Funds Paralegal Jobs in Kansas City

... 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 ..

Paralegal (Corporate) The candidate will support the local Corporate Practitioners and the wider national Corporate Practice Group. Prepare drafts of bond resolutions and ordinances and coordinate financing schedules with clients. Draft ..

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 ..

Senior Paralegal The candidate will serve all ... regulatory documents for various mutual funds, exchange-traded funds and closed-end funds for filing with the U.S. ... Industry Regulatory Authority (FINRA). Mentor..

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 ..

Senior Paralegal (AMIF) Duties: Examines, organizes, analyzes, and summarizes information relating to particular questions and organizes the communication into a logical and usable work product. Utilizes the firm’s software and technology, ..

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 ..

Transactional Partner The candidate will be serving as middle market and emerging growth companies in a wide range of industries, private equity funds, and private investors. Drafting and negotiating transactional documents ..