Asset Management Jobs in Souderton

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United States
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...

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Posted On Sep 25, 26
Full-time 1 views

Overview We are a small but growing law firm seeking a highly organized, detail-oriented Administrative Coordinator / Legal Assistant or Paralegal to support both client work and internal firm operations. This role is ideal for someone who enjoys bringing organization to...

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Full-time 2 views Experience : 4-6 yrs required

Title: Corporate Associate Job Responsibilities: The Corporate Associate will engage in substantive, client-facing work primarily involving mid-market mergers and acquisitions (M&A) and venture capital transactions with deal values ranging from $25 million to $500 million. The role involves significant exposure to sophisticated...

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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...

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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...

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Posted On Aug 05, 26
Part-time 22 views Experience : 3-5 yrs required

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...

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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...

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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....

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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,...

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

Title: AVP, Sr. Counsel, Broker-Dealer and Investment Advisor Job Responsibilities: - Provide strategic legal counsel, regulatory guidance, and practical business support for distribution-related activities across the company. - Partner with Legal, Compliance, Operations, Enterprise Brand, Advertising and Marketing, Enterprise Producer Solutions Operations, and...

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Posted On Aug 05, 26
Full-time 2 views

Title: Legal Assistant Job Responsibilities: - Draft, proofread, and format correspondence, pleadings, and legal documents. - Organize and maintain client files, both physical and electronic. - Communicate with clients, courts, and opposing counsel in a professional and friendly manner. - Support attorneys with case preparation...

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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...

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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...

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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...

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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...

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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,...

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Posted On Aug 06, 26
Full-time 1 views Experience : 3-20 yrs required

OverviewA law firm seeks a sharp and compassionate Trusts and Estates Attorney in Doylestown, PA. The ideal candidate thrives in a client-focused environment and is passionate about helping individuals and families protect their assets through strategic estate planning, probate, and...

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