Trust Administration Paralegal Jobs in Milwaukee

Trust Accounting Assistant The candidate will ... disbursements requested from attorneys and trust accountants, including issuing checks on ... issuing checks on behalf of trust clients. Validate and ensure accuracy..

Trust Services Paralegal The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and ..

Executive Assistant The candidate will be responsible for: Plans, coordinates and ensures the CEO's and other executive leaders’ schedule is followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations ..

Guardianship Program and Benefit Coordinator Duties: Provides programmatic and administrative support for program staff, which may include preparing correspondence, client address changes, copying, faxing, and overall organization and upkeep of Department. ..

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 ..

Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..

... related to estate planning, estate administration, and probate matters. The ideal ... 3 years of estate and trust administration and probate experience. The role ... caseload involving estate planning,..

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 ..