Retirement Planning Jobs in South Pasadena

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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...

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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...

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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...

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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...

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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...

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

qualified status under applicable retirement plans in compliance with... the Employee Retirement Income Security Act (ERISA)... and clients' pension plan documents. - Communicate effectively with plan participants, alternate payees, attorneys, and clients regarding proposed DROs and the Qualified Domestic Relations Orders...

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

Expert - Turbotax Store Duties: The candidate will serve customers both in-person and virtually using the company's TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving...

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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...

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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...

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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...

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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...

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Posted On Aug 16, 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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