Asset Management Jobs in Peabody

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United States
Full-time 7 views Experience : Min 5 yrs required

Title: Estate Planning / Estate Administration Attorney Job Responsibilities: - Consulting with clients to understand their estate planning needs and objectives - Formulating comprehensive estate plans tailored to individual client requirements - Drafting estate planning documents, including wills, trusts, and powers of attorney - Administering...

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Posted On Aug 20, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Assist attorneys with preparing, organizing, and filing documents for estate administration and probate matters, including Petitions for Probate, Inventories, Accounts, and Notices. - Process, track, and organize court notices and deadlines to ensure timely compliance. - Prepare, proofread,...

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Posted On Jun 17, 26
Full-time 6 views

Title: Paralegal/Administrative Assistant Job Responsibilities: The responsibilities of the Paralegal/Administrative Assistant at the law firm will vary depending on the candidate's experience. Key duties include: - Preparing and reviewing legal documents and correspondence. - Managing client files and maintaining case calendars. - Assisting attorneys with...

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Full-time 6 views Experience : Min 10 yrs required

Company Med Tech. This position also supports V-Wave and other potential cardiovascular acquired companies and products. The individual will report directly to the VP, Law Cardiovascular of the MedTech Sector of Company. Responsibilities include advising senior management on general le...

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Posted On Jul 28, 26
Full-time

needs, and delivering an exceptional client experience. The role includes advising clients on all aspects of wealth management, such as asset allocation, financial management, and... wealth planning. The Financial Advisor serves as a resource for clients with complex wealth manageme...

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Posted On Sep 10, 26
Full-time Experience : 1-2 yrs required

Title: Legal Assistant / Paralegal Job Responsibilities: - Work directly with clients to gather financial information and documentation. - Coordinate with financial advisors, attorneys, CPAs, and financial institutions. - Track assets and documents using spreadsheets and cloud-based systems. - Assist with deeds, real estate transfers,...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 4 yrs required

Trusts, Wills, Powers of Attorney, Health Care Proxies, Trust Amendments and Restatements, Irrevocable Trusts, Massachusetts Asset Protection Trusts (MAPTs), First-Party... and Third-Party Special Needs Trusts (SNTs), Real Estate Deeds, and Trust Funding Documents. - Manage multiple estate planning matters simultaneously, coordinatin...

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Full-time Experience : 3-10 yrs required

probate practice. You will collaborate closely with an experienced paralegal and a client success coordinator. The role emphasizes autonomy and client relationship management, allowing you to take... ownership of client matters and contribute significantly to the firm's growth. Key...

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Full-time 2 views Experience : 10-18 yrs required

Title: General Counsel Job Responsibilities: The General Counsel at the company is responsible for leading the legal function and providing expert guidance on all aspects of the business. This role reports to the CEO and works closely with executive leadership and business...

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Posted On Jul 05, 26
Full-time 2 views Experience : 3-5 yrs required

Title: Family Law and Probate Attorney Job Responsibilities: - Communicating with opposing counsel, court, and other interested parties. - Managing attorney and court calendars, including scheduling hearings, deadlines, conferences, and other case-related events. - Answering incoming telephone calls and directing inquiries as appropriate. - Conducting...

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Posted On Sep 10, 26
Full-time 4 views Experience : Min 5 yrs required

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...

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Posted On Jul 16, 26
Full-time 4 views Experience : 3-5 yrs required

Title: Business Development Specialist (Asset Management) Job Responsibilities: The... Business Development Specialist (BDS) will play a vital role within the Business Development Team, working under the supervision of the Business Development Manager. The responsibilities include: - Supporting the Business Development...

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Full-time 5 views Experience : 4-7 yrs required

Job Title: Midlevel Asset Management and Investment Funds... client services in the asset management and investment funds... sector. - Engage in active mentoring and assume increasing levels of responsibility and client contact. - Work independently and as part of a team to...

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Posted On Aug 20, 26
Full-time Experience : 2-4 yrs required

Tax - Wealth and Asset Management - Senior Job Responsibilities: As... in the Wealth & Asset Management practice, the candidate... will be responsible for tax compliance and advisory work for clients, working closely with Managers through Partners on key client issues in...

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Posted On Aug 20, 26
Full-time 1 views Experience : 4-6 yrs required

Tax - Wealth and Asset Management - Manager Job Responsibilities: As... within the Wealth & Asset Management Tax practice, you... will be responsible for managing and implementing tax compliance strategies for our clients. Your role involves providing comprehensive support in tax compliance...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 8 yrs required

Practice Development Manager - Asset Management Job Responsibilities: The Practice Development... and Director of Practice Development (PDD) within the Asset Management group, specifically focusing... on the Registered Funds practice. The PDM is responsible for setting strategy, maintaining accountability, and ensuring operational eff...

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Posted On Sep 10, 26
Full-time 9 views Experience : 5-8 yrs required

Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 yrs required

OverviewA law firm seeks an Estate Planning and Probate Attorney in Melrose, MA. This role involves managing and expanding the estate planning and probate practice, working closely with a paralegal and client success coordinator. The position offers autonomy, growth opportunities,...

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