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Wealth Management Jobs in Oregon

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United States
Posted On Sep 09, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Corporate - General Corporate - Contract Law Corporate - M&A Trusts and Estates - General
Job Tags:
agreements Business Law Commercial Law Conservatorship Employment Law entity formation Estate Planning Family Law Financial Institutions Guardianship health insurance Insurance Intellectual Property Litigation organizational documents partnerships Probate special projects Taxation title trusts Wills

Title: Legal Assistant, Paralegal, and Project Assistant** **Job Responsibilities:** **Legal Assistant Responsibilities:** - Prepare, proofread, revise, and finalize correspondence, legal documents, engagement letters, and client communications. - Manage attorney calendars, deadlines, appointments, and task lists. - Coordinate client meetings, conference calls, and document signings. - Monitor...

Posted On Sep 09, 26
Full-time 2 views
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance
Practice Area:
Corporate - General Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Commercial) Trusts and Estates - General
Job Tags:
entity formation health insurance Insurance

Assistant – Business Practice Group Law firm is seeking an experienced, highly organized, and detail-oriented Legal Assistant to join our thriving Business Practice Group. This position provides administrative and legal support to attorneys and paralegals across a variety of matters, including...

Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning health insurance Insurance Probate Software
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
document review Estate Planning health insurance Insurance Probate Software

client information, and performing conflict of interest checks. - Provide support to attorneys and paralegals for overflow work and large projects as needed. - Assist attorneys with case management tasks, including filing, data... entry, and maintaining electronic and physical files in compl...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Family Law health insurance Insurance Media professional liability shareholders
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Family Law health insurance Insurance Media professional liability shareholders

research, writing, and detail management for estate planning cases. -... Prepare and adjudicate cases independently and in collaboration with partners. - Meet with clients to build rapport, establish trust, and maintain case control. - Actively participate as a team member in a dynamic,...

Posted On Aug 20, 26
Full-time Experience : 3-10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Probate trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Probate trusts wealth transfer Wills

on estate planning and wealth transfer strategies. This includes... the preparation of wills, trusts, powers of attorney, advance directives, estate tax planning, trust administration, and probate matters. The candidate must possess the ability to manage matters independently and collaborate effectively...

Posted On Aug 24, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state...

Posted On Aug 11, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Corporate - General Government and Government Relations Intellectual Property - Litigation General Employment Law - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
commercial litigation eminent domain estates Intellectual Property Litigation LLC marketing Partnership trusts
Practice Area:
Corporate - General Government and Government Relations Intellectual Property - Litigation General Employment Law - General Litigation - Commercial Litigation - Real Estate - Defense Trusts and Estates - General
Job Tags:
commercial litigation eminent domain estates Intellectual Property Litigation LLC marketing Partnership trusts

effective case and transaction management. - Develop and execute... case and transaction strategies in coordination with the law firm partners. - Cultivate and expand client relationships and referral sources to enhance business development. - Mentor and supervise associates, contributing to...

Posted On Aug 05, 26
Full-time 67 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers equity Estate Planning estate tax Family Law gift tax Insurance Probate trusts Wills

work in a fast-paced environment and handle multiple tasks simultaneously. · Must have excellent time management skills and be able... to meet deadlines. · Must be proficient in Microsoft Office Suite and other relevant software programs....

Posted On Jul 27, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Insurance Probate

Planning/Probate Legal Assistant Job Title: Estate Planning/Probate Legal Assistant Job Responsibilities: The Estate Planning/Probate Legal Assistant is expected to support the legal team in a variety of tasks crucial for the smooth functioning of the law firm's operations related to estate planning and probate....

Posted On Jul 31, 26
Full-time 1 views Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate trusts Wills

Title: Attorney - Estate Planning Job Responsibilities: - Advise clients on sophisticated estate, trust, and tax planning strategies. - Draft wills, trusts, powers of attorney, and related estate planning documents. - Handle probate and trust administration matters from start to finish. - Meet with clients...

Posted On Jul 27, 26
Full-time Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance LLC Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance LLC Probate trusts Wills

Title: Probate/Estate Planning Associate Attorney Job Responsibilities: The Probate/Estate Planning Associate Attorney at the law firm is responsible for handling a range of legal matters primarily related to probate and estate planning. The key responsibilities include: - Managing cases involving wills, trusts, probate,...

Posted On Jul 20, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance Litigation Probate

Title: Estate Planning/Probate Attorney Job Responsibilities: The Estate Planning/Probate Attorney at the law firm is responsible for handling complex estate planning, probate, and litigation cases. The attorney will be expected to: - Draft legal documents with strong attention to detail....

Posted On Jul 09, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Estate Planning health insurance Insurance Software trusts Wills
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Estate Planning health insurance Insurance Software trusts Wills

in estate planning. The responsibilities encompass a variety of tasks aimed at ensuring efficient document management and client interaction. Under... the supervision of estate planning attorneys, the legal assistant/paralegal will perform the following duties: - Document Creation and Management: The...

Posted On Jul 03, 26
Full-time 4 views
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
Estate Planning family Family Law Mediation restructuring
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
Estate Planning family Family Law Mediation restructuring

Summary We are seeking an organized, detail-oriented, and compassionate Legal Assistant to join our legal team at the law firm. In this role, you will provide critical support to our attorneys specializing in Family Law and Estate Planning. You will handle...

Posted On Jun 23, 26
Full-time 6 views Experience : 4-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills

Title: Paralegal Job Responsibilities: - Partner with settlement counsel to administer trusts and estates from inception through final distribution. - Serve as a primary point of contact for Trustees, beneficiaries, family members, CPAs, financial advisors, and other professionals involved in the administration process. -...

Posted On Jun 19, 26
Full-time 16 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning family Family Law health insurance Insurance LLC Mediation Partnership trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning family Family Law health insurance Insurance LLC Mediation Partnership trusts Wills

Title: Experienced Estate Planning Paralegal Job Responsibilities: - Communicate directly with clients to navigate the complexities of their estate planning needs, ensuring all necessary family and financial information is accurately gathered and organized. - Draft complex estate planning documents, including wills, trusts, powers...

Posted On Jul 09, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
criminal family growth equity Insurance Investment Banking Privacy private equity Profit Sharing social security stage
Job Tags:
criminal family growth equity Insurance Investment Banking Privacy private equity Profit Sharing social security stage

Title: Assistant Director of HK Deal Flow Job Responsibilities: The Assistant Director of HK Deal Flow is responsible for leading the sourcing of investment opportunities for clients, prospective clients, and friends of the law firm. The role involves cultivating relationships with capital...

Posted On Jul 02, 26
Full-time 3 views Experience : 10-15 yrs required
Job Tags:
agreements articles of incorporation asset management charitable trust corporate contracts estates family finance Insurance special projects trusts
Job Tags:
agreements articles of incorporation asset management charitable trust corporate contracts estates family finance Insurance special projects trusts

with the primary oversight of the organization's Supporting Organization and Charitable Trust and Gift Annuity programs. Reporting to the Chief Financial & Operations Officer, the Director's key responsibilities include: - Managing asset management, governance, and legal compliance... for entities with tota...

Posted On Jul 15, 26
Full-time 1 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced Estate Planning and Probate Attorney in Lake Oswego, OR. The ideal candidate will have over 10 years of experience in complex estate planning, probate, and litigation, with active membership in the Oregon Bar. A...

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