Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Canby

18 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Oregon
  4. Canby
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 23, 26
Full-time 1 views Experience : 1-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
health insurance pleadings Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
health insurance pleadings Probate trusts

the position The law firm is seeking an experienced paralegal to provide essential support in probate and trust administration. The role requires a candidate who has substantial experience in paralegal work and can effectively manage the organization, care, and follow-through necessary...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 20, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate

Title: Estate Planning/Probate Attorney Job Responsibilities: The Estate Planning/Probate Attorney at the law firm is responsible for handling complex estate planning, probate, and litigation cases. The attorney will be expected to: - Draft legal documents with strong attention to detail....

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 11, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - General Government and Government Relations Intellectual Property - Litigation General Employment Law - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
commercial litigation eminent domain estates Intellectual Property Litigation LLC marketing Partnership trusts
Practice Area:
Corporate - General Government and Government Relations Intellectual Property - Litigation General Employment Law - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
commercial litigation eminent domain estates Intellectual Property Litigation LLC marketing Partnership trusts

effective case and transaction management. - Develop and execute... case and transaction strategies in coordination with the law firm partners. - Cultivate and expand client relationships and referral sources to enhance business development. - Mentor and supervise associates, contributing to...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 18, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Probate

Title: Paralegal or Legal Assistant Job Responsibilities: - Assist attorneys in various stages of legal proceedings, particularly in data entry and estate planning document preparation. - Print and prepare estate planning documents for signing appointments. - Act as a witness or notary public during...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 2 views
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance

Assistant – Business Practice Group Law firm is seeking an experienced, highly organized, and detail-oriented Legal Assistant to join our thriving Business Practice Group. This position provides administrative and legal support to attorneys and paralegals across a variety of matters, including...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 05, 26
Full-time 67 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills

work in a fast-paced environment and handle multiple tasks simultaneously. · Must have excellent time management skills and be able... to meet deadlines. · Must be proficient in Microsoft Office Suite and other relevant software programs....

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 31, 26
Full-time 1 views Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills

Title: Attorney - Estate Planning Job Responsibilities: - Advise clients on sophisticated estate, trust, and tax planning strategies. - Draft wills, trusts, powers of attorney, and related estate planning documents. - Handle probate and trust administration matters from start to finish. - Meet with clients...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve... Advisor teams focusing on wealth planning services for high-... worth clients. - Lead the wealth planning engagement process with... to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather... information, run...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 25, 26
Full-time 2 views Experience : 9-9 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Manager - IM Private Wealth Job Responsibilities: As a Tax Senior... advisory services to investment management clients. You will leverage... your prior experience to assist clients with effective analysis, solution development, and implementation of their tax objectives. Key responsibilities include: - Performing high-level...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 02, 26
Full-time 3 views Experience : 10-15 yrs required
Job Tags:
agreements articles of incorporation asset management charitable trust corporate contracts estates family finance Insurance special projects trusts
Job Tags:
agreements articles of incorporation asset management charitable trust corporate contracts estates family finance Insurance special projects trusts

with the primary oversight of the organization's Supporting Organization and Charitable Trust and Gift Annuity programs. Reporting to the Chief Financial & Operations Officer, the Director's key responsibilities include: - Managing asset management, governance, and legal compliance... for entities with tota...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 15, 26
Full-time 1 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced Estate Planning and Probate Attorney in Lake Oswego, OR. The ideal candidate will have over 10 years of experience in complex estate planning, probate, and litigation, with active membership in the Oregon Bar. A...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

Law Firm In-House Government Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend