Wealth Management Jobs in Paramus

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United States
Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required

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...

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Posted On Sep 10, 26
Full-time Experience : 1-3 yrs required

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...

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Posted On Aug 25, 26
Full-time

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...

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Posted On Aug 16, 26
Full-time 1 views Experience : 3-5 yrs required

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...

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Posted On Aug 19, 26
Full-time 11 views Experience : Min 10 yrs required

- 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...

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Posted On Aug 30, 26
Full-time 1 views

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...

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Posted On Aug 04, 26
Full-time Experience : Min 2 yrs required

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...

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Posted On Aug 20, 26
Full-time Experience : 2-4 yrs required

Services - Tax - Wealth and Asset Management -... Tax Compliance within the Wealth & Asset Management practice,... you will be responsible for managing and implementing tax compliance strategies. Your role will involve providing essential support for tax provision, direct...

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Posted On Aug 20, 26
Full-time 1 views Experience : 4-6 yrs required

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice, the primary responsibilities include managing and implementing tax compliance strategies for clients such as hedge funds, private...

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Posted On Jul 03, 26
Full-time 1 views Experience : 1-3 yrs required

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...

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Posted On Jul 07, 26
Full-time Experience : 1-3 yrs required

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...

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Posted On Jul 07, 26
Full-time Experience : 1-3 yrs required

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...

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Posted On Aug 12, 26
Full-time Experience : 1-3 yrs required

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...

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Posted On Aug 12, 26
Full-time Experience : 1-3 yrs required

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...

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Full-time 1 views Experience : Min 5 yrs required

and online/mobile banking, cash management products, and payment services. -... Monitor and analyze legal and regulatory developments impacting the business and consumer deposits and payments business in the United States. - Provide expert legal advice to business divisions on legal frameworks, issues,...

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Full-time 1 views Experience : Min 5 yrs required

in the areas of business and consumer deposits, retail and online/mobile banking, cash management products, and payment services.... The responsibilities include: - Acting as the primary contact for legal and regulatory matters related to business and consumer deposits and payment s...

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Posted On Aug 20, 26
Full-time Experience : 2-4 yrs required

Services - Tax - Wealth and Asset Management -... Senior Job Responsibilities: - Implement and optimize tax compliance and reporting processes that align with business strategies to increase efficiency. - Support the development of governance and compliance frameworks. - Provide tax compliance and reporting...

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Posted On Jul 27, 26
Full-time 148 views Experience : 2-10 yrs required 2 applications

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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