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Asset Management Jobs in Boca Raton

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United States
Posted On Jun 22, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills

using CRM and practice management systems, including HubSpot and... Clio - Organize and manage matters related to estate planning - Support attorneys with document preparation, coordination, review, and filing - Track case deadlines, tasks, and documents to ensure timely case progression - Perform accurate...

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Posted On Sep 05, 26
Full-time 14 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...

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Posted On Jul 30, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning. - Draft legal documents, including trusts, wills, powers of...

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Posted On Aug 22, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills

Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with handling a significant volume of complex work related to domestic estate administration, trust administration, and fiduciary accounting. This role requires managing these tasks in a...

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Attorney in Boca Raton, FL

Public Interest • **Members Only** Boca Raton, FL

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Posted On Jul 26, 26
Full-time 1 views Experience : 5-10 yrs required
Job Tags:
Affirmative Action blockchain child Code of Conduct Cybersecurity domestic partner family FINRA fraud Insurance invention Money Laundering Securities spouse
Job Tags:
Affirmative Action blockchain child Code of Conduct Cybersecurity domestic partner family FINRA fraud Insurance invention Money Laundering Securities spouse

Senior Principal Investigator, Crypto Asset Investigations - Blockchain Technology Job... securities and other crypto asset activities of organization member... firms and associated persons. - Document investigative strategies, findings, and results in a timely manner; provide recommendations based on identified findings. - Serve as...

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Attorney in Boca Raton, FL

Public Interest • **Members Only** Boca Raton, FL

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Posted On Jul 26, 26
Full-time 2 views
Job Tags:
Affirmative Action blockchain child Code of Conduct domestic partner family FINRA Insurance invention Securities spouse
Job Tags:
Affirmative Action blockchain child Code of Conduct domestic partner family FINRA Insurance invention Securities spouse

Senior Principal Investigator, Crypto Asset Investigations - Tokenized Securities... Principal Investigator in Crypto Asset Investigations is responsible for... investigations into the crypto asset activities of organization member... expertise to Regulatory Operations staff on crypto asset matters and initiatives, developing... a...

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Posted On Aug 05, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management

Title: Legal Assistant Job Responsibilities: The Legal Assistant will play a critical role in the Trust & Estates department, providing both administrative and legal support. Key responsibilities include: - Monitoring Irrevocable Life Insurance Trust (ILIT) premium notices and policy deadlines. - Coordinating with insurance...

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Posted On Aug 14, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. Key duties include: - Handling probate processes - Engaging in extensive communication with clients, financial...

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Posted On Sep 06, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer

Title: Trusts & Estates Attorney Job Responsibilities: - Advise clients on sophisticated estate, gift, generation-skipping transfer, and income tax planning matters. - Design and implement complex wealth transfer strategies for high net worth individuals and families. - Counsel clients regarding family office structures, fiduciary...

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Posted On Jun 06, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
fund formation
Practice Area:
Corporate - Asset/Investment Management
Job Tags:
fund formation

Title: Investment Funds Attorney Job Responsibilities: - Fund formation: Engage in the creation and establishment of investment funds, ensuring all legal and regulatory requirements are met. - Structuring: Develop and implement the structure of investment funds to optimize performance and...

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Posted On Jul 31, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - General Corporate - Compliance Real Estate - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Finance - Banking Finance - General
Job Tags:
acquisition financing agreements banking Bankruptcy Commercial Lending commercial real estate construction due diligence escrow Ethics Insurance lending Litigation LLC organizational documents payment processing regulatory compliance Secured lending title UCC
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - General Corporate - Compliance Real Estate - Finance Real Estate - General Real Estate - Purchase and Sale (Commercial) Finance - Banking Finance - General
Job Tags:
acquisition financing agreements banking Bankruptcy Commercial Lending commercial real estate construction due diligence escrow Ethics Insurance lending Litigation LLC organizational documents payment processing regulatory compliance Secured lending title UCC

Title: Closing Attorney Job Responsibilities: 1. Loan Review and Structuring: - Review loan approvals, credit memorandums, SBA Authorizations, organizational documents, purchase agreements, leases, and other transaction documents to ensure compliance with Bank policy, SBA requirements, and applicable law. - Analyze transaction structures...

