Wealth Transfer Jobs in Oklahoma City

Trust Officer II Responsibilities: Review and administer trusts in accordance with the document and governing statutes. Prepare new account openings and closings by reviewing the trust instrument and all necessary documents. Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance. Educate and build relationships with Mariner Wealth Advisors, their clients and... estate plann... 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Note: This job is no longer active.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

Trust Officer II Responsibilities: Review and administer trusts in accordance with the document and governing statutes. Prepare new account openings and closings by reviewing the trust instrument and all necessary documents. Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance. Educate and build relationships with 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Note: This job is no longer active.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

Estate Planning Legal Assistant/Paralegal The candidate will support to legal staff by utilizing previous experience in estate planning; manage client projects related to estate planning matters; plan and compile information required to prepare estate plans; preparation, review and execution of wills, trusts and related documents; and supervise funding of trusts and prepare asset transfer documents. Associate's degree and... 2+ years' prior experience or high school diploma and... 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

Estate Planning Legal Assistant/Paralegal The candidate will support to legal staff by utilizing previous experience in estate planning; manage client projects related to estate planning matters; plan and compile information required to prepare estate plans; preparation, review and execution of wills, trusts and related documents; and supervise funding of trusts and prepare asset transfer documents. Associate's degree and... 2+ years' prior experience or high school diploma and... 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

Legal Assistant Duties: Production of legal documents – trusts, powers of attorney, advance directives, contracts, partnership and LLC agreements, purchase and sale agreements, and other business-related documents. Review client’s asset information and create appropriate documents to transfer asset ownership or create... beneficiary designations. Review estate plan with clients during Phone Final, including following up on missing asset information and confirming final appointm... 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

are looking for a Legal Assistant to join our team. The successful candidate will have three to five years of estate planning and/or business transactions experience. ## Job Description We are seeking a Legal Assistant to join our team and handle, manage, and oversee our engagements after the attorney has retained the client. The successful candidate will have the opportunity to contribute to making a lasting impression of the firm's image and cementing the relations... 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

are dedicated to helping our clients achieve their goals in a timely, efficient and cost-effective manner. We strive to provide the highest quality of professional service to our clients. We understand that our clients’ success is dependent upon our ability to provide the best legal and financial advice in a professional and timely manner. Our team consists of experienced attorneys and financial advisors who have the knowledge and expertise to provide comprehensive s... 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

Financial Services Tax - Seasonal Manager The candidate will proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Will be involved in the financial management of clients. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Contribute to the development of own and team’s technical acumen. Develop strategies to solve complex technical chall... 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

Estate Planning Legal Assistant The candidate will support legal staff by utilizing previous experience in the estate planning. Responsibilities will include: Manage client projects related to estate planning matters. Plan and compile information required to prepare estate plan. Preparation, review and execution of wills, trusts and related documents. Supervise funding of trusts and prepare asset transfer documents. Should have Associate's... degree and 2+ year's prior experien... 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

Estate Planning Legal Assistant The candidate will support legal staff. Manage client projects related to estate planning matters. Plan and compile information required to prepare estate plan. Preparation, review and execution of wills, trusts and related documents. Supervise funding of trusts and prepare asset transfer documents.... 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