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Gift and Estate Planning Coordinator The candidate ... The candidate will manage the trusts and estates administration process for realized gifts, ... for realized gifts, including review and interpretation of..
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... from semester to semester but general needs are in the areas ... of:Introduction to the Paralegal Professional and Principles; Paralegal Office Coordination; Contract ... Personal Injury Law; Civil Procedure..
... The candidate will read, interpret and apply complex trust document language ... comprehensive reviews of account activity and terms of all types of ... following Firms policies/procedures. Provide the..
Tax Manager - Trusts and Estates The candidate will utilize technical ... candidate will utilize technical expertise and a collaborative attitude to deliver ... to deliver exceptional tax compliance and..
... candidate will lead the practice and provide tax consulting services to ... professionals in Private Wealth Services and General Tax to build a profitable ... practice, delivering high value..
... Gift Officer, provide technical expertise and gift planning assistance to donors ... gift planning assistance to donors and their financial/legal advisors who are ... income gifts, deferred estate gifts,..
Gift and Estate Planning Specialist The candidate ... The candidate will manage the trusts and estates administration process for realized gifts, ... for realized gifts, including review and interpretation of..
... from semester to semester but general needs are in the areas ... are in the areas of: Estates & Trusts. Duties and Responsibilities: Conducting in a professional ... assigned..
Paralegal The candidate will prepare and organize correspondence, pleadings, discovery, various ... pleadings, discovery, various real estate and/or Will and Trust documents for attorney review and/or filing with Court; maintain..
Trusts & Estates Paralegal Part-time The candidate will ... establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the ... the estate administration. Prepare..
Senior Counsel, Securities and Corporate The candidate will serve ... serve as the “First Stop” and trusted advisor, thought leader and counsel to finance, corporate development, ... to finance, corporate..
... documents including copying, scanning, creating (and updating) binders, transmitting documents to ... binders, transmitting documents to clients and preparing for vault storage; Maintains ... preparing for vault storage; Maintains..
... trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with ... in the trust instrument. Under general guidance from the trust team, ... from the trust..
Assistant General Counsel - Wealth Management The ... role as fiduciary of personal trusts, investment agent, or custodian for ... custodian for personal wealth clients, and provider of family office..
Tax/Trusts & Estates Associate Attorney The candidate will handle a ... will handle a mix of general business, tax and trust and estate matters. Should have 0-5 .....
Trusts and Estates Paralegal The candidate will establish ... establish close rapport with client and beneficiaries to ensure positive and cooperative working relationship during the ... the estate administration. Prepare..