Wealth Management Paralegal Jobs in Chicago

Paralegal (Intern) The candidate will be helping investors build wealth by turning their passion for real estate into profits. Have access to the online training, books and workshops you need to ..

Paralegal The candidate will review and draft trust documents, letters, probate documents and communicate with clients. Collection and valuation of assets, termination of estates and funding of trusts. Proofread and correct ..

Estate Planning Paralegal II The candidate will do preparation of valuations of assets. Assist with estate administration and estate tax return preparation. Preparation of beneficiary designation, transfer and claim forms. Preparation ..

Legal Secretary/Assistant - Estate Planning/Elder Law The candidate will provide administrative and executive support for 2-3 attorneys in the probate, guardianship and trust administration practice. Edit and prepare estate planning documents ..

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 ..

Corporate Paralegal, Private Wealth Management The candidate will prepare and maintain corporate organizational and board materials, including meeting agendas and minutes. Coordinate board meetings. Maintain corporate registrations and make required filings ..

Trust and Estates Paralegal The candidate should have 5+ years of estate and gift tax return preparation experience. Should have extensive experience with the preparation of complex estate and gift tax ..

Associate Counsel - Wealth Management The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and ..

Marketing Manager - Tax and Private Client The candidate will develop and execute the go-to-market strategy to enhance the practices’ brand, and partner with the business development practice managers to help ..

Legal Assistant – Corporate Transactions and Estate Planning The candidate will compose correspondence for attorneys; create closing binders; organize and maintain files for attorneys; file correspondence and/or legal documents in a ..

Legal Secretary/Assistant - Probate/Guardianship/Trust Administration The candidate will provide administrative and executive support for 2-3 attorneys in the probate, guardianship and trust administration practice. Prepare probate and guardianship court documents including ..