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Research & Regulatory Compliance Associate Duties: Assist consultants in servicing clients, including taking ownership and responsibility for client responsibilities assigned. Compliance testing, compliance administration, Code of Ethics compliance, SEC exams, regulatory ..
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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 ..
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 ..
Administrative Clerk/accounting Assistant Duties: Provide Accounts Receivable and Accounts Payable processing assistance as directed by the Controller or other administrative staff. Be the public face of the law firm via front ..
Payroll Analyst The candidate assists with preparation of the annual payroll budget and serves as accounting liaison to specific cost departments for budget-related analyses. Coordinate work assignments for Firm's payroll staff. ..
Senior Banking and Finance Associate The candidate should have 5 years of experience. General commercial finance experience is required, including commercial real estate lending, asset-based lending, dealer finance, and sponsor/acquisition finance. ..
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, ..
Part-time Legal Assistant Duties: Be responsible for the legal and administrative duties practicing mainly in the areas of corporate, business, banking, and real estate law. Performs transcription, composes, and types routine ..
2021 Graduate Summer Internship Program –Wealth Management & Investment Services – Legal Services Duties: Get hands-on experience solving business needs. Support communities where we live and work. Learn how to apply ..
Legal Assistant Duties: Be responsible for the legal and administrative duties practicing mainly in the areas of corporate, business, banking, and real estate law. Performs transcription, composes, and types routine correspondences, ..
Cash Receipts Accounting Assistant The candidate will serve as an information resource for all offices relating to cash inquiries, training, and operations. Together with the team, apply cash to invoices or ..
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. ..
Legal Administrative Assistant (Mortgage Compensation - Entry Level) The candidate will review, processes, gathers and assigns requests that come into the LO Comp email group. Assigns and escalates to the appropriate ..
Paralegal Duties: The candidate will manage contract intake requests for the GBS Legal team through the contract workflow tool. Assist with day-to-day activities as needed to support the GBS Legal team, ..
Paralegal/Regulatory Administrator The candidate will handle preparation of regulatory filings required under federal securities laws, including registration statements on Forms N-1A and proxy statements on Schedule 14A or Form N-14, using ..
Financial Institutions Legal Executive Assistant The candidate will lead the management and administration of a large volume of time-sensitive communications. Maintain attorney business development contact lists through the firm’s CRM. Consistently ..
Accounting Manager The candidate will ensure proper procedure of firm’s accounting protocol. Bank/account reconciliation. Work and communicate with the shareholders, branch office partners, firm administrator, and comptroller regarding all financial aspects ..
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. ..
Litigation Paralegal The candidate will draft pleadings, motions and appellate documents and file them with the Court. Perform administrative duties (calendar hearings and deadlines, organize case files, etc.). Organize exhibits, documents, ..
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 ..