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Wealth Management Jobs in Fresh Meadows

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United States
Posted On Aug 05, 26
Full-time 2 views Experience : 6-2 yrs required
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software

calls appropriately and taking detailed messages. - Manage legal case files and documents using document management systems. - Assist with legal... drafting, proofreading, and document review. - Support attorney with project management tasks. - Organize and maintain... files. - Coordinate appointments, meetings, and court fili...

Posted On Sep 14, 26
Full-time 29 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation

estate administration, and guardianships. - Assist senior attorneys with a focus on estate litigation and related legal matters. - Engage in commercial litigation arising from estate disputes. - Provide support for Surrogate’s Court filings, litigation preparation, and case management. - Participate in litigation t......

Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

Posted On Sep 21, 26
Full-time 64 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills

the Position Our established boutique law firm is dedicated to assisting clients in growing their businesses, safeguarding their assets, and planning for the future. We are currently seeking an organized and dependable Legal Assistant to join our team, specifically to support...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

Posted On Aug 06, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts

& Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise,... train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. - Develop, implement, and maintain office systems, procedures, and best...

Posted On Aug 11, 26
Full-time Experience : Min 23 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills

planning, probate, estate administration, trust administration, and contested Surrogate’s Court matters. The firm is seeking a motivated and capable associate attorney who is prepared to develop deep expertise in this area while contributing meaningfully to client service and case management...

Posted On Sep 14, 26
Full-time 37 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management Advisor H1... Heading: Join Our Team as...

Posted On Sep 06, 26
Full-time 8 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills

to Wills, Trusts, and Power of Attorney forms. - Assist in estate funding and ensure proper management of all related documentation. -... Communicate effectively with various types of clients, providing them with clear and concise information. - Utilize strong analytical and problem-solving...

Posted On Sep 06, 26
Full-time 14 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

law firm by utilizing excellent time management and organizational skills. Education... and Experience Information: - Ideal candidates should have significant work experience in estate planning. - An . in Estate Planning will be considered in lieu of work experience. Sala...

Posted On Aug 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts

estates, ensuring the effective management of clients' estate planning... needs. - Estate and Gift Taxes: The role involves handling matters related to estate and gift taxes, ensuring compliance with relevant laws and regulations. - Drafting Trusts: The attorney will draft various types...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer

Counsel Trust & Estates (Planning/Administration) Overview: A premier Long Island law firm is seeking an experienced Trusts & Estates Attorney to join its nationally recognized Trusts & Estates practice group. The ideal candidate will have a minimum of 10 years’ experience in...

Posted On Sep 20, 26
Full-time 1 views Experience : 1-8 yrs required
Practice Area:
Litigation - Mediation Litigation - Trusts & Estates - Defense Probate Trusts and Estates - General
Practice Area:
Litigation - Mediation Litigation - Trusts & Estates - Defense Probate Trusts and Estates - General

OverviewA law firm seeks an Estate Litigation Associate in Lake Success, New York. This role involves supporting and expanding the estate litigation practice, offering hands-on training, mentorship, and significant client interaction. The associate will work closely with senior attorneys to...

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