98 jobs found for

Wealth Management Paralegal Jobs

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  • Legal Staff Paralegal in Ballston Spa, NY

    Ballston Spa National Bank (BSNB) | Ballston Spa, NY

    Type: Full Time | Posted Date: Oct 23, 2021

    SUMMARY: Wealth Management Operations Assistant The candidate will act in the capacity of receptionist for the department, answering phones and client inquiries, and identifying those that need additional support. In addition, will be responsible for the development and maintenance of an electronic filing s...

  • Legal Assistant / Paralegal

    The Law Office of David Eddy, PLLC | Los Angeles, CA

    Type: Full Time | Posted Date: Oct 18, 2021

    SUMMARY: Legal Assistant Paralegal Do you have an interest in the law? Do you have excellent problem-solving skills? Do you desire a challenging opportunity to advance and learn alongside an experienced attorney? Come work at an established and growing solo law firm in downtown Bristol, Virginia. For ove...

  • Legal Staff Paralegal in Orlando, FL

    Shuffield, Lowman & Wilson, PA | Orlando, FL

    Type: Full Time | Posted Date: Oct 24, 2021

    SUMMARY: Estate Planning Legal Assistant The candidate will ensure the smooth running of the office and effective case management by providing legal services in the estate planning department, under the supervision of an attorney. Will communicate frequently with the clients to serve them adequately. Will c...

  • Legal Staff Paralegal in New York City, NY

    Sullivan & Cromwell LLP | New York City, NY

    Type: Full Time | Posted Date: Oct 25, 2021

    SUMMARY: Senior Paralegal - Estates and Personal Duties: Drafting petitions and the supporting documents for probate, ancillary probate, administration, accounting, the appointment of a trustee, and request of a trustee to resign. Going to various Surrogate's Courts to file Wills, petitions, and other paper...

  • Estate Planning Paralegal

    Landerholm, P.S. | Vancouver, WA

    Type: Full Time | Posted Date: Oct 25, 2021

    SUMMARY: About Landerholm, P.S. Since 1948, the attorneys and professionals at Landerholm, P.S. have served as legal advisors and trusted advocates to individuals and businesses throughout Southwest Washington and beyond. Located in the heart of downtown Vancouver, we focus our legal practice in the areas...

  • Legal Staff Paralegal in Selinsgrove, PA

    RHP Law Group LLC | Selinsgrove, PA

    Type: Full Time | Posted Date: Oct 23, 2021

    SUMMARY: Paralegal The candidate will responding to client inquiries via phone and email; managing the entire client process, including follow-up with new and existing clients; communicating via phone and email with clients and their trusted advisors; handling case management from inception of file to close...

  • Legal Staff Paralegal in Boston, MA

    Berluti McLaughlin & Kutchin LLP | Boston, MA

    Type: Full Time | Posted Date: Oct 22, 2021

    SUMMARY: Estate Planning And Business Legal Assistant The candidate will be responsible for: Drafting and finalizing correspondence to clients and courts. Drafting, editing, and proofreading a variety of moderate to complex documents. File management and organization (both electronic and paper). Manage admi...

  • Legal Staff Paralegal in Boston, MA

    Cambridge Trust Company. | Boston, MA

    Type: Full Time | Posted Date: Oct 21, 2021

    SUMMARY: Trust and Estate Manager The candidate oversees the general administration of fiduciary relationships and performs a wide variety of financial and legal tasks related to serving clients. Manages all administrative aspects of a portfolio of Wealth Management accounts. Manages assigned trust relation...

  • Legal Staff Paralegal in New York City, NY

    Curtis, Mallet-Prevost, Colt & Mosle LLP | New York City, NY

    Type: Full Time | Posted Date: Oct 21, 2021

    SUMMARY: Paralegal The candidate should be a recent college graduate. Paralegals are given a broad range of responsibilities, including, preparing legal documents, and assisting with closings and trials. The types of matters in which they become involved are driven by the departments to which they are assig...

  • Legal Staff Paralegal in Boca Raton, FL

    Cozen O'Connor | Boca Raton, FL

    Type: Full Time | Posted Date: Oct 20, 2021

    SUMMARY: Estate and Trust Paralegal The candidate's duties include: Management of probate and trust administration files from initial client contact through completion of the process; Preparation of Asset Information Spreadsheets; Prepare all required probate and trust administration documentation for clien...

