Wealth Transfer Jobs in Woonsocket

Senior Legal Counsel Duties: Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be working... with broker-dealer suitability regulations and Investment Advisors Act rules, including fiduciary considerations; and FI... 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Note: This job is no longer active.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

Senior Legal Counsel Duties: Support the expanding personal investments businesses of Personal and Workplace Investing arm. Support business initiatives, projects and processes designed to serve the needs of retail brokerage and investment advisory. Will be diverse, but are expected to focus on support of financial and investment guidance, advisory and planning programs, across the full spectrum of retail customers through and including private wealth management. Will be w...... 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Note: This job is no longer active.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

Administrator/ Probate Paralegal The candidate will assist with all aspects of the administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to col... 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 Consulting (GCC) is the only professional firm that works full time to find openings and make placements for General Counsel and in-house counsel. By working only for in-house counsel over the years, we have developed exclusive resources for advancing your legal career. Private Client Advisor II The candidate will serve as client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and extern... 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 Settlement Assistant II The candidate provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Responsible for... accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust Web and PACE transactions. Coordinate with internal partners as directe... 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 Settlement Assistant II The candidate will provide administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Tr... 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

Fiduciary Officer Duties: Primary responsibility for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts within company's risk profile. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems 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 Settlement Assistant II- Providence Duties: Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including... 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 Settlement Assistant II Duties: Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust Web... 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 Settlement Assistant II Duties: Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust Web an... 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