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Wealth Transfer Jobs in Fairport

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United States
Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software

boutique law firm specializing in Estate Planning, Estate Administration, and Elder Law is seeking a motivated, organized, and detail-oriented Estate Administration Paralegal. The firm is client-focused and offers an excellent opportunity for a paralegal to work closely with attorneys and...

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Posted On Sep 02, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estate tax estates fiduciary pleadings Probate Software trusts

& Estate Paralegal Job Title: Trust & Estate Paralegal Job Responsibilities: - Assisting with all phases of estate and trust administration. - Preparing pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings. - Monitoring and maintaining the administration of assigned estates and...

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Posted On Aug 15, 26
Full-time 1 views Experience : 1-4 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
ADA Estate and Trust Estate Planning estate tax estates federal government fiduciary Harassment I-9 Insurance Probate Software trusts Wills

Title:** Paralegal, Trust & Estates **Job Responsibilities:** The Trust & Estates Paralegal is responsible for managing all aspects of estate and trust administration processes. This includes substantial client interaction and collaboration with the department’s attorneys. Key duties involve: - Securing documents related to the...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Financial Institutions health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Financial Institutions health insurance Insurance Probate Software trusts Wills

Summary We are a client-focused general practice law firm dedicated to providing compassionate, detail-driven services. Our team values professionalism, empathy, and precision. We are seeking an experienced Estates Paralegal who thrives both working independently and in a collaborative environment and who...

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Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

  • ✅ LawCrossing has monitored employer hiring for 25+ years
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Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduciary r... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Will manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduci... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Private Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals,... business owners, and families. Will focus is new sales revenue through client acquisition and expansion of existing clients. Work through the Relationship Manager, assess client's current financial situa... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates Attorney The ideal candidate should have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement planning... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Seeking an Attorney with 10+ years trust and estate experience. The candidate must have familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Experience with fiduciary taxation is critical and financial and retirement planning is a plus.... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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