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Special Needs Trust Jobs in Fort Mill

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United States
Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Northeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

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Posted On Sep 02, 26
Full-time 14 views Experience : 4-5 yrs required
Practice Area:
Finance - Structured Finance
Job Tags:
Capital Markets corporate trust finance structured finance
Practice Area:
Finance - Structured Finance
Job Tags:
Capital Markets corporate trust finance structured finance

Job Title: Finance Corporate Trust - Associate Job Responsibilities: The primary... for the Finance Corporate Trust Associate include engaging in... a broad range of capital markets transactions. The role places particular emphasis on structured finance, requiring the associate to manage and execute...

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Posted On Aug 18, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

areas of estate planning, trust and estate administration, and... attorney will support and represent clients in various legal proceedings, including trust and estate litigation, special... proceedings, and guardianships. The... role involves working independently to develop and manage a personal lega...

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Posted On Aug 18, 26
Full-time 8 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Job Title: Trust Administration Advisor Job Responsibilities: - Directly... various types of wealth trust accounts, including personal trusts,... special needs trusts, investment management,... custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial...

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Posted On Sep 05, 26
Full-time 2 views
Job Tags:
family Insurance LLC Software trusts
Job Tags:
family Insurance LLC Software trusts

Title: Office Services & Reception Specialist Job Responsibilities: - Serve as the first point of contact for clients, visitors, and employees, offering efficient, gracious, and professional customer service. - Greet, welcome, and direct visitors appropriately, ensuring a high standard of client service. - Send...

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Posted On Aug 17, 26
Full-time 6 views Experience : 3-5 yrs required
Job Tags:
child criminal Domestic Violence entertainment family finance fraud Harassment indemnity Insurance marketing Profit Sharing spouse
Job Tags:
child criminal Domestic Violence entertainment family finance fraud Harassment indemnity Insurance marketing Profit Sharing spouse

Title: Pitch and Proposal Specialist Job Description: The law firm is seeking a Pitch and Proposal Specialist to join its team. The ideal candidate will be a self-starter with the ability to work both independently and collaboratively. Strong communication skills and a...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
finance International Law partnerships
Job Tags:
finance International Law partnerships

Title: Sr. Client Accounts Specialist Job Responsibilities: - Collaborate with partners and clients to address past-due balances, developing strategies to encourage timely payment. - Manage a portfolio of client accounts, analyzing accounts receivable balances to ensure prompt invoice payments while maintaining accurate electronic...

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Posted On Sep 11, 26
Full-time Experience : Min 2 yrs required
Job Tags:
FLSA Privacy special projects
Job Tags:
FLSA Privacy special projects

adjusting time and disbursement entries, editing billing details, and applying prepayments and trust funds. The specialist will... generate, post, and distribute invoices to clients and attorneys in a timely and accurate manner. Maintaining and updating the law firm’s billing d...

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Posted On Aug 17, 26
Full-time 2 views Experience : 7-10 yrs required
Job Tags:
bodily injury children Disability Benefits Insurance insurance defense marketing Mediation renewals spouse underwriters
Job Tags:
bodily injury children Disability Benefits Insurance insurance defense marketing Mediation renewals spouse underwriters

Title: Senior Casualty Claims Specialist Job Responsibilities: - Manage a casualty claims portfolio involving significant bodily injury, property damage, and coverage issues. - Conduct coverage and exposure analysis, establish appropriate reserves, and identify severity issues early. - Communicate key developments promptly with management, underwriters,...

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Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills

Title: Experienced Paralegal Job Responsibilities: - Collect, analyze, and organize financial records of the decedent, including financial statements, corporate documents, ownership of assets, and estate, gift, and income tax returns. - Assist attorneys in drafting wills, revocable trusts with tax planning provisions, irrevocable...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Code of Conduct Commercial Contracts contracts family H-1B regulatory compliance
Job Tags:
Code of Conduct Commercial Contracts contracts family H-1B regulatory compliance

Title: Risk & Independence Contract Specialist Senior Manager - Advisory Consulting Services Job Responsibilities: - Lead initiatives in enterprise risk management, focusing on business continuity and risk model implementation. - Guide teams in identifying and mitigating risks to confirm that operations and core...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... analyses for the company's highest-net-worth clients, typically those with $25 million or more in assets. Provide expert consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Patent Agents/Technical Specialists - Hard Sciences
Job Tags:
Affirmative Action artificial intelligence Computer Science LLC
Practice Area:
Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Patent Agents/Technical Specialists - Hard Sciences
Job Tags:
Affirmative Action artificial intelligence Computer Science LLC

relationships and a comprehensive understanding of client goals, priorities, and needs. - Proactively anticipate client... needs, manage expectations, and offer... guidance on priorities, timelines, and potential challenges. - Serve as a trusted advisor, assisting clients in evaluating AI & An...

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Posted On Sep 06, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
authors emerging technologies International Law Software
Job Tags:
authors emerging technologies International Law Software

Title: Technology Training Specialist Job Responsibilities: The Technology Training Specialist plays a crucial role in promoting technology adoption and enhancing workforce capabilities within the law firm. Reporting to the Training Manager, the specialist is responsible for designing and delivering innovative learning experiences...

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Posted On Sep 08, 26
Full-time 1 views
Job Tags:
document review downstream electronic discovery Litigation Privacy Software upstream Water
Job Tags:
document review downstream electronic discovery Litigation Privacy Software upstream Water

Title: Manager, eDiscovery Project Management Job Responsibilities: - Independently manage complex eDiscovery and related forensic technology matters. - Coordinate with Subject Matter Experts (SME), Digital Forensics, eDiscovery Administration, Managed Document Review, and client stakeholders. - Lead day-to-day project strategy and execution. - Develop technology landscapes...

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Posted On Sep 07, 26
Full-time 35 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients on their overall balance...

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Posted On Aug 18, 26
Full-time 12 views Experience : 5-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

focusing on developing and deepening client relationships through needs-based, high-level client service. - Responsible... for delivering a full suite of wealth solutions to clients, including financial planning, investment, trust, mortgage, insurance services, and... more. - Acquire new clients through business development, le...

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Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

a specific market. - Provides integrated financial services advice including banking, credit, asset management, trust and estate planning, and... brokerage. - Manages overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Acts as a segment or industry specialist, of...

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Posted On Sep 11, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
equity Partnership stage
Job Tags:
equity Partnership stage

responsible for the creation, delivery, and ongoing enhancement of professional development programs for attorneys at all levels within the law firm. This includes junior associates, equity partners, of counsel, special counsel, and consultants. The... Director will collaborate with various stakeholder...

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Posted On Sep 11, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Financial Services - Defense Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
Bankruptcy Bankruptcy Litigation Breach of Contract commercial litigation commercial property commercial real estate contracts Creditor Remedies Financial Institutions financial services litigation Foreclosure fraud Insurance Intellectual Property International Law landlords lease Litigation mortgages Partnership Personal Property Secured lending Securities social security tenants trusts UCC Workouts
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Financial Services - Defense Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
Bankruptcy Bankruptcy Litigation Breach of Contract commercial litigation commercial property commercial real estate contracts Creditor Remedies Financial Institutions financial services litigation Foreclosure fraud Insurance Intellectual Property International Law landlords lease Litigation mortgages Partnership Personal Property Secured lending Securities social security tenants trusts UCC Workouts

commercial matters in federal and state courts across the United States. - Represent banks, master servicers, special servicers, CMBS trusts, insurance... companies, and other lenders in: - Workouts of non-performing commercial real estate loans - Forbearances and discounted...

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