Funds Paralegal Jobs

... documents at the direction of attorney/paralegal. Maintain estate planning client spreadsheets ... deeds at the direction of attorney/paralegal. Conduct and manage estate planning ... fee invoicing, application of unallocated..

Billing Specialist The candidate will be responsible for the processing of client invoices, including mailing or e-billing invoices, customer service of internal and external clients. Will report to the Billing Manager/Billing ..

Estate Planning Assistant Duties: Coordinating client support services, ensuring efficient workflow systems are being followed, and partnering with other team members to assist our customers and clients in their estate planning ..

Cash Applications Specialist The candidate will be responsible for cash application functions. Will demonstrate excellent communication skills, and strong organizational skills with attention to detail. The timely and accurate posting of ..

Wealth Planning Paralegal The candidate will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices). Filing life insurance claims and ..

Finance & Compliance Analyst Responsibilities: Review financing documents and prepare basic pre-issuance documentation including bond yield computations, debt service schedules, amortization schedules (within Excel and DBC) and other exhibits for bond ..