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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 ..
Senior Legal Counsel The candidate will prepare and ... and investments. Support treasury and investment initiatives. Provide support in the ... the Data Privacy Program. Provide legal advice to business..
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 ..