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Wealth Management Jobs in Crown Point

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United States
Posted On Aug 04, 26
Full-time Experience : 1-2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law creditors Elder Law Estate Planning estates Financial Institutions Government Insurance LLC pleadings Probate Software title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law creditors Elder Law Estate Planning estates Financial Institutions Government Insurance LLC pleadings Probate Software title

us Law firm is a boutique firm practicing probate, elder law, and estate planning and administration in Indiana and Illinois. Job Title Probate Paralegal Job Responsibilities The Probate Paralegal is responsible for assisting attorneys with the administration of decedents' estates, guardianships, and related probate matters...

Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

  • ✅ LawCrossing has monitored employer hiring for 25+ years
  • ✅ Archived jobs include the original post date for transparency
  • ✅ Over 50% of LawCrossing job seekers find success this way

Wealth Management Specialist Responsibilities: Provides... direct administrative support to Trust Officers with the daily work flow in maintaining account relationships with agency, trust, retirement plan services, guardian and estate accounts. Works closely with the Trust Officer on prospective and current clients, being knowledgeable to handle questions when the Trust Officer is unavailable. Processes transactions to include collection of critical documents, collection of ass... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management Officer II Duties:... Responsible for more than 100 private client and institutional client accounts with Asset size of area managed greater than 50 million. Meet with clients and prospects for the purpose of identifying their financial goals and demonstrating the benefits of using Wealth Management services in order... to achieve those goals. Profile clients and provide advice on a broad range of financial issues including comprehensive financial planning. Be ab... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Paralegal The candidate will work under the supervision of the attorney and will provide typical Paralegal/Legal Assistant services. Will serve in preparing, retaining, and organizing correspondence, legal documents, agreements, pleadings, discovery and electronic data both electronically and in paper filing. Have ability to efficiently and accurately operate personal computer utilizing Microsoft office, Adobe, Pacer/ECF and MyCase Case Management Software.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Legal Secretary/Assistant The candidate must have working knowledge of Word, Excel, Outlook, Power Point, My Case case management software. Experience with Estate... Planning and Business Litigation preferred. Should have 2 years of experience.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Legal Secretary The candidate will work under the supervision of the attorney and will provide typical Paralegal/Legal Assistant services. Will serve in preparing, retaining, and organizing correspondence, legal documents, agreements, pleadings, discovery and electronic data both electronically and in paper filing. Have ability to efficiently and accurately operate personal computer utilizing Microsoft office, Adobe, Pacer/ECF and MyCase Case Management Software.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Probate Paralegal/legal Assistant Part-time The candidate will assist attorneys in all aspects of probate. Duties range from case preparation, opening and closing estates and guardianships, file management to client communication, drafting... routine documents, collection of relevant information, and trial preparation. Draft routine correspondence and communicate with the various parties involved in a probate. Draft routine legal documents in regards to probate. Applicants must... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Wealth Management TC Senior Fiduciary... Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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