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Wealth Management Jobs in Mineola

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United States
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...

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Posted On Jul 07, 26
Part-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts

Title: Part-Time Legal Assistant / Paralegal Job Responsibilities: - Draft, revise, proofread, format, and prepare various legal documents, including correspondence, contracts, closing documents, estate planning documents, pleadings, discovery materials, and other legal documents from audio files, templates, forms, and attorney instructions. - Answer...

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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...

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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...

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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...

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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...

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

Tax Manager - Private Wealth Job Responsibilities: - Serve as a... particularly within the private wealth sector. - Work closely with... firm leadership to serve clients and contribute to business growth, directly impacting the firm’s success. - Coach and mentor a group of talented...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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

Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting...

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Posted On Sep 18, 26
Full-time 1 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......

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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...

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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...

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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...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager, you will play a crucial role in guiding clients through the complexities of tax planning, compliance, and strategy...

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Posted On Jul 17, 26
Full-time 76 views Experience : 7-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

Overview: A law firm is seeking an experienced Estate Administration Trusts and Estates Attorney to join their team in Mineola, NY. The ideal candidate will possess extensive trusts and estates administration expertise and a solid understanding of business and...

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