- Estate Planning Law Firm (Palm Coast, FL)
- …data issues or patterns to the Office Manager for corrective planning . Support firm-wide data integrity and organization standards. Secondary Responsibilities (15%) ... – Intake Support Assist with intake data entry during high-volume periods. Ensure intake information is accurately transferred into the case management system. Verify that intake notes and documents are properly saved in client folders. Support smooth handoffs… more
- JMI Resource (Tampa, FL)
- …and reliable Trusts & Estates Legal Assistant to support our attorneys in estate planning , trust administration, and related legal matters. This role is ... to 2–3 attorneys specializing in Trusts & Estates Draft and prepare correspondence, estate planning documents, probate forms, and other legal documents Maintain… more
- ROOTH & ROOTH PA (Seminole, FL)
- …are able to carry out their duties. You will communicate with clients, manage estate planning and estate administrations and prepare documents including ... trust administration and probate documents and Wills, Trusts, Advance directives. The ideal candidate is hardworking and detail-oriented. Responsibilities Communicate with clients Prepare case-specific documents, including Petitions for administration and… more
- BGIS (Auburndale, FL)
- …project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions, ... project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions,… more
- BGIS (Lakeland, FL)
- …project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions, ... project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions,… more
- The Presser Law Firm, PA (Boca Raton, FL)
- …firm in Boca Raton, FL that focuses on Asset Protection, Corporate Law, and Estate Planning . Our fast-paced and mission-driven team is committed to helping ... clients protect what matters most—and we’re looking for someone just as driven to join us. Who We’re Looking For: Are you the type of person who loves staying organized, enjoys being the friendly voice that sets the tone for a client’s experience, and thrives… more
- Morley (Tallahassee, FL)
- …24/7 support for benefit questions and claims + Guidance for family, financial and estate planning (including wills) **_About Morley_** Our mission is to deliver ... extraordinary experiences. We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our associates and for the world-leading companies that partner with us. We are an Equal… more
- New York Life Insurance Company (Miami, FL)
- …our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you ... join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income… more
- BGIS (Lakeland, FL)
- …project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions, ... project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions,… more
- BGIS (Orlando, FL)
- …project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions, ... project management, energy & sustainability services, strategic workplace consulting, real estate services and capital planning . Its range of solutions,… more
