Investment Services Paralegal Jobs in Wisconsin

Chief Human Resource Officer RESPONSIBILITIES: Lead the district’s Human Resource Department. Administer the policies of the district related to human resource management, including the district’s compliance with all state and federal ..

Research & Regulatory Compliance Associate Duties: Assist consultants in servicing clients, including taking ownership and responsibility for client responsibilities assigned. Compliance testing, compliance administration, Code of Ethics compliance, SEC exams, regulatory ..

Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..

Legal Administrative Assistant (Mortgage Compensation - Entry Level) The candidate will review, processes, gathers and assigns requests that come into the LO Comp email group. Assigns and escalates to the appropriate ..

Paralegal Duties: The candidate will manage contract intake requests for the GBS Legal team through the contract workflow tool. Assist with day-to-day activities as needed to support the GBS Legal team, ..

Litigation Paralegal The candidate will draft pleadings, motions and appellate documents and file them with the Court. Perform administrative duties (calendar hearings and deadlines, organize case files, etc.). Organize exhibits, documents, ..

... Internship Program –Wealth Management & Investment Services – Legal Services Duties: Get hands-on experience solving ... regulatory disclosure documents and review investment and servicing contracts. Research securities ... and..

Director of Culture & Talent Integration The candidate will under the direction of the Chief Talent Officer, the Director of Culture & Talent Integration is charged with developing, creating, implementing, and ..

Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..

Tax Compliance Manager Duties: Reports to the Director of Tax Planning & Compliance for all tax aspects related to the firm including, Gathering and reviewing information from internal resources necessary to ..

Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..

Director of Culture & Talent Integration The candidate will under the direction of the Chief Talent Officer, the Director of Culture & Talent Integration is charged with developing, creating, implementing, and ..