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Asset Management Jobs in Fairport

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United States
Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software

boutique law firm specializing in Estate Planning, Estate Administration, and Elder Law is seeking a motivated, organized, and detail-oriented Estate Administration Paralegal. The firm is client-focused and offers an excellent opportunity for a paralegal to work closely with attorneys and...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring

and Local Tax - Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies...

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships
Job Tags:
asset management company policies Corporation criminal family Insurance Partnership partnerships

Job Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide tax... for a variety of Asset Management clients. - Work as... part of a multi-disciplinary team providing industry knowledge and experiences. - Oversee a portfolio of clients of varying size and scope and act...

Posted On Sep 20, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring

Senior Manager, SALT Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with...

Posted On Sep 18, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

or Senior Manager, SALT Asset Management (remote option) ... Job Responsibilities: - Participate in multi-state alternative investment firms, including hedge funds, fund of funds, private equity, and real estate, with state and local tax compliance. - Work as part of...

Posted On Sep 21, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Manager, SALT Asset Management Duties: The candidate... will participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative...

Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

Title: Senior Associate, SALT Asset Management (remote option) Job... Responsibilities: - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage...

Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney supervision. - Facilitate referrals and track the status of cases and referrals. - Timely report data and time in case management systems. - Respond to inqu......

Posted On Aug 27, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management Computer Engineering Computer Science criminal emerging technologies Immigration information technology investment management

Job Title: Investment Management Agreement Review Analyst Job Responsibilities: The... Investment Management Agreement Review Analyst is... responsible for providing dedicated administrative and operational support to legal teams involved in the intake, drafting, review, and execution of Investment Management Agreements (IMAs). The role......

Posted On Aug 01, 26
Full-time 34 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Rochester. This is an excellent opportunity for a talented attorney to support a growing trusts and estates practice, representing high-net-worth clients and providing advice on tax, asset protection, and business succession... planning strategies. The ideal candidate will have a mi...

Posted On Aug 01, 26
Full-time 46 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

Posted On Aug 15, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

five-year lookback rules and asset protection strategies. - Draft and... documents including Wills, Powers of Attorney, Health Care Proxies, and various Trust Agreements. - Prepare Medicaid gift and note plans, asset summaries, and flowcharts. - Assist... with Medicaid applications and coordinate with...

Posted On Jul 07, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing direct legal services to clients focusing on estate planning and asset preservation. This entails resolving... fines and fees, title clearing, and addressing...

Posted On Sep 17, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family Probate

Title: Estate Administration Paralegal and Legal Assistant Job Responsibilities: The Estate Administration Paralegal and Legal Assistant roles encompass a range of responsibilities centered around estate planning and administration. The primary duties include: - Assisting with estate planning and the administration of estates and...

Posted On Sep 26, 26
Full-time 4 views Experience : Min 2 yrs required
Practice Area:
Litigation - Appellate Litigation - General (consumer) General Practice - Transactional & Litigation Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Estate & Tax Planning Trusts and Estates - General
Job Tags:
appeals appellate civil litigation depositions Estate Planning health insurance Litigation pleadings Profit Sharing Software
Practice Area:
Litigation - Appellate Litigation - General (consumer) General Practice - Transactional & Litigation Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Estate & Tax Planning Trusts and Estates - General
Job Tags:
appeals appellate civil litigation depositions Estate Planning health insurance Litigation pleadings Profit Sharing Software

Overview Paralegal / Legal Assistant – Litigation Law Firm – Rochester, NY Full-Time or Part-Time In-Office Litigation and Estate Planning Law firm, a Rochester-based litigation firm, is seeking a highly organized and proactive Paralegal / Legal Assistant with experience in civil litigation...

Posted On Aug 04, 26
Full-time 3 views Experience : 8-15 yrs required
Practice Area:
Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - General Real Estate - Leasing Real Estate- Commercial Transactions Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side) Environmental Law - Transactions & Compliance Tax - General
Job Tags:
ADA affordable housing agreements Americans with Disabilities Act asset management Civil Rights consumer protection contracts Data Protection Employment Law general liability government relations indemnity Insurance Litigation partnerships Property Management regulatory compliance zoning
Practice Area:
Real Estate - Tax Real Estate - Development/ Dirt law Real Estate - General Real Estate - Leasing Real Estate- Commercial Transactions Litigation - Real Estate - Defense Litigation - Foreclosure (Lender-side) Environmental Law - Transactions & Compliance Tax - General
Job Tags:
ADA affordable housing agreements Americans with Disabilities Act asset management Civil Rights consumer protection contracts Data Protection Employment Law general liability government relations indemnity Insurance Litigation partnerships Property Management regulatory compliance zoning

operations of the company's asset management and property management... lines of business. This... role involves designing enterprise-wide risk frameworks, navigating affordable housing regulatory requirements, and protecting the company from systemic liabilities. The successful candidate will work closely with the Chief...

Posted On Aug 17, 26
Full-time 47 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies,...

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