Private Client Legal Assistant — Trusts & Estates
Jobot
Jobot is partnering with a growing and reputable national law firm to hire a legal assistant for the Private Client team in our Cincinnati office. The role emphasizes client-first service and professional support across trusts and estates matters. Daily duties include document preparation, calendar management, client communications, e-filing, file opening/closing, and assisting with billing. Strong English, Microsoft Office skills, and attention to detail are required. #J-18808-Ljbffr Jobot
- Taft Stettinius & Hollister LLP is seeking a Legal Assistant to support lawyers on their Private Client team in the Cincinnati office. The position involves preparing legal documents, communicating with clients, and assisting attorneys with various tasks. The ideal candidate...Private clientWork at office
- Taft is seeking a Legal Assistant to support lawyers on our Private Client team in Taft’s Cincinnati office. We are seeking a Legal Assistant to support... ...supports attorneys and professional team members in trusts and estates Prepares and revises documents utilizing...Private clientPrivate practiceWork at office
- ...Provides exemplary client service as the client-facing... ...fiduciary expert for Private Bank clients. Primarily... ...for managing and growing trust relationships while... ...aligned to each client's estate plans, financial goals,... ...documents, and compliance with legal and regulatory...Private clientBank staffShift work
- ...Associate Attorney - Estate Planning & Tax Associate... ...tax law to join our private client practice. The successful... ...; draft and implement trusts, wills, powers of... ...preferred. Strong legal research, writing, and... ...Individuals needing special assistance or an accommodation...Private clientOngoing contractPrivate practiceLocal area
$55k - $75k
Overview Growing and reputable national law firm seeks a legal assistant for the Private Client team in the Cincinnati office. All employees operate... ...supports attorneys and professional team members in trusts and estates Prepares and revises documents using software...Private clientPrivate practiceWork at officeLocal area- ...Third Bank in Cincinnati, Ohio is looking for a Trust Advisor to provide exemplary service to Private Bank clients. You will manage and grow trust relationships while... ...s degree and 7+ years of experience in trust and estate administration. The role includes engaging...Private client
$22.5 - $30 per hour
...across two teams within Personal Trust Account Closing. Qualified... ...Reviewing account, trust, estate, and related documentation.... ...Institutional Banking business lines and clients Ability to quickly learn... ...opportunities Adoption assistance Sick and Safe Leave accruals...Temporary workWork experience placementWork at officeLocal area3 days per week- ...GENERAL FUNCTION Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and... ...result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning... ...veteran status or any other legally protected status. #J-18808-...Private clientWork experience placementPrivate practiceWork at office
- ...Description Join a Sophisticated Private Wealth Team – Senior Trust & Estates Attorney Opportunity in Cincinnati!... ...collaborative and respected private client practice. Job Title: Trust & Estates... ...area in a law firm ~ Strong legal research, writing, and analytical skills...Private clientPrivate practiceWork at office
- Dormont Manufacturing Co is looking for a dedicated client service professional to support multiple Financial Advisors in Cincinnati, Ohio. The ideal candidate should possess FINRA licenses and be able to deliver excellent client service by educating clients on banking...Private client
- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...Private client
- Western & Southern Financial Group in Cincinnati seeks an operational leader for the Private Client Group. This role supports the PCG Operations Lead and involves managing technology utilization, enhancing workflows, and ensuring data accuracy. Candidates must hold a Bachelor...Private client
- ...employees across 25 offices, we support clients ranging from large multinationals to... ...Paralegal to join our Tax, Benefits and Estates Practice Group in the Cincinnati office. This role will assist our attorneys in preparing legal documents, conducting research and facilitating...Work at office
- ...Join to apply for the Estates Paralegal role at Frost Brown Todd .... ...national law firm with 1000+ legal and business professionals across... ...in Cincinnati. This role will assist attorneys in preparing legal documents... ...plans, ancillary documents, client communications, and tax...Full time
- ...exceptional service to high-net-worth clients? If so, you may be a great fit for... ...high-quality work and serving as a trusted resource for both clients and team members... ...could include Individual, Business, Estate and Gift Tax returns* Assist in the preparation of 1099s and...Work experience placement
- ...Co LPA in Cincinnati is seeking a Probate Paralegal to assist attorneys with probate and estate administration. This role requires strong organizational... ..., proficiency in Microsoft Office, and a commitment to client service. Benefits include competitive salary, health...Work at office
- ...established industry player is seeking a dedicated Estates Paralegal to support their Tax, Benefits,... ...Group in Cincinnati. This role involves assisting attorneys with legal documents, conducting research, and facilitating client communications for asset transfers. The...
$70k - $100k
...planning, solving problems, and elevating the client experience — someone energized by helping... .... We are rooted in our core values — trust, accountability, service, and stewardship... ...insurance planning and implementation. Estate and tax — coordinate estate and tax...Full timeTemporary workWork at office$51.8k - $74k
...long-term relationships with clients. This position will also be responsible... ...less complex clients and assists the Team Leader and Account... ...is the 9th largest privately held U.S. brokerage firm offering... ...disability, Veteran status, or other legally protected characteristics....Private clientHourly pay- ...Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates should...Private client
- Oxford Financial Group, Ltd. is seeking a Relationship Manager in Cincinnati to deliver exceptional client service to ultra-high-net-worth clients. The role involves coordinating with Managing Directors and service teams, preparing client reports, and supporting onboarding...Private clientWork at office
- ...accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To... ...counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans,...Full time
$19 - $23 per hour
...our foreclosure and civil litigation clients in a remote/hybrid role based out of... ...Cincinnati, OH. Position Overview Greentree Legal is currently hiring a Litigation... ...Legal, we pride ourselves on being a trusted partner in Real Estate Default, Collections, and Litigation...Remote jobCurrently hiring- ...environment is in an office location OUR CORE VALUES Passion to Perform We are passionate to perform and focus on concrete achievements Trust to Act We are empowered to act, and act in a powerful way Act Responsibly We are responsible for our actions and the consequences...Full timeContract workWork at office
- U.S. Bank, Cincinnati, is seeking an Account Closings Coordinator to support Personal Trust accounts across Wealth, Corporate, Commercial, & Institutional Banking. You’ll review documents, process distributions, and resolve account items to ensure closures are accurate...
- A leading financial institution in Ohio is seeking a Private Banker to manage client relationships and offer financial advice. You will leverage your expertise in investments, credit, and banking to generate new client acquisitions while ensuring an exceptional experience...Private client
$169.79k - $286.65k
...engineering to national and regional clients and clearly communicate... ...efforts for public and private clients Demonstrated ability... ...culture, encourages organizational trust and connects us closer to the... ...life insurance, an employee assistance program, paid time away, parental...Private clientFull timeTemporary workPart time- ...advice and service are incredibly valuable to high-net-worth clients? If so, you may be a great fit for our Cincinnati Tax... ...individuals, which could include Individual, Business, Estate and Gift Tax returns* Assist in the preparation of 1099s and other year-end related...Work experience placement
- Briggs and Morgan, P.A. (now Taft Law) is seeking an Office Support Assistant for its Cincinnati office. This entry-level position involves... .... Join our team and help us deliver exceptional services to clients while enjoying a supportive work environment. #J-18808-Ljbffr...Work at office
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