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Posted On Aug 04, 26
Full-time 12 views Experience : 3-8 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law
Job Tags:
acquisitions agreements asset purchase agreements Commercial Contracts due diligence equity Insurance mergers operating agreements Partnership
Practice Area:
Corporate - M&A Corporate - Contract Law
Job Tags:
acquisitions agreements asset purchase agreements Commercial Contracts due diligence equity Insurance mergers operating agreements Partnership

years of continuous, specific, and verifiable corporate experience. - Review, draft, and negotiate commercial contracts, including equity and asset purchase agreements, shareholder, partnership... and operating agreements, loan agreements, license agreements, financing agreements, service agreements, non-disclosure agreements, and restrictive covenant agreements. - Research...

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Attorney in Boca Raton, FL

Public Interest • **Members Only** Boca Raton, FL

Apply
Posted On Aug 20, 26
Full-time 2 views Experience : 2-10 yrs required
Job Tags:
abuse Affirmative Action blockchain child Code of Conduct cryptocurrency domestic partner evidence family finance FINRA fraud Insurance invention Money Laundering Partnership regulatory compliance Securities Securities Exchange Act of 1934 securities laws spouse
Job Tags:
abuse Affirmative Action blockchain child Code of Conduct cryptocurrency domestic partner evidence family finance FINRA fraud Insurance invention Money Laundering Partnership regulatory compliance Securities Securities Exchange Act of 1934 securities laws spouse

Title: Director, Investigations - Crypto Fraud and Market Abuse Job Responsibilities: The Director of the Crypto Fraud & Market Abuse team is tasked with leading a specialized team of investigators focusing on detecting, investigating, and mitigating crypto-related fraud and market abuse within...

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Posted On Sep 11, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
agreements asset management Battery clean energy construction due diligence easements Energy finance Insurance solar energy warranty
Practice Area:
Construction/Developer-Agreements & Transactions Construction - General
Job Tags:
agreements asset management Battery clean energy construction due diligence easements Energy finance Insurance solar energy warranty

and services agreements, as well as PPAs, leases, and easements. - Support construction, asset management, and operational matters... across a diverse portfolio of renewable energy assets. - Partner cross-functionally with business, finance, and operations teams to drive transactions forward and enable executio...

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Posted On Jun 19, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Guardianship
Job Tags:
Guardianship

Title: Case Specialist Job Responsibilities: The Case Specialist at the law firm is responsible for conducting comprehensive meetings with prospective new clients (PNCs) to facilitate the sale of legal services. Key responsibilities include: - Following established policies and procedures to communicate effectively and...

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Posted On Jun 15, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
federal government I-9 personal injury social security Software
Job Tags:
federal government I-9 personal injury social security Software

Title: Accounts Payable/Receivable Coordinator Job Responsibilities: The Accounts Payable/Receivable Coordinator at the law firm is tasked with ensuring that the firm's financial transactions pertaining to accounts payable and receivable are accurately and promptly recorded in the firm's accounting system. The essential job...

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Posted On Jun 24, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Asset Protection Elder Law Estate Planning marketing Probate trusts Wills
Job Tags:
Asset Protection Elder Law Estate Planning marketing Probate trusts Wills

Title: Legal Sales Manager Job Responsibilities: The Legal Sales Manager is tasked with driving client acquisition, fostering revenue growth, and ensuring an exceptional experience for prospective clients by leading and optimizing the law firm's sales and intake functions. Key responsibilities include: - Leading,...

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Posted On Jul 28, 26
Full-time 5 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Trusts & Estates Attorney in Boca Raton, Florida. The ideal candidate will possess excellent communication and administrative skills, be highly organized, detail-oriented, and capable of multitasking efficiently. They will represent the firm in a manner...

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