Fiduciary Duty Jobs in Decatur

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United States
Full-time 5195 views Experience : Min 10 yrs required 9 applications

Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...

Full-time 9 views Experience : 5-7 yrs required

Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will support the Taxation and Wealth Planning Department at a law firm. The primary responsibilities include advising high-net-worth individuals on complex wealth transfer and estate planning matters. The associate will...

Posted On Aug 19, 26
Full-time 1 views

Title: Paralegal Job Responsibilities: - Prepare, proof, and edit all Probate Court pleadings and discovery based on client-provided information. - Regularly communicate with clients via letter, email, phone, and in-person regarding the status of their matters, additional information needed, and the next steps. -...

Full-time Experience : 2-6 yrs required

Title: Estate Planning Professional Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management team members to review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for changes and additions based...

Full-time 3 views Experience : Min 9 yrs required

Title: Associate General Counsel - Mergers & Acquisitions Job Responsibilities: The Associate General Counsel - Mergers & Acquisitions at the company is tasked with overseeing the legal dimensions of the entire transaction lifecycle. This includes activities from the initial structuring and term...

Full-time 1 views Experience : Min 6 yrs required

Title Sr. Technical Claim Manager/Attorney-D&O/EPL (hybrid) Job Responsibilities - Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously, and economically. - Assess coverage issues on claims and issue appropriate coverage letters/documentation in the required timeframe. -...

Full-time Experience : 1-7 yrs required

Title: Litigation Associate Attorney Job Responsibilities: - Defend condo and coop boards in connection with inter-building disputes relating to property damage and allegations of breaches of building governance and fiduciary duty. - Manage all phases... of litigation, including drafting and reviewing pleadings. - Conduct...

Full-time 1 views Experience : 3-5 yrs required

Description: Associate, Attorney The Associate Attorney plays a crucial role in supporting the law firm's expanding litigation practice through legal research, strategic analysis, drafting, and case management. This position focuses on dispute-driven matters within the law firm's probate litigation and business...

Posted On Aug 18, 26
Full-time 5 views Experience : 10-10 yrs required

Responsibilities: - Administer and provide fiduciary advice and oversight for... accounts. - Manage a portfolio of accounts with varying complexity and asset size. - Understand and interpret legal and fiduciary documents to deliver fiduciary... advice directly to clients... or client teams. - Partner wi...

Full-time 5 views Experience : 3-6 yrs required

Title: Employee Benefits & Executive Compensation Associate Job Responsibilities: The Employee Benefits & Executive Compensation Associate will be responsible for supporting client teams on a variety of matters related to employee benefits and executive compensation. Key duties include: - Designing and administering tax-qualified...

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

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

Full-time Experience : Min 8 yrs required

Title: Senior Trial Attorney Job Responsibilities: - Independently demonstrate trial advocacy skills as lead counsel or part of a team, ensuring efficiency, proactive case management, work ethic, and quality work product in accordance with Nationwide Trial Division (NTD) guidelines, as well as...

Posted On Jul 08, 26
Full-time

Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, you will work closely with experienced attorneys in handling probate, guardianship, conservatorship, and estate administration matters. Your responsibilities will grow as you gain experience, and you will receive comprehensive...

Full-time 10 views Experience : 6-10 yrs required

Financial Institutions E&O, EPL, Fiduciary, and Crime/Fidelity claims. - Handle... claims in accordance with Claim Handling Best Practices in all phases, including initial contact, investigation, evaluation for coverage and reserving for exposure, and resolution and documentation. - Provide excellent customer service in...

Posted On Jul 09, 26
Full-time 2 views Experience : 3-20 yrs required

OverviewA law firm seeks a skilled estate planning and business law attorney with strong tax knowledge in Atlanta, GA. This role offers the opportunity to handle complex, high-value matters with sophisticated clients, in a culture that prioritizes professional growth and...

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