Private Client Legal Secretary: Trusted Support & Coordination
Roythornes Solicitors
Roythornes Solicitors is a top 150 national law firm with five strategically located offices across the Midlands and East Anglia. We adopt a one-team ethos across all offices, with trusted advice being given by our recognised experts on a national spread. We pride ourselves on building longstanding relationships with our clients and bringing commercial know-how and lateral thinking to each case. The accountabilities within this job description support our strategic framework, which includes: Being trusted advisors to our clients and colleagues Working to become recognised experts in our chosen specialisms Developing longstanding relationships with key clients and our internal teams #J-18808-Ljbffr
- Private Banking - Client Services Coordinator Middletown East, 12906 Shelbyville Rd, Louisville, Kentucky, United... ...parent company of Stock Yards Bank & Trust Company, with offices in... ...Organizational Duties and Responsibilities: Supports the mission, vision and philosophy...Private clientTemporary workWork experience placementWork at officeMonday to FridayFlexible hours
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...Paralegal to join our Private Client Litigation team in our... ...Litigation Paralegal, you will support experienced lawyers in all aspects of trust and estate litigation,... ...organize financial and legal records, including tax... ...during litigation Coordinate service, publication, and...Private clientPrivate practice$120k - $175k
...Wareh Duncan LLP is a private client law firm specializing in providing tailored legal counsel to highly successful... ...tax planning, trusts and estates, family offices... ...Paralegal provides support for domestic and international... ...court personnel Coordinate estate asset...Private clientWork at officeLocal area- ...point of contact for clients, addressing their... ...for individuals, trusts, family investment... ...partnerships, and private foundation tax... ...guidance, training, and support to team members.... ...Collaborate with legal professionals to construct... ...managers to coordinate comprehensive...Private client
$90.5k - $150k
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...Tax Senior Manager, Private Client Group New York, NY /... ...compliance for individuals, trusts, family investment... ..., training, and support to team members. Review... .... Collaborate with legal professionals to construct... ...managers to coordinate comprehensive wealth management...Private clientFull time- ...position is in the Trust and Estate Group of... ...ultra-high-net-worth clients. The Trust and Estate... ...outside advisors. The Legal Assistant and Team Coordinator will have three... ...administrative and operational support to the Trust and... ...trust and estates, private client, family...Private clientWork at office
$75k - $100k
...Overview Position: Legal Secretary (Trust & Estates) Target Salary: $75,000 - $100,000 with Overtime and Bonus eligibility... ...the attorneys using firm technology. Prepare new client matter request packets and coordinate approval; coordinate conflict search processes; and...- About the job Tax, Trusts & Estates Associate Attorney About the... ...with a strong reputation in private client services, estate planning,... ...returns (Forms 706, 709, 1041). Coordinate with clients accountants,... ...cohesive planning. Conduct legal research and stay current on...Private client
$110k - $200k
...Private Client Manager II job at Bank of America Corporation. New York... ...offering competitive benefits to support their physical, emotional,... ...for the client team, coordinating relationship management activities... ...of investments, trust and wealth transfer Solutions...Private clientShift workDay shift- .... Claims Consultant for Private Risk Management is a recognized... .... This role serves as a trusted advisor and advocate for PRM clients navigating complex... ...during active claims, coordinating with carriers, adjusters... ...arise or as required to support the organization. EQUAL...Private clientContract workPrivate practiceWork at officeLocal area
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$112k - $150k
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...how we deliver for our clients, teammates,... ...competitive benefits to support their physical, emotional... ...and the full array of Private Bank's capabilities, establishing... ...for the client team, coordinating relationship... ...understanding of investments, trust and wealth transfer...Private clientShift workDay shift$1,150 - $1,220 per month
...seeking a dedicated and detail-oriented Legal Assistant to join Job Duck and support a dynamic legal team in delivering exceptional client service. In this role, you will be a key... ...skills and adaptability Ability to build trust and rapport with clients Work Shift: 9:00...Contract workMonday to FridayShift work$127.9k - $291.9k
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...FY27 - Financial Services - Private Client Services - Tax Services Manager... ...financial institutions are trusted and flourish, and the global... ..., you can expect plenty of support designed with your own... ...subject-matter professionals, coordinating efforts, and managing expectations...Private clientPrivate practiceSummer holidayFlexible hours$112k - $150k
Private Client Services at BDO is a boutique practice within our firm.... ...of estate, income, gift, and trust tax consulting and compliance... ...manner Leadership Supports a collaborative and team‑oriented... ...for return preparation and coordination with client and engagement team...Private clientPrivate practiceWork at office- ...an individual to provide key administration support to ultra-high net worth clients in New Jersey. The role focuses on trust, corporate, and fiduciary services, ensuring... ...effectively. The ideal candidate will have proven private wealth administration experience and be...Private clientTraineeship
$250k
...NPAworldwide is seeking a Trust & Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice... ...10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance...Private client$115k - $270k
...Trust Officer Are you a quick-thinking self-starter with a passion for helping... ...accounts for high net worth clients of Goldman Sachs Private Wealth Management. We are seeking professionals... ...distribution requests Coordinate and oversee tax preparation on accounts...Private clientFull timeTemporary workPart timeWork at office- Stock Yards Bank & Trust in Louisville, Kentucky is searching for a Client Services Coordinator I. This role involves managing client relationships and supporting essential banking functions. The ideal candidate should possess excellent communication skills and have at...Private client
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...Trusts & Estates Attorney (New York) Offit Kurman is a growing full-service firm serving owner-managed businesses and... ...& Estates Attorney to join our New York City office and support our expanding private client services practice. This is an excellent opportunity...Private clientPrivate practiceWork at office$150k - $190k
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..., Off-boarding, training and coordination of the Relationship Manager.... ...Lunch & Learns, and dinners. Support and assist with all... ...products/services Lenox offers its clients Microsoft office skills (Outlook... ...a way that leads others to trust him/her Willingly assist...Work at office- ...The-Misch-Group is seeking an experienced Private Client Attorney based in New York, NY, to provide estate planning and trust administration services to high net-worth clients... ...client book size, along with operational support to allow focus on client service rather than...Private client
$220k - $250k
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