Asset Management Jobs in Anaheim Hills

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United States
Full-time 3 views Experience : 8-12 yrs required

Title: Senior Legal Advisor - Corporate Legal Team Job Responsibilities: As a Senior Legal Advisor for the company, you will be an integral part of the Corporate Legal team, focusing on a wide array of . and global labor and employment, compensation,...

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Full-time 2 views Experience : Min 5 yrs required

that ensure the effective management and strategic development of... the organization's intellectual property portfolio. Key duties include: - Preparing and prosecuting patent applications in the field of expertise, ensuring that all intellectual property is adequately protected. - Collaborating with the Chief Patent...

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Posted On Sep 02, 26
Full-time 2 views

Title Part Time Paralegal Job Responsibilities The Part Time Paralegal at the law firm will be responsible for a variety of tasks essential to the firm's Probate and Estate Planning operations. Key responsibilities include: - Preparing and filing legal pleadings: The paralegal will draft,...

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Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

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Full-time 2 views Experience : 4-6 yrs required

Title: Estate Planning & Corporate Attorney Job Responsibilities: - Estate Planning: Advise on moderate to advanced estate, trust, gift, and income tax planning strategies, including wealth-transfer structuring, business succession planning, and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift...

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Full-time 7 views Experience : 10-15 yrs required

transfer, tax planning, and asset protection. - Design and implement... sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and maintain strong client relationships, serving as a trusted advisor on complex and evolving planning needs. - Lead a...

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Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will have a variety of responsibilities that are critical to the functioning of the Estate Planning and Trust Administration areas. Your primary duties will include: - Drafting estate planning documents, such...

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Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

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Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel (Hybrid) Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals,...

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Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

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Full-time Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

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Posted On Sep 28, 26
Full-time Experience : Min 2 yrs required

TITLE: Skip Tracer JOB RESPONSIBILITIES: As a Skip Tracer at the law firm, your primary responsibility is to locate individuals who owe money to a business or agency and have become difficult to find. This role involves using advanced computer programs and...

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Full-time Experience : 3-10 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Conduct initial consultations with clients to understand their needs and objectives. - Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives, including advising on the appropriate type of...

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Full-time Experience : Min 3 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Conduct initial consultations with clients to understand their estate planning needs and objectives. - Identify appropriate strategies to meet clients' objectives and make recommendations, including advising on suitable types of trusts. - Draft estate planning documents such...

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Full-time Experience : Min 3 yrs required

Title: Probate and Trust Administration Attorney Job Responsibilities: - Represent trustees, personal representatives, beneficiaries, and other fiduciaries in trust and probate matters. - Analyze wills, revocable trusts, irrevocable trusts, powers of attorney, beneficiary designations, and other estate planning documents. - Advise clients regarding fiduciary...

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Posted On Sep 10, 26
Full-time 1 views Experience : 8-8 yrs required

Title: Tax Senior Manager, Asset Management Job Responsibilities: -... Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary point of contact for both internal and external clients. - Manage senior-level relationships with large...

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Posted On Sep 11, 26
Full-time 1 views Experience : 1-8 yrs required

OverviewA law firm seeks a Probate and Trust Attorney in Orange, CA. This role involves providing expert legal counsel and representation in probate law, trust administration, and estate planning. The attorney will work closely with clients to ensure swift and...

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