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Trust & Estate Paralegal — Complex Wealth Structuring

NewEdge Wealth

NewEdge Wealth is seeking a detail-oriented Paralegal to support the Wealth Strategy practice. The role focuses on reviewing, summarizing estate planning documents, including trusts, entity and transactional documents, and coordinating with advisors to navigate estate planning software. The position involves handling complex structures for ultra-high-net-worth clients, maintaining organized systems, and ensuring proper execution of documents and filings. #J-18808-Ljbffr NewEdge Wealth

Vacancy posted 1 day ago
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