Trust Administration Paralegal Jobs in Wisconsin

Grants and Special Gifts Coordinator Duties: Understand and interpret federal, state, and agency-specific laws and regulations relevant to the university’s grants and restricted gifts. Oversee all regulatory matters, including budget and ..

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 ..

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 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 ..

... suggest updates. For probate and trust admin, supervising paralegals and making ... their goals. Supervise the estate administration paralegal in preparing probate and estate ... in preparing probate 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 ..

Job OverviewA law firm seeks an Estate Planning and Elder Law Attorney in Janesville, WI. The attorney will provide counsel to clients on estate planning and elder law matters, ensuring the ..

Legal Assistant The candidate will be responsible for: greeting and assisting clients, answering multi-line telephones, assisting attorneys on all phases of legal matters, drafting legal documents, pleadings and correspondence, organizing and ..

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 ..

Job Overview: A respected law firm in Wisconsin is seeking an experienced Estate Planning Attorney to join its expanding team. The role involves working closely with clients to develop individualized estate ..

Professional Legal Administrator The candidate will be responsible for a wide range of activities in all phases of administration, personnel, finances, facilities, and business systems. Will handle key administrative responsibilities and ..

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. ..