Trusts Jobs in Wendell

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Posted On Sep 29, 26
Full-time Experience : Min 5 yrs required

& Estates Paralegal Job Title: Trust & Estates Paralegal Job Responsibilities: - Assist attorneys with all aspects of estate and trust administration. - Prepare probate pleadings, notices, inventories, accountings, receipts, and other court filings. - Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and...

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Full-time 23 views Experience : 3-5 yrs required

Title: Estate Planning or Elder Law Attorney Job Responsibilities: The Estate Planning or Elder Law Attorney is responsible for providing expert legal services in the areas of estate planning, trust and estate administration, and elder law. The attorney will be expected to: -...

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Posted On Aug 19, 26
Full-time 1 views Experience : Min 2 yrs required

Assistant Position Introduction Are you as detail-oriented as you are collaborative? As generous as you are willing to learn? Most importantly, are you ready to join a hard-working legal professional with an exceptional workplace culture? If you answered "yes" to all of...

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Full-time Experience : 3-7 yrs required

long-term care planning options based on their individual circumstances. - Prepare and review wills, trusts, powers of attorney, advance... directives, and related legal documents. - Evaluate clients’ family and financial circumstances, identify planning needs, and explain available options in clear, practical t...

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Full-time

Title: Intake Attorney — Estate Planning & Probate Administration Job Responsibilities: - Conduct initial consultations with prospective clients to understand their goals, circumstances, and needs related to estate planning or probate administration. - Evaluate whether prospective matters align with the law firm’s services...

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Posted On Sep 27, 26
Full-time Experience : Min 5 yrs required

Overview Law firm is a dedicated and growing national law firm committed to providing exceptional legal support, fostering a collaborative team environment, and delivering outstanding client service. The firm specializes in high-volume legal practice areas and is seeking motivated professionals to...

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Full-time 1 views Experience : Min 4 yrs required

Title Estate Planning and Administration Attorney Job Responsibilities The attorney will be responsible for providing guidance on probate administration, planning, and estate law matters, assisting families and individuals in navigating complex legal processes. Key responsibilities include: - Direct, hands-on client...

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Full-time 1 views Experience : Min 5 yrs required

Title Estate Planning and Administration Attorney Job Responsibilities The role of the Estate Planning and Administration Attorney encompasses a variety of responsibilities aimed at providing comprehensive legal services in the realm of estate planning and administration. The key responsibilities include:...

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Posted On Jul 20, 26
Full-time 3 views Experience : 1-3 yrs required

Title Legal Assistant Job Responsibilities - Support attorneys with day-to-day tasks, including preparing and organizing legal documents and maintaining case files. - Coordinate court filings and manage calendars, including scheduling client meetings and court appearances. - Handle phone calls, emails,...

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Posted On Aug 19, 26
Full-time 5 views Experience : Min 1 yrs required

Title: Trust Administrator Job Responsibilities: The Trust Administrator is responsible for overseeing and reconciling all transactions related to money received and processed through client trust accounts at the law firm. This role ensures that all transactions are handled according to the established...

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Posted On Sep 21, 26
Full-time 5 views Experience : 10-10 yrs required

trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well as legal and...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 10 yrs required

Title: Trust Administration Team Director Job Responsibilities: The Trust Administration Team Director reports to the Fiduciary Director and is tasked with leading and executing the daily operations of Trust Administration, New Business Engagement Risk Oversight, Compliance, and Client Delivery commitments. Key responsibilities...

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Full-time 13 views Experience : Min 2 yrs required

Title Accounting Service Desk Specialist Job Responsibilities The Accounting Service Desk Specialist plays a critical role in supporting the firm's strategic initiatives by managing and resolving accounting and billing inquiries from billers, attorneys, and clients. Key responsibilities include: - Inquiry...

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Posted On Sep 29, 26
Full-time Experience : 4-6 yrs required

Title: Office Administrator Job Responsibilities: Position Summary: The Office Administrator is responsible for the business administration of the office and may assume responsibility for additional offices and/or practice groups as appropriate. This includes overseeing all support functions and coordination. The Office Administrator is...

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Full-time 38 views Experience : Min 10 yrs required

Partner/Senior Counsel - **Members Only.** Job ID: 1800 Position: Partner or Senior Counsel Practice Area: Litigation Open Date: Monday, January 6, 2025 Job Function: Legal Job Description: - Seeking a...

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Posted On Sep 07, 26
Full-time 32 views Experience : Min 7 yrs required

for individuals and related trusts. - Continuously expand knowledge in... individual, gift, trust, and estate tax planning and consulting, as well as overall professional development. - Develop and sustain excellent client relationships to the level of becoming a trusted advisor. - Identify issues...

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Posted On Sep 14, 26
Full-time 7 views

Title: . Private Bank - Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Posted On Aug 18, 26
Full-time 3 views Experience : 1-12 yrs required

law firm seeks a Trusts and Estates Associate in... a regional office. The ideal candidate will have two to six years of experience in sophisticated estate planning and estate/trust comprehensive estate planning complex federal estate and gift...

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