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Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..
Trust Accountant The candidate is responsible for a variety of routine trust accounting and trust operational activities, including reconciliation of customer accounts and processing activities per standard procedures required in a ..
Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..
Legal Assistant The candidate's responsibilities include: Transferring assets and changing beneficiaries to a trust; High client contact; Work closely with financial institutions; Document processing requiring great attention to detail and accuracy; ..
Job Overview: A well-established, full-service law firm in Sheboygan, Wisconsin is seeking an Associate Attorney to join its transactional practice group. The role focuses on estate planning, probate, real estate, and ..
Associate Counsel - Wealth Management The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and ..
Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..
Guardianship Program and Benefit Coordinator Duties: Provides programmatic and administrative support for program staff, which may include preparing correspondence, client address changes, copying, faxing, and overall organization and upkeep of Department. ..
Paralegal/Legal Assistant The candidate will prepare legal papers and correspondence, such as summons, complaints, motions, and subpoenas in the areas of civil litigation, real estate, banking, probate, guardianship and estate planning. ..
Oregon office of our client seeks a senior estate planning associate attorney with 5+ years of estate planning experience, including planning for taxable estates. The candidate will be assuming full responsibility ..
Senior Banking and Finance Associate The candidate should have ... years of experience. General commercial finance experience is required, including commercial ... including commercial real estate lending, asset-based lending, dealer..
Legal Assistant and Office Manager The candidate will support two attorneys and one paralegal, and will be responsible for managing file organization, client mailings and communications. Office Organization and File Management. ..
Collections Support Specialist Duties: Perform routine administrative duties, including handling incoming mail to the Collections department; preparing late/overdrawn and miscellaneous collection notices; maintaining collection logs and preparing documents for bankruptcy, repossession, ..
A law firm in Brookfield, WI, is seeking a Senior Estate Planning Associate Attorney to handle a demanding caseload related to estate planning, estate administration, and probate matters. The ideal candidate ..