Asset Management Jobs in Rochester

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United States
Full-time 2 views Experience : 3-6 yrs required

Title: Legal Counsel, Data Privacy Manager and Information Security Officer Job Responsibilities: The Legal Counsel, Data Privacy Manager, and Information Security Officer will be a key member of the North American Legal, Compliance, and Information Security team. The responsibilities include: - Drafting, reviewing,...

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Posted On Sep 11, 26
Full-time 1 views Experience : 3-5 yrs required

Administrative Assistant Job Title: Legal Administrative Assistant Job Category: Administrative Assistant Requisition Number: ADMIN001674 Job Responsibilities: Estate Planning and Tax: - Assist attorneys and paralegals with preparing, organizing, assembling, and filing estate planning, trust, probate, and tax-related legal documents. - Prepare, assemble,...

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Full-time 2 views Experience : Min 10 yrs required

the tax implications of estate planning and minimizing tax liabilities through strategies such as gift and estate tax planning. - Handling the probate process, including court proceedings, asset valuation, debt settlement, and... distribution of assets. - Managing and administering trusts to ensure...

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Posted On Aug 17, 26
Full-time 1 views Experience : 3-5 yrs required

Intelligence Technologist Job Title: Artificial Intelligence Technologist Reports To: Executive Director Position Type: Full-Time Position Summary A law firm is seeking an experienced and forward-thinking Artificial Intelligence Technologist to join the firm in a newly created, full-time role. This position is central to the firm's...

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Full-time 2 views

Job Title: Senior Counsel Asset Management Job Responsibilities: The Senior Counsel... Asset Management is responsible for... and guidance within the asset management division of the... and regulatory matters impacting asset management operations. - Drafting, reviewing,... various agreements related to asset management, including investment management......

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Full-time 2 views Experience : Min 8 yrs required

while regularly interacting with management. - Oversee legal research,... legal compliance and risk management. - Manage expenses for... outside counsel relationships and provide strategic direction on when to leverage outside counsel. - Work with outside counsel, combining their advice with...

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Full-time 2 views Experience : 8-10 yrs required

Title: Corporate Attorney Job Responsibilities: The Corporate Attorney will work collaboratively with clients, partners, and associates on a variety of counseling, compliance, regulatory, and transactional matters. The primary responsibilities include: - Serving as securities and corporate governance counsel for the law firm's public...

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Posted On Sep 07, 26
Full-time 35 views Experience : Min 6 yrs required

client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset a...

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Posted On Sep 07, 26
Full-time 18 views Experience : Min 6 yrs required

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required

Title Trademark Paralegal Job Responsibilities - Manage domestic and international trademark portfolios for a diverse client base. - Prepare, file, and prosecute trademark applications and related submissions before the United States Patent and Trademark Office (USPTO). - Prepare and file...

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Posted On Jun 19, 26
Full-time 11 views Experience : Min 2 yrs required

for providing essential administrative support to attorneys and paralegals. Key duties include: - Document Preparation: Drafting, updating, proofreading, and formatting letters, legal documents, agendas, and binders for client delivery or internal use. - Deadline Management: Tracking and communicating key... dates to att...

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Posted On Jul 07, 26
Full-time 3 views Experience : Min 1 yrs required

Title: Legal Assistant - Collection Law Pre Judgment Department Job Responsibilities: The Legal Assistant position at the law firm is a crucial role within the Pre-Judgment Department, providing essential administrative and litigation support to attorneys and legal staff. The primary responsibilities...

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

the Firm Law firm is a Metro Detroit-based law firm serving clients across a range of industries. The attorneys at law firm bring a depth of legal experience across sophisticated business transactions, finance, intellectual property, real estate, employment, and complex litigation. What...

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Posted On Jul 13, 26
Full-time Experience : Min 2 yrs required

title conflicts. The position is not a passive support role; it requires taking an active part in managing litigation files. Key responsibilities include: - Case Management: Open and structure litigation... files correctly from intake, create case timelines and litigation roadmaps, t...

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Posted On Sep 01, 26
Full-time Experience : 2-3 yrs required

attorneys with title law and probate law matters by conducting research and preparing relevant documentation. - Manage case files and ensure all documentation is organized and up-to-date. - Coordinate project management tasks related to ongoing... legal cases. - Perform do...

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Posted On Aug 21, 26
Full-time 13 views Experience : Min 8 yrs required

Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...

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Posted On Aug 21, 26
Full-time 16 views Experience : Min 8 yrs required

Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...

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Posted On Aug 21, 26
Full-time 19 views Experience : Min 8 yrs required

Title: Tax Senior Manager - Real Estate/Other Job Responsibilities: Tax Strategy and Engagement Oversight: - Develop and implement comprehensive tax planning strategies for clients to align with their financial objectives and minimize tax liabilities. - Analyze complex tax scenarios, including mergers and acquisitions, to...

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Posted On Aug 21, 26
Full-time 5 views Experience : 8-10 yrs required

Title: Tax Principal - Estate, Gift & Trust Job Responsibilities: - Strategic Tax Compliance and Oversight: - Lead the preparation and review of complex estate, gift, and trust tax returns (Forms 706, 709, and 1041) for high-net-worth individuals, families, and trusts. -...

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Posted On Jul 29, 26
Full-time 27 views Experience : 2-8 yrs required

Overview:A distinguished law firm located in Bloomfield Hills, MI, is expanding its team and seeking an experienced attorney with a focus on estate planning, business structuring, and transactional matters. The role offers the opportunity to manage a robust existing client...

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