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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 ..
Senior Banking and Finance Associate The candidate should have ... years of experience. General commercial finance experience is required, including commercial ... estate lending, asset-based lending, dealer finance, and sponsor/acquisition..
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 ..
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 ..
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. ..
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 ..
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 ..
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 ..