Asset Management Legal Counsel Jobs in Wisconsin

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

Instructor, Certified Financial Planning The candidate wil be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

Job Overview: A law firm is seeking an experienced Estate Planning Attorney in Milwaukee, Wisconsin, to handle sophisticated estate and wealth planning matters. This hybrid role involves advising individuals, families, and ..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

Instructor, Certified Financial Planning The candidate wil be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

... regarding their duties, timelines, and legal obligations.Communicate regularly with clients to ... reviewing and understanding financial and asset information.Proficiency with Microsoft Office and ... information.Proficiency with Microsoft Office and..

... ahead of deadlines. Ensuring all legal work is completed efficiently, accurately, ... the work of paralegals and legal assistants. Discuss estate planning with ... giving, and insurance. Help solve..

Legal Assistant and Office Manager The ... communications. Office Organization and File Management. Maintain organization of physical and ... Draft correspondence to clients, opposing counsel, and governmental agencies. Prepare postage,..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

Legal Assistant The candidate will be responsible for: greeting and assisting clients, answering multi-line telephones, assisting attorneys on all phases of legal matters, drafting legal documents, pleadings and correspondence, organizing and ..

Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..

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 ..

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: ..

Legal Administrative Assistant The candidate will ... referrals. Work independently in the management of attorney caseload, within specified ... guidelines including the preparation of legal documents (i.e., complaints, warrants, search..

Tax Services Senior Manager - International Tax The candidate will be heavily involved at all stages of the project life cycle. Building strategic and trusting relationships with business leaders by thinking ..

Paralegal/Legal Assistant The candidate will prepare ... Assistant The candidate will prepare legal papers and correspondence, such as ... estate planning. Document preparation utilizing legal terminology, transcription and typing, office..

... leasing, zoning, land use, and asset management.DutiesAssist in commercial real estate transactions.Support ... and land use matters.Participate in asset management activities.RequirementsMinimum of 3 years of ... analytical and problem-solving..

... functional units including underwriting, portfolio management, loan and equity production, asset management, and real estate services. Prepare ... commercial real estate investment analysis, asset management, portfolio management or other..

Job OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of ..

Tax Senior Associate - Asset Management Responsibilities: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies. Participate in tax research projects ..

Tax Manager - Asset Management Duties: Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients: Be a valued business advisor, focusing ..

Job OverviewA law firm seeks a detail-oriented estate planning attorney with 1-3 years of relevant experience to join its Madison, WI office as a Special Counsel. This full-time position involves supporting ..