- New Mexico Financial and Family Law (Albuquerque, NM)
- …Paid time off Vision insurance About Us At New Mexico Financial Law, we believe estate planning is more than documents-it's about peace of mind, protecting loved ... you've found it. About the Role We are looking for a compassionate, detail-oriented Estate Planning Paralegal to join our team. You'll play a key role in guiding… more
- Coastal Legacy Law (Deland, FL)
- Description Are you an experienced attorney with a passion for estate planning and probate, a natural leader, and a desire for a fulfilling career within a truly ... of you joining our team, 4) your experience (and passion) in Estate Planning , Probate, and potentially Guardianship 5) anything else you believe is important… more
- Frontall USA LLC (Henderson, NV)
- …firm with offices in Las Vegas, NV, and Lehi, UT, specializing in estate planning , asset protection, probate, and business succession. They provide personalized, ... Role: The firm is seeking a motivated Associate Attorney with experience in estate planning to join its supportive, family-focused team. This client-facing role… more
- Elder & Estate Planning Attorneys PA. (Jupiter, FL)
- …We are seeking a Guardianship & Probate Paralegal to work from our Jupiter, Florida, office. This role involves managing sensitive legal matters, drafting essential ... documents, and supporting the attorney through every stage of the process. It's ideal for someone experienced in Florida guardianship and probate law who values precision, empathy, and a collaborative team environment. Responsibilities *Draft and manage court… more
- Veres Career Consulting (Boca Raton, FL)
- …owner on occasional nonprofit tasks **What You'll Need**: - 3+ years in probate and estate planning at a law firm or legal department - Paralegal Certificate ... law firm offering expert services in probate, wills, and estate law-with a warm, flexible, and client-first culture. Are...client-first culture. Are you experienced in probate, wills and estate law? Want a team where you can choose… more
- Plante Moran (Wakefield, MA)
- …responses to tax notices, research, and drafting client memorandums Involvement in estate planning and wealth transfer projects Supervising and training of ... the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within an… more
- The Estep Law Firm (Chesterfield, MO)
- …and client communications *Use document creation system, such as WealthDocx to prepare estate planning documents, including Wills, Trusts, and Powers of Attorney ... diploma required; additional training or education preferred *Experience in an estate planning and probate law firm is required *Familiarity with legal… more
- Inside Higher Ed (Athens, GA)
- …Relations division including UGA Foundation Financial Accounting, Gift and Estate planning , Regional Development, Business Engagement, Foundation Relations, ... and the applicable collaborators (schools/colleges, fellow fundraisers, gift and estate planning , foundation relations, business engagement, principal gifts,… more
- PLACE (Everett, WA)
- Summary Description Elevate your career in the North American real estate market by joining our energetic team as a Real Estate Agent. We offer a well-defined ... are looking for someone who has completed 10 real estate transactions or more (you will need a real...calendaring systems *Excellent time management skills *Flexible schedule *Event planning *Ability to lift 50 lbs *Ability to haul… more
- Burch Law PLLC (Dallas, TX)
- …motivated, compassionate, and committed legal administrative assistant to add to our thriving estate planning , probate, and business law practice. There is a ton ... of opportunity to learn, grow, and contribute. Responsibilities Tasks Include: *Answering the phone, conducting client intake, taking messages, and directing calls to the appropriate Burch Law Team Member. *Communicate with clients about appointments,… more
- Plante Moran (Wakefield, MA)
- …payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Determine appropriate tax objectives, ... on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout the region, with some… more
- Quality Financial Concepts (Maryville, TN)
- …a 40-year-old firm, is a full-service financial advisory firm providing retirement planning , investment management, estate planning , tax services, and ... insurance protection. The Client Service team is the point of contact for our clients, they handle paperwork to open new accounts and update existing accounts in an efficient, timely, and accurate manner. This position is the perfect transition to a new… more
- Monster (Berwyn, PA)
- …array of planning and advisory services, investment management, trust and estate planning , brokerage and investment services to individual, corporate, and ... for prospecting and engaging clients by formulating comprehensive financial planning , investment management and customized financial solutions provided by Bryn… more
- Monster (Redondo Beach, CA)
- …College Education Planning Risk Management - Life & Disability Insurance Products Estate Planning Please review my website or social media for additional ... information. www.parkwealthmanagement.com https://www.youtube.com/@ParkWealthManagement-yw6jv http://lnkd.in/RVzvi9 https://www.facebook.com/ParkWealthManagement more
- vaco (Casa De Oro-Mount Helix, CA)
- Title: Director of FinanceCompany: Real Estate IndustryReports to: Sr. VP FinanceLocation: San Diego - Hybrid (2 days on-site, 3 days remote)Compensation: $140,000 - ... Director of Finance is responsible for overseeing all aspects of financial planning , internal reporting, and control for the division. This leadership role drives… more
- Monster (Manhattan, NY)
- …Job Summary/ Essential Job Functions: Understand and analyze legal and real estate documents. * Example: Reviewing the closing memos for all RAD transactions ... and Real Estate Deals. Understand a Cash flow Analysis and be...preparation of the annual budget. * Perform long-range financial planning . * Perform complex financial analyses and statistical computations… more
- Dallas County, IA (Adel, IA)
- …This position provides clerical and customer service support for department real estate and elections functions. Job Duties Answers telephone and greets visitors; ... and assists the general public, other county employees, surveyors, real estate agents, attorneys, abstractors, and other professionals regarding property legal… more
- Yorktown Search Partners (New York, NY)
- About the job Vice President, Investor Relations - Real Estate Our client is a distinguished real estate investment firm specializing in co-General Partner ... (co-GP) investments. They partner with top institutional commercial real estate sponsors to strategically deploy capital across a diverse range of property types,… more
- City National Bank (Orlando, FL)
- …proactive sales plans to maximize the growth and retention of all real estate product and service customers.Manage sales process, procedures and activities for the ... needs through the application of appropriate communication behaviors.Strategic Sales Planning : Knowledge of sales principles, processes, techniques and tools;… more
- Inside Higher Ed (Gainesville, FL)
- …multipurpose areas. The department consists of several divisions, including Planning and Design, Facilities Services, Construction and Business Administration, all ... of the college's Facilities department and is responsible for the successful planning , design, construction, operation, and maintenance of the Northwest campus, as… more