  • Legal Staff Paralegal in Los Angeles, CA

    Venable LLP | Los Angeles, CA

    Type: Full Time | Posted Date: Oct 21, 2021

    SUMMARY: Estate Planning Paralegal The candidate ‘must have at least 3 years of experience to join Estate Planning group. Will support our large and diverse group of estate planning attorneys who handle all facets of trust and estate planning and administration. Experience should be directly related to we...

  • Legal Staff Paralegal in Columbus, OH

    Kegler Brown Hill + Ritter, A Legal Professional Association. | Columbus, OH

    Type: Full Time | Posted Date: Oct 20, 2021

    SUMMARY: Paralegal – Probate Trust Administration The candidate's duties include: Meeting with clients in order to prepare all necessary documents for commencing estate, trust, and guardianship matters. Management of estate/trust administration “docket” including preparation of inventories, accounti...

  • Legal Assistant

    Cummings McClorey Davis & Acho, PLC | Livonia, MI

    Type: Full Time | Posted Date: Oct 21, 2021

    SUMMARY: CMDA is looking for an experienced full time Legal Secretary for our Livonia location. A qualified candidate must have 3-5 years of legal experience in General and Probate Litigation, Estate Planning a plus, and Corporate filings. Knowledge/experience with e-filing in Federal, State Court and LARA a...

  • Legal Staff Paralegal in Nashville, TN

    Bass, Berry & Sims PLC | Nashville, TN

    Type: Full Time | Posted Date: Oct 20, 2021

    SUMMARY: Trusts and Estates Paralegal The candidate will be responsible for the client workflow process. Will be drafting and finalizing estate plans, petitions, and court filings. Document drafting, editing, and proofreading. Manage ancillary documents, healthcare proxies, and powers of attorneys. Correspo...

  • Legal Staff Paralegal in North Canton, OH

    Premier Bank. | North Canton, OH

    Type: Full Time | Posted Date: Oct 20, 2021

    SUMMARY: Trust Administrator Duties: Responsible for the administration of trust accounts as assigned. Faithfully execute our fiduciary duties, administering trusts in good faith in accordance with the terms and purposes of the trust instrument, while balancing the interests of the trust beneficiaries and a...

  • Legal Staff Paralegal in Saint Louis, MO

    Wells Fargo | Saint Louis, MO

    Type: Full Time | Posted Date: Oct 19, 2021

    SUMMARY: Paralegal 2 The candidate to join the Client Relationship Group section within the Wealth and Investment Management Division providing legal support associated with the retail brokerage and private bank activities. The responsibilities of the position include handling matters from retail brokerage ...

  • Legal Staff Paralegal in Chicago, IL

    Handler Thayer, LLP | Chicago, IL

    Type: Full Time | Posted Date: Oct 19, 2021

    SUMMARY: Trust & Estates Paralegal Responsibilities: Compiling, organizing and indexing documentary evidence. Filing documents with state and federal courts in paper or electronic format. Basic drafting and preparation of legal documents including wills, contracts, real estate closing statements, subpoenas,...

  • Legal Staff Paralegal in Chicago, IL

    Handler Thayer, LLP | Chicago, IL

    Type: Full Time | Posted Date: Oct 19, 2021

    SUMMARY: Corporate Paralegal/Legal Assistant Responsibilities: Compiling, organizing and indexing documentary evidence. Filing documents with state and federal courts in paper or electronic format. Basic drafting and preparation of legal documents including wills, contracts, real estate closing. statements,...

  • Legal Staff Paralegal in Chicago, IL

    Handler Thayer, LLP | Chicago, IL

    Type: Full Time | Posted Date: Oct 19, 2021

    SUMMARY: Trust & Estates Paralegal/Legal Assistant Responsibilities: Compiling, organizing and indexing documentary evidence. Filing documents with state and federal courts in paper or electronic format. Basic drafting and preparation of legal documents including wills, contracts, real estate closing statem...

  • Legal Staff Paralegal in Melbourne, FL

    Rossway Swan Tierney Barry Lacey & Oliver | Melbourne, FL

    Type: Full Time | Posted Date: Oct 19, 2021

    SUMMARY: Paralegal The candidates must possess 2 years’ experience; a high level of attention to detail; good interpersonal, verbal and organizational skills; excellent writing and proofreading skills; the ability to multi-task in a fast paced, team-oriented environment; a knowledge of processes and func...