- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …Office and computer skills + Excellent written and verbal communication skills + Paralegal , trust, estate planning , or financial/investment background not ... timely, efficient manner; + Execute the terms of any estate plan or document for assigned accounts within proper...attorneys and accountants to assure proper wealth and tax planning ; + Provide effective customer service and respond to… more
- Robert Half Legal (Cincinnati, OH)
- Description Our client is a prominent law firm seeking a highly motivated, experienced Estate Planning & Trust Administration Attorney to join their team. This ... position will handle all forms of estate planning , probate, and trust administration. The...and practices at a level normally acquired through formal paralegal or legal training. Requirements Adobe Acrobat, Case Management… more
- State of Massachusetts (Boston, MA)
- …over $2 billion in capital programs and projects, is responsible for capital planning , project delivery, property management, and real estate services for the ... their strategic needs with fiscally responsible building and real estate solutions. * We support the growth of the...access, opportunity, and equity to create more inclusive services, planning and outcomes for all the citizens of the… more
- PathStone Corporation (Rochester, NY)
- …Position requires a minimum of 5 years administrative experience and/or commercial paralegal work with demonstrated knowledge of real estate transactions. ... closeout. Requirements (Education, Experience, Certification, Knowledge, Skill): BA degree or paralegal training and experience in one or a combination of the… more
- Robert Half Legal (Wellesley, MA)
- …to join our team. This role involves supporting attorneys specializing in estate planning , probate, and trust administration with administrative, document ... legal studies is a plus. + Experience in law firm settings, particularly within estate planning , probate, and trust administration teams. Robert Half is the… more
- Robert Half Legal (Menlo Park, CA)
- …case files and related documentation. * Conduct research and prepare materials for estate planning and trusts documentation. * Perform filing and document ... Requirements * Proven experience as a legal secretary or paralegal , preferably in trusts and estates law. * Proficiency...and deadlines in a fast-paced environment. * Familiarity with estate planning and real estate … more
- JPMorgan Chase (New York, NY)
- …offer strategies across the alternative investment spectrum, including real estate , private equity and credit, infrastructure, transportation, liquid alternatives ... day and the role will be a combination of paralegal tasks, board(s) and business support. A strong work...+ Manage and oversee portfolios of Private Equity Real Estate (" **PERE** ") entities, including: + Board of… more
- Hantz Group (Southfield, MI)
- …Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance Hantz Trust Administrative Assistant: As ... Focus: + Asset Management + Financial Planning and Retirement + Insurance +...& Skills: + Associates Degree or Equivalent Experience + Paralegal Experience Preferred + Accounting/Bookkeeping Skills Preferred + Strong… more
- KeyBank (Brooklyn, OH)
- …years work experience in the following fields preferred: litigation, probate and estate planning , bankruptcy legal support, mortgage servicing, or loss ... mitigation. + Strong PC skills with digital literacy in Office365, Excel, and Adobe + Availability to work overtime when necessary, including possible weekends + Detail oriented with ability to prioritize multiple responsibilities/deadlines. + PACER/CM-ECF… more
- US Courts (Washington, DC)
- …for law school externship programs. Participating with the judge in recurring logistics- planning meetings and carrying out assignments in a timely manner. Serving as ... might be found in a law, insurance, or real estate office). To qualify for higher pay grades, in...administration, or related fields. Education in a legal or paralegal curriculum may be substituted for a maximum of… more