Wealth Transfer Jobs in Sebastian

Planning and Probate Legal Assistant The candidate will be assisting in preparation and editing Last Will & Testaments. Transmitting draft documents to clients for review, scheduling appointments to sign, greeting Will clients for final review and witness signings. Scanning completed documents to file, copying and compiling document packages for client. Initiating a Probate case file and gathering the requisite documents. Working directly with Probate 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Note: This job is no longer active.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

Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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Note: This job is no longer active.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

Probate & Trust Administration Paralegal The candidate will be responsible for large case load of guardianship, probate, and trust administration cases. Draft all correspondence and documents necessary in the guardianship, probate, and trust administration process. Track and calendar necessary deadlines. Prepare annual guardianship reports. Prepare guardianship, probate, and trust inventories and accountings. Maintain attorney calendars; includes scheduling 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

Planning, Probate and Trust Administration Paralegal The candidate will prepare all legal and estate planning and related documents. Will prepare probate documents including petitions, orders, reports, distribution documents, and accountings. Prepare deeds, assignment documents, and ownership and beneficiary change forms. Draft wills and codicils. Assist in the administration of Irrevocable Life Insurance Trusts. Prepare and file pleadings for modifications of trusts.... 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

Paralegal The candidate will preparation of probate or administration proceeding papers, collect and valuation of assets, and maintain estate asset lists with the date of death values, payment of debts, and bequests. Corresponding with clients - heavy client contact. Monitoring deadlines of key dates. Maintaining estate administration files and having a complete set of correspondence, memos, and administrative documents utilizing our practice management software. Ass... 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

Title: Tax Manager - Ultra High Net Worth Experience: Minimum 5 years in public accounting with emphasis on taxation Location: Global (various office locations available) Company: RSM Department: Ultra High Net Worth Multi-Generational Families Full-time position H1: Join Our Team as a Tax Manager for Ultra High Net Worth Clients H2: Empower Your Career with RSM - Responsible for providing tax services to ultra high net worth clients, including wea... 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