Planner Jobs in Bolton

Legal Assistant The candidate will join law firm specializing in estate planning and estate and trust administration. Should have 2+ years’ experience. Should have good communication skills both verbal and written. ..

Legal Assistant The candidate will join law firm specializing in estate planning and estate and trust administration. Should have 2+ years’ experience. Should have good communication skills both verbal and written. ..

Tax, Estate & Trust Manager The candidate will hire, train and supervise tax and estate personnel. Maintain responsibility for all aspects of the preparation of tax returns for clients, including procedures ..

Accountant/Tax Preparer Duties: Serve as case manager for specific estate as assigned by attorney. Meet with client during estate administration to obtain information as directed by attorney. Draft court and other ..

Description The Care Coach 1 assesses and evaluates member's needs and requirements to achieve and/or maintain optimal wellness state by guiding members/families toward and facilitate interaction with resources appropriate for the ..