Wealth Management Paralegal Jobs in Boston

Intake Coordinator The candidate will be responsible for understanding Intake policies and procedures as they relate to the Unit and updating as necessary. Supervise Intake staff and contribute to annual review ..

Associate- Estates & Special Investments Paralegal The candidate will work closely with the team to manage and secure company’s interests in estates and outside-managed trusts, coordinate due diligence on proposed asset ..

Intake Coordinator The candidate, under the general supervision of the Manager, or designee, will act as a liaison between Unit staff, external clients and other key stakeholders. Will serve as a ..

Legal Secretary The candidate will undertake a variety of administrative and clerical tasks in various practice areas, including personal injury litigation, business, real estate, family law, juvenile proceedings, discrimination cases and ..

Legal Administrative Assistant The candidate will join family law and estate planning practice. Will be working under attorneys and assisting with heavy case load in every way. Accurately and timely submitting ..

Job Title: Trusts and Estates Associate Attorney Job Location: Medfield, MAJob Overview: A prominent law firm located in Medfield, MA is seeking a Trusts and Estates Associate Attorney to join its ..

Paralegal/Trust Administrator Candidate will handle client management and communication, drafting guardianship, conservatorship and probate pleadings, drafting estate planning documents, and trust administration. Elder law experience is a plus. ..

... for several attorneys in the Wealth Management area. Assists attorney(s) with duties ... and data entry. Provides calendar management support for assigned attorneys and ... answering phones, scheduling appointments,..

Trusts And Estates Legal Administrative Assistant The candidate will be responsible for: Preparing probate documents. Familiarity with Ma. probate procedures (filings, pleadings). Drafting client correspondence. Interacting with Client. Managing office supplies. ..

Job Title: Estate Planning AttorneyJob Overview: A reputable law firm in Acton, MA, is seeking a skilled Estate Planning Attorney to join their team. This position focuses on working closely with ..

... and information sessions for the Wealth Management Group team to review current ... investment valuation process. Meet with Wealth Management Group team members to define ... on best practices...

Marketing Manager - Tax and Private Client The candidate will develop marketing programs that align with business goals by partnering with internal stakeholders, including business development, digital marketing, CRM, PR and ..

... for several attorneys in the Wealth Management area. Assists attorney(s) with duties ... and data entry. Provides calendar management support for assigned attorneys and ... answering phones, scheduling appointments,..

Part-Time Legal Administrative Assistant/Secretary The candidate will answer telephones. Will be greeting visitors and engaging the clients and their families in a warm, friendly and professional manner. Scheduling and confirming client ..

Trust Coordinator The candidate will provide direct administrative support for assigned Trust Advisors and a small subset of Wealth Management Clients. Help to administer a small group of assigned accounts in ..

Trust Operations Support Analyst The candidate will provide operational and analytical support to Choate’s Operations and Reporting Department. Create and electronically distribute daily, weekly and monthly analysis reports to Wealth Management ..

Legal Administrative Assistant/Secretary The candidate will answer telephones. Will be greeting visitors and engaging the clients and their families in a warm, friendly and professional manner. Scheduling and confirming client meetings ..

Litigation and Private Wealth Paralegal The candidate will assist attorneys in all stages of litigation and estate planning matters. Legal fact and basic legal research. Assist with case management, file organization, ..

... and information sessions for the Wealth Management Group team to review current ... investment valuation process. Meet with Wealth Management Group team members to define ... on best practices...

Trust & Compliance Triage and Program Analyst The candidate will assist with the administration and management of the compliance technology platform, support and triage concerns for compliance investigations and the global ..

Job Title: Estate Planning, Probate And Trust Administration, And Elder Law Associate AttorneyJob Location: Southborough, MassachusettsJob Overview: An established law firm is seeking an Associate Attorney to join its team in ..

Paralegal / Trust Administrator The candidate will be responsible for client management and direct communication. Drafting guardianship, conservatorship and probate pleadings, and estate planning documents. Assisting with trust administration. Must be ..