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Director- Regional Compliance Officer - North America Duties: Develop, initiate, maintain, and revise compliance policies and procedures for the company’s North American and global operations and third-party distribution network to prevent ..
... audit, tax, consulting, or other services to clients, demonstrating command of ... Understand the full suite of services the firm can offer, and ... delivered. Provides a variety of..
Legal Support Specialist The candidate duties include: Assistance with administrative tasks, as assigned. High level of document preparation and production; File preparation, maintenance, and review; Copying, scanning, faxing, mailing, and filing ..
... in net worth) involving complex financial issues and strategies, typically including ... understanding of the family’s current financial situation across all disciplines and ... Provides professional consulting / advisory..
WM Senior Trust Officer 2 The candidate will responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as ..
A law firm is seeking an Estate ... expertise in estate planning, tax law, and wealth preservation strategies to ... tax implications to ensure clients' financial goals are met effectively.Duties:Develop..
... provide well-coordinated estate, tax and financial planning alternatives to meet client’s ... broad array of estate and financial planning issues which often arise ... as to estate and tax..
Seeking a talented Securities Litigation Associate Attorney to join a prestigious law firm in Naples. This exciting opportunity is ideal for legal professionals with 3-5 years of experience who are ready ..
A law firm in Naples, FL, is seeking a dedicated and experienced Trusts and Estates Associate Attorney to join their team. The ideal candidate will have 3-6 years of experience in ..
... understanding of the family’s current financial situation across all disciplines and ... Analysts, monitor and disseminate best financial planning practices for the group, ... the client’s and prospects current..
Assistant Controller The candidate is responsible for financial management and maintenance of multiple commercial properties along with assisting in other commonly owned companies. Implements and adheres to policies and procedures for ..
Support Specialist - Real Estate, Litigation The candidate should have a High school degree. Bachelor’s degree preferred. Must have 3+ years of law firm experience. Proficiency with Microsoft Word, Excel, Outlook, ..
Tax Manager The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and ..