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Fiduciary Jobs in Brentwood

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United States
Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Insurance Securities trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Insurance Securities trusts Wills

Title Legal Assistant Job Responsibilities - Coordinate workflow within the Estate Planning Review Department by organizing and reviewing estate planning documents, and preparing summaries for attorney and reviewer evaluation. - Serve as a key point of contact for internal client...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client

Title: Private Client Services Associate Job Responsibilities: The Private Client Services Associate will be responsible for providing comprehensive legal services in the realm of estate planning. Key duties include: - Engaging in gift and estate tax planning to optimize clients' financial legacy. - Handling...

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Posted On Aug 12, 26
Full-time 1 views Experience : 5-15 yrs required
Job Tags:
banking conservator equity fiduciary finance guardian
Job Tags:
banking conservator equity fiduciary finance guardian

Position: Senior Fiduciary Officer Job Responsibilities: The Senior Fiduciary... Officer is responsible for... subject matter expert for fiduciary activities and providing direct... supervision to assigned trust administration staff. The officer will administer an assigned book of trust business and ensure customer satisfaction....

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy and Advice: - Engage with ultra-high-net-worth (UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. - Review, interpret, and summarize complex estate planning documents such as irrevocable trusts,...

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Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

Title: Advisor, CFP Job Responsibilities: - Conduct In-depth Financial Analysis: Perform thorough analyses of clients' financial situations, including tax implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies: Collaborate with the Investment Team to develop and recommend investment strategies tailored...

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Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

engagements involving significant family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. - Serve as the... primary relationship lead during estate settlement engagements, providing guidance to beneficiaries, family members, co-fiduciaries, attorneys, accountants, and other professional advisors. - Develop and main...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management... clients. - Maintain a client-centric focus and a desire to exceed client expectations. - Manage high-net-worth clients and their families and multigenerational relationships. - Develop...

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Posted On Sep 22, 26
Full-time 3 views Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

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Posted On Aug 24, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title

Administrative Paralegal Job Responsibilities: - Provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals within the department. - Prepare mailings to clients for documents that need to be signed. - Coordinate the in-office execution of documents with clients...

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Posted On Aug 02, 26
Full-time 3 views
Practice Area:
Probate
Job Tags:
contracts Corporate Law Employment Law Estate Planning family health insurance Insurance Probate
Practice Area:
Probate
Job Tags:
contracts Corporate Law Employment Law Estate Planning family health insurance Insurance Probate

Title: Associate Attorney & Supervising Attorney Job Responsibilities: - Manage incoming and return calls in a timely manner, ensuring professional and efficient communication with clients. - Identify and assess clients' legal issues, documenting their concerns accurately. - Review documents and contracts thoroughly to ensure...

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Posted On Sep 08, 26
Full-time Experience : 8-10 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

Title: Senior Trusts & Estates Tax Paralegal Job Category: Paralegals Job Responsibilities: - Responsible for a full range of estate administration matters, providing assistance to the Firm’s attorneys in administering estates, funding post-death irrevocable trusts, and preparing documents. - Prepare probate and file estate-related...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estate tax estates fiduciary gift tax pleadings Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
estate tax estates fiduciary gift tax pleadings Probate Software trusts Wills

Title: Corporate Services Paralegal Job Responsibilities: The Corporate Services Paralegal at the law firm supports attorneys across various legal processes, particularly focusing on trusts and estates. The role involves: - Assisting attorneys in drafting and reviewing legal documents such as powers of attorney...

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Posted On Jul 28, 26
Full-time 1 views Experience : Max 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family fiduciary private client wealth transfer

Title: Private Client Associate Job Responsibilities: The Private Client Associate will be responsible for assisting in the Private Client practice group, focusing on estate planning and wealth transfer strategies. Key duties include: - Engagement in estate and trust administration - Gift and estate tax...

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Posted On Sep 22, 26
Full-time 57 views Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estate tax estates Probate trusts

Information: Salary range for this position is $85,000-$125,000, based on experience and qualifications. Job Title: Trusts & Estates Attorney Experience Information: 2-6 years of experience in trusts and estates law Department: Trusts &...

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Posted On Sep 22, 26
Full-time 29 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts

Information: The salary for this position will be determined based on the candidate's experience and qualifications. This is a full-time position with benefits including health insurance, vacation time, and sick leave. Job Title: Executive Assistant/Paralegal at Law Firm...

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Posted On Sep 02, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Private Client Services Associate with a minimum of two years of estate planning experience to join their practice group in Clayton, MO. The ideal candidate will demonstrate a strong interest in family, financial, business, and...

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