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Trust Officer Duties: Responsible for providing ... and distribution of investment and fiduciary services. This position involves profiling ... administration of individual investment and trust accounts. Administers routine personal trust..
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Paralegal The candidate will be responsible for supporting estate planning practice area. Prepare Revocable Trusts, Irrevocable Trusts, trust amendments and restatements; Prepare Wills, Codicils, General Powers of Attorney, Healthcare Powers of ..
Tax Manager The candidate will be responsible for individual, corporation, partnership, fiduciary, and nonprofit tax services for individual and entity clients in a wide variety of businesses. Will interact with partners, ..
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 ..