. Preparing asset lists and required probate inventories, analyzing bank and business records, identifyin... 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

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