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Fiduciary Jobs in Jersey City

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United States
Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

Posted On Aug 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

and Officers Liability (D&O), Fiduciary Liability, and Crime claims... for private and non-profit businesses according to Claim Guidelines. - Analyze, investigate, negotiate, and resolve claims of varying severity within authority limits. - Select, direct, and manage defense counsel, including...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior in the Individual Tax Services – High Net Worth group at the company, the candidate will be responsible for a variety of tasks...

Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage... businesses. - Interpretation and application of fiduciary principles and duties. -... Advising on advisory and brokerage service models and rela...

Posted On Aug 11, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
artificial intelligence asbestos estates family fiduciary Insurance Litigation Medicare personal injury Probate trusts Wills Wrongful Death
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
artificial intelligence asbestos estates family fiduciary Insurance Litigation Medicare personal injury Probate trusts Wills Wrongful Death

Title: Asbestos Estates Attorney Job Responsibilities: The Asbestos Estates Attorney is tasked with managing all legal and administrative estate matters related to personal injury, wrongful death, asbestos, and settlement cases involving deceased clients, claimants, beneficiaries, or distributees. This role involves a combination...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, Operations, and other stakeholders to ensure effective trust administration. - Collaborate with the Market Trust Director, Trust Officers,...

Posted On Sep 05, 26
Full-time 45 views Experience : 5-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax Human Rights Law insurance coverage pension Privacy private client Probate Software title trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust estate tax estates fiduciary Financial Institutions gift tax Human Rights Law insurance coverage pension Privacy private client Probate Software title trusts

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: New York OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...

Posted On Jun 23, 26
Full-time 10 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
criminal Domestic Violence Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Immigration Litigation private client Probate spectrum Taxation trusts wealth transfer

Title: Private Clients Attorney (International Estate Planning) Job Responsibilities: - Advising high-net-worth and ultra-high-net-worth individuals, families, and family offices on sophisticated estate, gift, generation-skipping transfer tax, and wealth preservation planning strategies, with a strong emphasis on international tax and cross-border...

Posted On Jul 14, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
Estate Planning estates family fiduciary gift tax limited liability companies Litigation partnerships private client Probate Taxation trusts wealth transfer Wills

Title: Associate - Trusts & Estates / Private Client Practice Job Responsibilities: - Advising high-net-worth individuals, multigenerational families, family offices, fiduciaries, and closely held business owners on estate, gift, GST, income tax, and succession planning matters. - Drafting legal documents including wills, revocable...

Posted On Aug 11, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
artists Estate and Trust Estate Planning estates fiduciary Financial Institutions Probate revocable trust Software trusts Wills

Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare initial drafts of wills, revocable trusts, powers of attorney, health care documents, amendments, assignments, certifications of trust, and related documents using drafting software. - Review estate-planning questionnaires, asset information, beneficiary designations, and existing documents...

Posted On Sep 08, 26
Full-time 3 views Experience : Min 10 yrs required 1 applications
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills
Practice Area:
Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning estates fiduciary Insurance Taxation trusts wealth transfer Wills

transfer planning. - Handle complex trust and estate administration matters. - Counsel clients regarding federal and state estate, gift, income, and fiduciary tax issues. - Work... closely with attorneys throughout the law firm on tax, trust, and estate planning aspec...

Posted On Aug 27, 26
Full-time 11 views Experience : Min 15 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Closely Held Corporations Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax International Law partnerships Paternity Personal Property pleadings Probate special projects title trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Closely Held Corporations Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax International Law partnerships Paternity Personal Property pleadings Probate special projects title trusts Wills

and gift tax (709) returns, asset spreadsheets, and probate pleadings - Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings - Prepare allocation of assets to beneficiaries and/or respective sub-trust - Prepare required fiduciary...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

Posted On Jun 19, 26
Full-time 18 views Experience : 3-5 yrs required 1 applications
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills

Title: Trust & Estates Attorney Job Responsibilities: - Draft comprehensive estate planning documents ranging from simple wills to complex multi-generational trusts. - Create customized trust agreements, including revocable living trusts, irrevocable life insurance trusts, grantor retained annuity trusts, and charitable remainder trusts. - Develop...

Posted On Jun 19, 26
Full-time 17 views Experience : 7-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Asset Protection Bankruptcy commercial litigation Construction Law document review Estate Planning estates finance gift tax Insurance Living Trusts Probate spectrum trusts Wills

Title: Trust and Estates Attorney Job Responsibilities: - Draft comprehensive estate planning documents across a wide range of complexity, including simple wills and intricate multi-generational trusts. - Create customized trust agreements, such as revocable living trusts, irrevocable life insurance trusts, grantor retained annuity...

Posted On Jun 19, 26
Full-time 11 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
equity Estate Planning estates family fiduciary fiduciary litigation Insurance Profit Sharing Transportation trusts wealth transfer

Title: Non-Equity Partner, Trusts & Estates Job Responsibilities: Leadership Responsibilities: - Practice Management & Development: - Assist the Practice Lead in expanding the Trusts & Estates practice. - Develop junior and mid-level associates. - Establish efficient workflows and quality control measures for document...

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