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Estate Planning Attorney The candidate will be working collaboratively as part of a team. Will be analyzing, advising, drafting and revising a wide array of estate planning documents, trusts, business structures, ..
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... to a broad range of investment management opportunities. Will be expected ... both discretionary and directed; initiate investment management of the accounts by ... coordinating with Private Bankers and..
Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..
Senior Legal Counsel The candidate will prepare and review securities filings including Form 10-Ks, Form 10-Qs, Form 8-Ks, Section 16 filings and Proxy Statements. Ensure compliance with SEC rules and regulations ..