Legal Wealth Management Jobs Jobs in Devon, PA

Legal Staff Paralegal in Berwyn, PA

Law Firm • **Members Only** Berwyn, PA

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Posted On Jul 30, 26

Full-time

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary... point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and participate in document...

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Legal Staff Legal Secretary in Wayne, PA

Law Firm • **Members Only** Wayne, PA

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Posted On Jun 30, 26

Full-time 4 views Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates fiduciary health insurance Insurance trusts wealth transfer

Title: Legal Administrative Assistant Job Responsibilities: As an experienced Legal Administrative Assistant at the law firm, you will be entrusted with a range of responsibilities that are crucial to the support of the estate planning attorneys within the department. Your key duties...

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Legal Staff Paralegal in Saint Davids, PA

Law Firm • **Members Only** Saint Davids, PA

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Posted On Aug 05, 26

Full-time 1 views

Practice Area:

Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General Litigation - Trusts & Estates Litigation - Commercial

Job Tags:

Business Law Family Law Litigation LLC pleadings Software

Title: Legal Assistant Job Responsibilities: - Draft, proofread, and format correspondence, pleadings, and legal documents. - Organize and maintain client files, both physical and electronic. - Communicate with clients, courts, and opposing counsel in a professional and friendly manner. - Support attorneys with case preparation...

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Data Privacy - Transactional Attorney / Corporate - Technology Transactions Attorney / Corporate - Asset/Investment Management Attorney / Corporate - M&A Attorney / Corporate - General Attorney / Corporate - Compliance Attorney / Corporate - Contract Law

In-House • **Members Only** King of Prussia, PA

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Posted On Jul 29, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation

Job Tags:

agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management

and risk issues affecting wealth technology businesses. - Engage in... contract review, negotiation, and drafting; counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Offer practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS products, AI in...

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Attorney in King of Prussia, PA

In-House • **Members Only** King of Prussia, PA

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Posted On Aug 14, 26

Full-time Experience : Min 10 yrs required

Job Tags:

family finance

Nonprofit industries in a high-impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills and possess industry-specific knowledge. - Excel in engagement management and operational excellence. - Assist... clients with meeting their tax and day-to-day compliance needs. - Res...

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Corporate - Asset/Investment Management Attorney / Corporate - General Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Aug 11, 26

Full-time 1 views Experience : Min 10 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - General

Job Tags:

ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title

in supporting the Personal Wealth business, specifically focusing on... the retail brokerage and wealth platform that serves over... nine million clients. The position requires the attorney to function as a strategic legal partner, sitting at the intersection of trading, investment...

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Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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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 marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Legal Staff Paralegal in East Norriton, PA

Law Firm • **Members Only** East Norriton, PA

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Posted On Jul 29, 26

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

Practice Area:

Trusts and Estates - General

Job Tags:

Estate Planning estates health insurance Insurance Software trusts

is expected to have a high degree of proficiency in managing estate-related tasks and should be able to work independently as well as in a team environment. Key responsibilities include: - Utilizing estate management software, with a preference... for those experien...

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Legal Staff Paralegal in Media, PA

Law Firm • **Members Only** Media, PA

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Posted On Aug 04, 26

Full-time 2 views Experience : 2-5 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning health insurance Litigation Media media law

Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal position at the law firm involves a variety of tasks essential for supporting the legal team, particularly in the areas of estate planning, estate administration, and estate litigation. The candidate will be responsible for: -...

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Legal Staff Paralegal in West Chester, PA

Law Firm • **Members Only** West Chester, PA

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Posted On Sep 01, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills

Title Legal Assistant Job Responsibilities - Assist attorneys by producing well-prepared and accurate documents. - Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce documents such as wills, trust agreements,...

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Legal Staff Paralegal in Blue Bell, PA

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 05, 26

Part-time 22 views Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning Probate Software title trusts Wills

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal will play a crucial role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of estate...

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Blue Bell, PA

Law Firm • **Members Only** Blue Bell, PA

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Posted On Aug 09, 26

Full-time 56 views Experience : 1-3 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Elder Law Estate and Trust Estate Planning estates family Genetics Guardianship Harassment hospitals Insurance Litigation Medicaid Probate trusts

Title: Experienced Estate & Elder Law Associate Attorney Experience: 3+ years practicing law in a law firm, 1+ years Estate Planning and Elder law experience preferred Location: Blue Bell, PA (hybrid, at least 3 days on site) Employment Type: Full-time...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 27, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Overseeing the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 25, 26

Full-time 8 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 25, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 03, 26

Full-time Experience : Min 2 yrs required

Job Tags:

Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to ensure compliance with tax laws. - Prepare and file accurate tax returns to assist businesses in meeting...

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Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

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Posted On Aug 13, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... specifically for asset and wealth management clients to ensure... they meet all regulatory requirements. - Oversee the preparation and filing of tax returns, ensuring full adherence to regulatory requirements and minimizing the...

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Trusts and Estates Attorney

Recruiter • **Members Only** Wayne, PA

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Posted On Aug 06, 26

Full-time Experience : 3-20 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Trusts and Estates Attorney in Wayne, PA. The ideal candidate will be a strategic advocate, guiding clients through estate planning, probate, and estate administration with clarity and authority. This role requires a client-focused approach and...

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