Senior Private Wealth Paralegal - Trusts & Estates
Jobleads-US
Willkie Farr & Gallagher LLP in New York seeks a Senior Paralegal Specialist to support the Private Wealth Department, handling multi-million dollar trusts and estates for high-wealth clients and supervising junior paralegals.
The role requires discretion, exceptional client service, and collaboration with attorneys and advisors, with opportunities for professional growth in a leading international law firm offering a hybrid in-office schedule.
#J-18808-Ljbffr Jobleads-US$200k - $215k
...Willkie Farr & Gallagher LLP is looking for a Senior Paralegal Specialist to support our Private Wealth Department. Willkie is an elite international law... ...wealth, high-profile clients on multi-million dollar trusts & estates and probate matters. The successful candidate...SeniorPrivateWork at office3 days per week$120k - $140k
...Work directly with senior attorneys on sophisticated estate, gift, GST, and wealth-transfer planning for... ...involving irrevocable trusts, advanced gifting strategies... ...or Estate Planning paralegal experience, including... ...Work on sophisticated private-client matters in a smaller...SeniorRemote job- ...enabled product transformation within the Trusts & Estates business. This is an individual... ..., Technology, Data/AI teams, and senior business stakeholders. The successful... ...Preferred QualificationsExperience in wealth management, private banking, fiduciary, trust...SeniorPrivate
$108k - $113k
...number of files under management. The Senior Manager, Trust & Estates, will play a critical role in... ...of experience as a Trust & Estate paralegal, or working within the Trust & Estates... ...department (or the equivalent, i.e. Private Wealth) of a law firm, requiredExperience...SeniorPrivateFull timeWork experience placementWork at officeRemote workWork from homeFlexible hours1 day per week$250k
...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview Dynamic... ..., Hybrid. Independently owned, non-private equity backed RIA focused on internal... ...providing strategic asset allocation, estate, tax and financial planning, retirement...SeniorPrivateFull timeWork at office- The J.P. Morgan Private Bank offers individuals and families personalized... ..., capital markets, trusts & estates, and banking capabilities. For... ...for overseeing a senior team of trust professionals... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...Private
- ...25M Series A changing how wealth management, tax, and estate planning teams work. Hiring... ..., work directly with senior leadership, and have a real... ...native infrastructure for the private client services market,... ...managers, private banks, trust companies, tax advisors, and...SeniorPrivateFull time
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...will possess the credibility to cultivate trusting relationships with established clients and with...SeniorPrivateFull time$150k - $200k
...expertise to a new asset class: as a Senior Investment Advisor at... ...Responsibilities Serve as a trusted advisor to investors, delivering... ...primarily from traditional wealth management backgrounds. Senior... ...financial advisor, wealth advisor, private client advisor), wealth...SeniorPrivateFull time- ...We're partnered with a leading global wealth management firm dedicated to serving high... ...specialist resources. About the Role: As a Private Wealth Advisor, you'll manage and grow... ...Partner with in-house lending, banking, trust, estate, and capital markets specialists to...SeniorPrivateFull time
$54.35 - $66.67 per hour
...Ascension Global Staffing & Executive Search is seeking a Trust & Estate Paralegal for its client's New York office. Position summary Under... ...and responsibilities Administer trust accounts for the wealth preservation practice group Manage bookkeeping, distributions...Hourly payWork at officeFlexible hours$90k - $110k
Who You’ll Work With:Bernstein Senior Administrative Associates are... ...client service professionals and trusted business partners who work closely with Senior Executives, Wealth Advisors, and cross‑functional... ...priorities across the Private Wealth Management Platform. This...SeniorPrivateFull timeWork at officeFlexible hours$87.5k - $120k
...Senior Paralegal At Chanel, we are focused on creating an inclusive culture that nurtures personal... ..., and compliance. You will serve as a trusted partner to attorneys and cross-... ...Parking Additional Information: Chanel is a private company whose values are grounded in creating...SeniorPrivateTemporary workWork at officeRemote workFlexible hours$200k
...Job Description Trust & Estates Tax Principal – Private Client \n New York, NY | Hybrid | $200K–$500K \... ...Client practice. \n \n This is a senior technical and client-facing position... ...HNW and UHNW families on estate and wealth-transfer matters \n Provide...Private practiceWork at office$120k - $150k
...please visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-based...SeniorPrivateFull timeRemote workShift work2 days per week$225k - $250k
...Senior Wealth Planner Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised... ...wealth planners, tax advisors, estate attorneys, and other experts – who... ...partners including portfolio managers, trust services, legal counsel, accountants...SeniorPrivateWork at officeLocal area- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing customized financial planning and wealth management advice to clients and working collaboratively with the client service team....SeniorPrivate
- Our client, a prominent AmLaw 100 firm in New York City, seeks an Associate Attorney for the Private Client Services Practice Group to handle complex trust and estate matters for high-net-worth individuals. Hybrid work environment available and strong professional development...SeniorPrivate practice
$91.1k - $150.2k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the... ...facets of hedge fund, private equity fund and mutual... ...and tax compliance.As a Senior in Tax Compliance, you...SeniorPrivateSummer holidayLocal areaImmediate startFlexible hours- ...leading multi-family office is seeking a Senior Tax Associate to join its tax team.... ...worth families, with a strong emphasis on trusts and estates. Responsibilities Prepare and... ...estate, partnership, S corporation, and private foundation Prepare quarterly income...SeniorPrivateFull timeWork at office
- ...Our client, a global top-10 sovereign wealth fund , is looking to hire multiple individuals... ..., and portfolio management, supporting senior management while taking ownership of key... ...materials Support execution of both private and public market transactions, including...SeniorPrivateFull time
- ...Our client is a growing RIA within an established CPA and tax planning firm. We are seeking a Private Wealth Advisor to help drive continued growth of the firm's wealth management practice. This is a business development and client acquisition role with a significant...SeniorPrivateFull time
$225k - $300k
...for Brookfield’s various private funds and Affiliate... ...Position Summary: The Senior Vice President will join... ...heavy emphasis on private wealth investors and an... ...across Brookfield (Real Estate, Infrastructure and Investment... ...ability to earn the trust of portfolio managers that...SeniorPrivateTemporary workLocal areaImmediate start$80k - $100k
...Job Description Trusts & Estates Paralegal Location: Hauppauge, NY (Fully On-Site) Compensation: $80,000 - $100,000 DOE About the Opportunity A well-established law firm in Hauppauge is seeking an experienced Trusts & Estates Paralegal to join its growing practice. This...Full timeWork at office$90k - $120k
...Our client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the attorneys in handling the administration of estates and trusts. The candidate will play a crucial role in providing support for...$200k - $220k
...a highly regarded New York law firm seeking a Trusts & Estates Associate to join its sophisticated private client practice. Anticipated compensation is $200K... ...sophisticated matters, including: • Estate and wealth transfer planning • Trust and estate administration...Full timePrivate practiceWork at office3 days per week- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration to join our team. This role involves working directly with clients and families through the estate planning or probate and trust...Work at office
- J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to...Senior
- ...Mahler Private Staffing seeks a highly capable Chief of Staff for Estate & Personal Operations to serve as a trusted right hand and general manager across private, household, financial,... ...matters. The role requires 10+ years in senior executive support or related private-...SeniorPrivate
- ...Latham & Watkins is seeking an Investment Funds Senior Paralegal in New York to support private investment fund formations, closings, and related transactions. You will coordinate documentation, investor admissions, and approvals, while collaborating with attorneys and...SeniorPrivateWork at office
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