Retirement Planning Jobs in Alhambra

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United States
Posted On Jul 16, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: - Assist in litigation and trust administration matters within the practice areas of Trusts, Estates, Real Estate, and Business Entities. - Maintain proficiency in computer and internet applications, specifically Microsoft applications including Excel spreadsheets, NetDocuments, PracticeMaster/Tabs3, and WealthDocx. - Exhibit...

Full-time 3 views Experience : Min 5 yrs required

Overview Law firm has an opening for a Senior Trust Administration Attorney, targeting experienced attorneys in trust and estate law who are eager to assume a leadership role with a credible path to partnership. The role involves managing and overseeing the...

Full-time 3 views Experience : 2-5 yrs required

Title: Assistant City Attorney II Job Responsibilities: Under the general direction of the City Attorney, the Assistant City Attorney II is responsible for providing comprehensive legal services on behalf of the organization, including handling complex transactional legal work and litigation. The role...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 6 yrs required

medical, dental, vision, and retirement plans Paid time... off and parental leave Professional development opportunities and tuition reimbursement Employee discounts and wellness programs Private Banker - Vice President or Executive Director - . Private...

Posted On Jul 21, 26
Contract, Full-time 1 views Experience : Min 3 yrs required

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

Full-time 5 views Experience : Max 20 yrs required

Title: Assistant City Attorney I Job Responsibilities: Under general direction, the Assistant City Attorney I provides comprehensive legal services on behalf of the organization. This role involves advising organization staff and elected and appointed officials in all areas of municipal law. Key...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required

Associate - TurboTax Store The candidate will leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage...

Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects to convert them into long-term clients through proactive outreach. - Lead local events supported...

Posted On Jul 03, 26
Full-time 2 views Experience : 1-3 yrs required

Job Title Estate Planning/Probate Paralegal Job Responsibilities The Estate Planning/Probate... Paralegal will play a... Assisting attorneys with estate planning, trust, and probate issues. -... Conducting basic legal research under appropriate attorney supervision. - Managing client intakes and facilitating communication between attorneys and clients. - Engaging with...

Full-time 9 views Experience : Min 2 yrs required

Job Type Full-time, Temporary Job Title Estate Planning Attorney Job Responsibilities The role of... the Estate Planning Attorney at the organization... effective estate plans tailored to their needs. The key responsibilities include: - Collaborating with clients to understand their estate planning goals and objectives. - Conducting... thoroug...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required

Director, Office of Gift Planning Job Responsibilities: Gift Planning Fundraising and... professional in charitable gift planning, working with prospects and... real estate, business interests, retirement accounts, donor-advised funds, life... insurance policies, etc. - Develop, create, write, implement, and evaluate individualized solicitation plans and...

Posted On Sep 20, 26
Full-time 4 views Experience : Min 5 yrs required

Title: Paralegal – Trust & Estate Job Responsibilities: - Coordinate probate court filings and recordings, including research and familiarity with local rules. - Assist in Estate and Trust litigation matters, including document management and preparing pleadings for filing and service, including Exhibits. - Assist...

Posted On Sep 14, 26
Full-time 5 views Experience : 3-5 yrs required

and participate in strategy planning. - Provide statistical reporting... for weekly hiring partner meetings. - Summer Program: - Oversee Santa Monica and Los Angeles summer programs. - Plan events and allocate work assignments. - Coordinate work evaluations and process final reviews....

Posted On Aug 07, 26
Full-time 20 views Experience : 2-17 yrs required

and families in all aspects of their estate and tax planning, as well as experience... with trust and probate administration. This position is based in Pasadena, , draft, and implement comprehensive estate clients on estate and tax planning strategie...

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