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Vice President Of Transactions The candidate is responsible for assisting with all investment closings and any other routine internal legal work. These investments include, Historic Tax Credit, Property Assessed Clean..
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Senior Trust Officer The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships. Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. Engages..
SENIOR PERSONAL TRUST ADMINISTRATION OFFICER The Candidate will be responsible to develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs..
A Financial Salesperson is a financial professional who sells financial products and services to individuals and businesses. They work with clients to identify their financial needs, recommend appropriate products, and..
Paralegal The candidate will under attorney supervision, prepare legal documents, including affidavits, briefs, pleadings, contracts, real estate closing statements, correspondence, and organize and maintain documents. Organize exhibits in preparation for..