- Fox Rothschild LLP (Atlanta, GA)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- Robert Half Legal (Atlanta, GA)
- …probate documents, and trust accountings + Collaborate with attorneys on entity formation, tax planning , and compliance + Utilize tools like EstateWorks, GEMS, ... Description Tax & Wealth Paralegal | Atlanta,...Description Tax & Wealth Paralegal | Atlanta, GA | Up to...Trusts & Estates Paralegal with a passion for precision, client service, and complex fiduciary matters? A highly respected,… more
- Fox Rothschild LLP (Atlanta, GA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate… more
- City National Bank (Atlanta, GA)
- … Wealth Strategists and Wealth Strategists to analyze a client 's current financial situation, identify appropriate planning strategies and techniques, and ... * Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- Truist (Atlanta, GA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- TIAA (Atlanta, GA)
- …Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth ... ** Wealth Advisor** Supported with a robust array of...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- Bank OZK (Atlanta, GA)
- …Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing employer-sponsored retirement plans (401(k), 403(b), pension), ... Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across investment… more
- Truist (Atlanta, GA)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... Executing on "run the business" activities including meetings, events & client engagement, business overviews, headcount tracking and management, HR initiatives,… more
- Truist (Atlanta, GA)
- …services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. + Knowledge of Operational Procedures and systems. + ... while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.… more