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Wealth Management Jobs in Montvale

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United States
Posted On Aug 16, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
trusts
Practice Area:
Trusts and Estates - General
Job Tags:
trusts

Title: Associate Attorney Job Responsibilities: - The Associate Attorney will be responsible for providing legal support and representation to clients of the law firm. - Duties include conducting legal research, drafting legal documents, and providing advice on a wide range of legal...

Posted On Aug 19, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

- Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs,... IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709). - Interpret and apply federal, state, and local...

Posted On Jul 03, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, prepare them for signatures, include necessary attachments, and notarize documents if needed after execution by the appropriate corporate personnel. - Correct or recreate documents received from various financial institutions or...

Posted On Jul 07, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, process and prepare them for signature, including required attachments, and notarize them if needed once executed by the appropriate corporate personnel. - Correct or recreate documents received from various financial...

Posted On Jul 07, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, ensuring they are processed and prepared for signature, including necessary attachments. Notarize documents once executed by appropriate corporate personnel. - Correct and/or recreate documents received from various financial institutions and/or...

Posted On Aug 12, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Review all incoming documents related to legacies, process them for signature, include necessary attachments, and notarize them once executed by the appropriate corporate personnel. - Correct and recreate documents received from various financial institutions or Commands. - Make...

Posted On Aug 12, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates Financial Institutions Insurance pension Social Services trusts

Title: Document Specialist Job Responsibilities: - Complete and prepare documents for signatures by authorized signatories and appropriate corporate personnel of the reputed firm. - Regularly review financial statements received from various financial institutions. - Review all incoming documents related to legacies, process and prepare...

Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

managing fiduciary and investment management accounts for high-net-worth clients,... and business development of complex investment management and trust accounts. The... role requires collaboration with team members to ensure trust product awareness and education for clients, associates, and Centers of Influ...

Posted On Sep 10, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software
Practice Area:
Litigation - Commercial Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
civil litigation commercial litigation document review Family Law health insurance Litigation pleadings Software

correspondence in both English and Spanish. - Conduct legal research using platforms such as Westlaw and LexisNexis to support litigation strategies. - Manage case files through MyCase and other document management systems, ensuring confidentiality and... organization. - Interview clients, witnesses, and other sta...

Posted On Aug 25, 26
Full-time
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
asbestos depositions federal government I-9 Litigation social security Software
Practice Area:
Probate Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
asbestos depositions federal government I-9 Litigation social security Software

Title: Legal Assistant/Paralegal Job Responsibilities: - Assist attorneys in gathering and organizing information necessary for the preparation of complaints and interrogatories. - Prepare and manage deposition notices, schedule depositions, and coordinate with both court reporting services and opposing counsel. - Maintain regular communication with...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
General Practice - Transactional & Litigation Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements Bankruptcy Litigation commercial litigation consumer protection depositions estates family fiduciary Insurance Litigation Partnership pleadings Probate probate litigation securities litigation trusts trusts and estates litigation
Practice Area:
General Practice - Transactional & Litigation Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
agreements Bankruptcy Litigation commercial litigation consumer protection depositions estates family fiduciary Insurance Litigation Partnership pleadings Probate probate litigation securities litigation trusts trusts and estates litigation

Title Commercial and Trusts & Estates Litigation Attorney Job Responsibilities - Conduct in-depth legal research and analysis to support litigation matters, including commercial disputes and trusts & estates litigation such as will contests, fiduciary disputes, accounting proceedings, and probate litigation. - Draft and prepare...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040) including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family... tax strategy. - Develop and implement advanced tax planning str...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight... Group, Tax Services, and Operations, to address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

Posted On Jul 14, 26
Full-time 6 views Experience : Min 4 yrs required
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning
Practice Area:
Litigation - General (consumer) Litigation - Labor & Employment Litigation - Appellate Litigation - Commercial General Practice - Transactional & Litigation Municipal Law - Litigation - Defense Litigation - Trusts & Estates - Defense Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Education - Districts, School Boards, Teachers Education - Special Needs Estate & Tax Planning Probate Employment Law - General Education - General Trusts and Estates - General
Job Tags:
appeals Collective Bargaining contracts Education Law Employment Law Estate Planning estates general litigation Insurance Labor and Employment Labor Law Labor Relations Land Use Litigation municipal law school districts trusts zoning

Title: Associate Attorneys (Multiple Positions) Job Responsibilities: - General Litigation Associate: Responsible for all aspects of litigation from discovery through appeals. - Labor & Employment Law Associate: Involves working on arbitrations, collective bargaining negotiations, advising on labor and employment-related statutes, and handling related...

Posted On Jul 07, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
brokers health insurance Insurance Wills Wrongful Death
Practice Area:
Probate Trusts and Estates - General
Job Tags:
brokers health insurance Insurance Wills Wrongful Death

Title: Legal Secretary Job Responsibilities: - Support attorneys with wrongful death compromise matters from Surrogate’s Court filing through final distribution. - Review and organize case files, including accident reports, medical records, creditor information, and related court matters. - Prepare and assemble exhibits for court...

Posted On Aug 30, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship
Practice Area:
Guardianship and Conservatorship Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship

Title: Contract Legal Assistant Job Responsibilities: The Contract Legal Assistant will provide essential on-site support to attorneys at the law firm. The primary responsibilities include: - Preparing and organizing legal documents to ensure accuracy and compliance with legal standards. - Maintaining and updating client...

Posted On Aug 04, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Software Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning health insurance Insurance Software Wills

the Position We are seeking an experienced, detail-oriented Estate Planning Paralegal to join our growing law firm. The ideal candidate will have a strong background in estate planning, exceptional organizational skills, and the ability to manage multiple matters while providing outstanding...

Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Vice President, Legal and Compliance Division - Capital Markets and Private Markets Job Responsibilities: The Vice President in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the company. The attorney will focus...

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Posted On Jul 27, 26
Full-time 148 views Experience : 2-10 yrs required 2 applications
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General
Practice Area:
Real Estate - General Litigation - General (consumer) Estate & Tax Planning Trusts and Estates - General

will assist in the management of paralegal staff and... the ability to work alongside other attorneys. Will have direct client contact, document drafting, addressing tax issues, and Trust & Estate Administration. Must have experience with personal finance, and basic tax,...

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