Special Needs Trust Jobs in West Lake Hills

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Posted On Jul 30, 26
Full-time 1 views

the estate planning process. Key responsibilities include: - Conducting Will and Trust signing appointments directly with... clients, ensuring all required documents are notarized (with assistance provided for notary certification if necessary). - Guiding clients through their estate planning documents in a c...

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Full-time 7 views Experience : Min 2 yrs required

Title: Accounting Service Desk Specialist Job Responsibilities: The Accounting Service Desk Specialist is responsible for managing and resolving accounting and billing inquiries from billers, attorneys, and clients. Key responsibilities include: - Inquiry Management: Assessing, resolving, or referring accounting and billing inquiries promptly...

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Full-time 7 views Experience : Min 2 yrs required

Title: Billing Specialist Job Responsibilities: The Billing Specialist at the law firm is responsible for managing all aspects of the monthly billing cycle. Key responsibilities include: - Coordinating the monthly client billing process. - Reviewing and editing monthly proformas as directed by the Billing...

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Posted On Aug 17, 26
Full-time 12 views Experience : 3-5 yrs required

Title: Pitch and Proposal Specialist Job Responsibilities: The Pitch and Proposal Specialist at the law firm plays a vital role in supporting the firm's business development and client growth objectives. This position involves managing and coordinating the development of compelling, client-focused proposals,...

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Posted On Jul 29, 26
Full-time 1 views

Estate Administration, Asset Protection, Special Needs Planning, and Elder... Law. - Assist clients in planning confidently for their future and support them through difficult life transitions. - Approach every client interaction with compassion, professionalism, and respect. - Work collaboratively within the team to...

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Posted On Jul 29, 26
Full-time 2 views Experience : Max 5 yrs required

Estate Administration, Asset Protection, Special Needs Planning, and Elder... Law. - Assist clients in planning confidently for their future and guide them through challenging life transitions. - Provide compassionate, professional, and respectful client interactions. - Collaborate with team members in a supportive and...

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Posted On Aug 03, 26
Full-time Experience : Min 6 yrs required

Job Title: Associate Estate Trust Officer - Associate Fiduciary... Responsibilities: The Associate Estate Trust Officer - Associate Fiduciary... Key responsibilities include: - Analyzing trust and estate documents, implementing... client estate plans, and ensuring client accounts are managed in accordance with sound...

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Posted On Aug 13, 26
Full-time 2 views Experience : Min 2 yrs required

the Job We are seeking a detail-oriented paralegal to join our litigation and guardianship team, supporting one of our attorneys who carries a busy caseload of client meetings, mediations, and court appearances. You'll be trusted to run point independently on day-to-day...

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Posted On Aug 21, 26
Full-time Experience : Min 7 yrs required

formats, rates, and contact details. - Review engagement letters to ensure billing compliance and configure systems accordingly. - Set up and manage special billing arrangements, rates, and... disbursements. - Apply trust/retainer funds at the time... of billing as needed. - Submit e-bills, rates, budge...

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Full-time 2 views Experience : Min 1 yrs required

Title: IP Paralegal Assistant Job Responsibilities: The IP Paralegal Assistant is tasked with supporting attorneys and paralegals in a broad spectrum of Patent and Trademark activities within a busy intellectual property (IP) practice. Key responsibilities include: - Assisting in the preparation, docketing, electronic...

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Posted On Sep 10, 26
Full-time 3 views Experience : 3-5 yrs required

for assigned attorneys, including delegation of specific tasks, follow-up, and quality control. - Anticipate the needs of attorneys, manage priorities,... and resolve administrative challenges with minimal supervision. - Track ongoing projects to ensure deadlines and deliverables are met; monitor milestones; update statu...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Legal Assistant Job Responsibilities: - Provide comprehensive administrative support to attorneys in the Wealth Preservation and Estate Planning practice. - Serve as a primary point of contact for clients and provide responsive, professional, and confidential client service. - Manage a high volume of...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Practice Development Specialist Job Responsibilities: - Collaborate with the Real Estate marketing team, practice leadership, attorneys, and marketing colleagues to develop and execute strategic marketing and business development initiatives for the Global Real Estate Department. - Support business development plans aligned with...

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Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Legal Content Policy & Standards Specialist Job Responsibilities: - Act as a thought leader for legal content removal issues by identifying and analyzing content moderation trends and key policy and regulatory issues affecting the Internet in the Americas regions. - Lead discussions...

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Full-time 4 views Experience : Min 5 yrs required

Title People and Culture Specialist III Job Responsibilities The People & Culture Specialist III at the law firm is responsible for leading day-to-day employee relations, leave, and accommodation activities for the firm’s multi-state workforce. The specialist acts as a primary partner to managers,...

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Posted On Sep 08, 26
Full-time

Title:** Manager, eDiscovery Project Management **Job Responsibilities:** The Manager for the Forensic Technology – Project Management Team is tasked with independently managing complex eDiscovery and related forensic technology matters. This role involves coordinating with Subject Matter Experts (SMEs), Digital Forensics, eDiscovery Administration,...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 3 yrs required

Title Executive Assistant Job Responsibilities The Executive Assistant at the law firm is tasked with a broad range of responsibilities primarily focused on supporting the Leadership Team. This role requires exceptional organizational skills, discretion, and strong communication abilities. Key responsibilities include: - Executive Support:...

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Posted On Oct 01, 26
Full-time Experience : Min 3 yrs required

and legal technology within existing workflows. - Support the design, rollout, and scaling of AI-enabled workflows that align with attorney needs and firm priorities. - Engage... directly with attorneys to understand adoption challenges, gather feedback, and recommend practical solutions to enhance utilizatio...

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Posted On Sep 21, 26
Full-time 26 views Experience : 5-8 yrs required

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client retention...

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Posted On Sep 01, 26
Full-time 21 views Experience : Min 3 yrs required

with assisting on large projects, which necessitates strong technical skills. Key responsibilities include: - Performing tax consulting, which involves conducting tax research and collaborating with clients on tax-related matters. - Planning and executing special projects. - Managing the compliance... function for clients, includ...

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