Asset Management Jobs in Boyertown

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United States
Full-time 2 views Experience : Min 1 yrs required

Title: Associate Attorney** **Job Responsibilities:** - Meet with clients to understand their goals and provide practical legal advice. - Draft estate planning documents, including revocable living trusts, wills, powers of attorney, advance directives, trust amendments, and related documents. - Advise trustees and beneficiaries through...

Posted On Aug 02, 26
Full-time 3 views Experience : Min 3 yrs required

documents. - Draft petitions, notices, inventories, accountings, declarations, receipts, and final distribution documents. - Coordinate court filings and monitor deadlines. - Communicate with clients, beneficiaries, financial institutions, and county courts. - Gather and organize estate asset information. - Assist with estate... administration from opening throu...

Full-time 3 views Experience : 3-5 yrs required

topics, including hiring, pay practices, performance management, leaves of absence, accommodation... requests, and separations. - Draft and update employment-related policies and procedures to ensure compliance with applicable laws and alignment with business needs. - Support internal investigations involving claims of workplace mi...

Posted On Jul 27, 26
Full-time 1 views Experience : 2-5 yrs required

Title: Specialist I, Paralegal Job Responsibilities: The Specialist I, Paralegal is an integral member of the Legal & Compliance department at the company. The primary responsibilities of this role include providing legal services to support the company's market units and corporate entities....

Full-time 2 views Experience : 4-8 yrs required

Title: Data Licensing & Technology Transactions Attorney Job Responsibilities: - Support business, technology, operations, procurement, data governance, and product teams in reviewing, negotiating, and administering a wide array of commercial transactions. - Collaborate with business stakeholders and senior members of the legal department...

Posted On Jun 30, 26
Part-time 6 views Experience : 2-4 yrs required

Title: Estate Paralegal/Legal Assistant Job Responsibilities: The Estate Paralegal/Legal Assistant will be an integral member of the Trusts and Estates Department at the law firm. The role requires a strong team-oriented work ethic and a desire to learn and grow within the...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 3 yrs required

or trial. - Draft, proofread, format, and finalize pleadings, motions, discovery requests and responses, correspondence, and other legal documents. - Prepare financial inventories, support calculations, asset and liability summaries, and... other financial materials used in family law matters. - Coordinate and manage discove...

Posted On Jul 29, 26
Full-time 3 views Experience : 5-5 yrs required

is expected to have a high degree of proficiency in managing estate-related tasks and should be able to work independently as well as in a team environment. Key responsibilities include: - Utilizing estate management software, with a preference... for those experien...

Full-time 1 views Experience : 4-6 yrs required

ranging from $25 million to $500 million, as well as venture capital transactions. The role is client-facing and involves substantive work with sophisticated deal structures. Key responsibilities include: - Drafting stock and asset purchase agreements. - Familiarity with... NVCA documents. - Handling routi...

Full-time 2 views Experience : Min 3 yrs required

Title: Legal Counsel Job Responsibilities: - Provide legal advice, support, counsel, and direction to the company regarding legal affairs and compliance and risk issues affecting wealth technology businesses. - Engage in contract review, negotiation, and drafting; counsel company personnel on business, technology, privacy,...

Full-time 1 views Experience : Min 10 yrs required

Assistant General Counsel, Retail Brokerage Platform Job Responsibilities: The Assistant General Counsel for the Retail Brokerage Platform at the company plays a crucial role in supporting the Personal Wealth business, specifically focusing on the retail brokerage and wealth platform that serves over...

Full-time 1 views Experience : 10-15 yrs required

Title: Associate General Counsel, Fund Governance Job Responsibilities: - Serve as a strategic legal advisor on corporate governance matters, providing practical advice to trustees, directors, senior executives, and other stakeholders regarding applicable legal requirements, fiduciary obligations, governance practices, and board processes. - Hire,...

Full-time 2 views Experience : Min 4 yrs required

Title: Legal Counsel - Investment Company Act of 1940 Job Responsibilities: - Provide legal advice and representation on matters related to the Investment Company Act of 1940. - Advise on fund formation, governance, regulatory compliance, and strategic initiatives. - Partner with business leaders to...

Full-time 1 views Experience : Min 10 yrs required

Title: AI Associate Counsel Job Responsibilities: The AI Associate Counsel acts as a subject matter expert on legal and regulatory issues concerning the use of artificial intelligence (AI) within the company. This role requires a combination of deep legal expertise and a...

Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

Posted On Jul 30, 26
Full-time

Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary... point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and participate in document...

Full-time 3 views Experience : 2-4 yrs required

Title: Health Care + Life Sciences Intellectual Property Associate Job Responsibilities: - Engage in patent preparation, prosecution, and litigation activities within the Health Care + Life Sciences Intellectual Property Practice Group. - Conduct freedom-to-operate opinions and manage patent diligence projects to ensure thorough...

Full-time 56 views Experience : 1-3 yrs required

Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...

Posted On Aug 06, 26
Full-time 18 views Experience : 2-8 yrs required

law firm is seeking an accomplished Workers' Compensation Attorney to join its thriving legal practice dedicated to advocating for individuals who have sustained workplace injuries. This opportunity is perfect for a legal professional passionate about securing justice for injured employees...

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