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Part-time Instructor, Certified Financial Planning The candidate will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Provides the instructor with excellent educational content; the ..
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Instructor, Wealth Management The candidate will be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to ..
Clerk and Paralegal Duties: Post-sale document review for Default Services department of national law firm representing high end clients. Precise review at end of complex multi-year foreclosure process. Oversaw recording of ..
Paralegal Responsibilities: Set up, organize and maintain administration file. Update Estate Planning Data Form for client's review and completion. Calendar all applicable and relevant deadlines. Review and summarize existing estate planning ..