Retirement Planning Jobs in Basking Ridge

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 8 yrs required

Title Managing Counsel, AI Privacy Job Responsibilities As the Managing Counsel, AI Privacy at the company, you will play a crucial role in supporting the Embedded Finance business by advising on privacy-by-design, responsible data use, and scalable compliance across various...

Posted On Jul 08, 26
Full-time 4 views Experience : Min 5 yrs required

Title Operational Process Support Manager Job Responsibilities Operational Strategy & Process Optimization Design, implement, and improve standardized litigation staffing processes across offices and regions. Identify workflow inefficiencies, gaps, and risks; develop scalable solutions. Develop best practices, SOPs, and guidance to support consistent staffing decisions, workload balancing,...

Full-time 1 views Experience : Min 3 yrs required

clients with peace of mind regarding their estate and elder law needs. The primary responsibilities include: - Drafting planning instruments such as Wills,... Trusts, Powers of Attorney, Health Care Directives, and beneficiary designations. Advising clients on tax and Medicaid implications...

Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required

matters related to estate planning, administration, Medicaid applications, litigation,... and other aspects of estate and elder law practice. Key duties include: - Utilizing templates to draft legal documents such as deeds, powers of attorney, healthcare directives, wills, and trust instruments. - Drafting...

Posted On Jun 18, 26
Full-time 28 views

Title: Case Manager Job Responsibilities: The Case Manager is responsible for a variety of critical tasks within the Securities Litigation department. Key responsibilities include: - Document retrieval and review: Efficiently accessing and examining pertinent documents necessary for case management. - Factual investigation and analysis:...

Posted On Jun 21, 26
Full-time 10 views Experience : Min 10 yrs required

Title Associate Director, Finance Legal Entity Responsible US + Canada Job Responsibilities - Oversee accurate and timely financial close processes, including Balance Sheet and Profit & Loss reviews, in collaboration with Regional Controlling and Shared Service teams. - Ensure compliance with US and Canadian...

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

Associate - TurboTax Store The candidate play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. Serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide...

Full-time 2 views Experience : Min 5 yrs required

Title: Claims Manager Job Responsibilities: The Claims Manager is tasked with overseeing the effective management of executive and employment liability claims and litigation matters for the organization. This role encompasses managing claims related to the organization's medical centers, subsidiaries, affiliates, employees, patients,...

Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required

Title: Office Manager Job Responsibilities: Human Resources & Administrative Management - Partner with Human Resources on employee relations matters, performance management, promotions, performance improvement plans, and terminations. - Manage the full-cycle recruiting process for assigned business professional positions, including sourcing, interviewing, hiring, and onboarding. -...

Full-time Experience : Min 3 yrs required

Responsibilities: - Draft sophisticated estate planning documents. - Develop and implement... for tax and estate planning with minimal supervision. - Administer... tax returns and tax planning. - Maintain substantial direct contact... with clients and other professionals. - Conduct research relating to complex and innovative tax...

Full-time 28 views Experience : 3-5 yrs required

Title: Commercial Real Estate Finance Midlevel Associate Job Responsibilities: - Drafting loan documents for commercial real estate lending transactions. - Conducting and managing due diligence reviews to ensure compliance and accuracy in real estate finance matters. - Reviewing opinion letters and other third-party documents...

Posted On Aug 26, 26
Full-time 13 views Experience : Min 10 yrs required

Title: Senior Counsel - Health & Life Sciences Legal Job Responsibilities: As a Senior Counsel on the Health and Life Sciences Legal and Compliance Team, the primary focus will be on addressing medical device regulatory issues, particularly those intersecting with regulatory law...

Posted On Sep 09, 26
Full-time 2 views

Title Legal Assistant Job Responsibilities The Legal Assistant provides essential administrative and clerical support to attorneys and paralegals, ensuring the efficient operation of the law firm. Key responsibilities include: - Document Preparation: Drafting, proofreading, and editing legal documents, correspondence, pleadings, and motions. -...

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

the realm of estate planning and administration, business succession... planning, and probate litigation. The... candidate is expected to: - Assume significant responsibility in handling cases and client matters. - Work independently while also engaging in a collaborative environment with senior...

Full-time 7 views Experience : Min 3 yrs required

Title: PIP Attorney Job Responsibilities: - Handle litigation and other legal assignments in accordance with guidelines established by the department. - Manage a high-volume caseload of Personal Injury Protection (PIP) matters in both Forthright Arbitration Forum and Superior Court. - Oversee cases from inception...

Posted On Sep 07, 26
Full-time 43 views Experience : Min 9 yrs required

Deliver the firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...

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