- Charles Schwab (Chicago, IL)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting… more
- Robert Half Legal (Chicago, IL)
- …Legal Assistant with at least 5-8+ years of experience to join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing ... as wills, codicils, trust agreements and amendments, powers of attorney , designations, limited partnership agreements, limited liability company agreements,… more
- BMO Financial Group (Chicago, IL)
- …within BMOFG - Personal & Commercial Banking (P&C), BMO Capital Markets, and BMO Wealth Management - as well as to Corporate Services areas. Provides federal ... The Senior Manager, US Tax Advisory is responsible for: **Relationship management /Advisory** + Developing and managing relationships with US Lines of Business… more
- Grant Thornton (Chicago, IL)
- …solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data input, ... necessary education hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal), and interpersonal… more