High-Net-Worth Estate Planning Paralegal — Growth & Benefits
$70k - $90kWalrath Recruiting
A legal recruiting agency is seeking a High-Net-Worth Estate Planning Paralegal to oversee clients' estate plans in Latham, NY. The ideal candidate will have a Bachelor's degree and over 3 years of specific experience in estate planning. Responsibilities include managing clients' estate documents, maintaining confidentiality, and ensuring effective communication with clients. Benefits include health, dental, vision, and 401K. This full-time permanent position offers a salary range of $70,000 to $90,000. #J-18808-Ljbffr Walrath Recruiting
$70k - $90k
Job Details Salary: $70,000 - $90,000 Job Title: High-Net-Worth Estate Planning Paralegal Job #: 5801 Location: Latham, NY Category: Legal Position Type... ...to maintain a high level of confidentiality. Hours & Benefits M-F 8-5 PTO Health, Dental, & Vision 401K For more...High net worthPermanent employmentFull timeWork at officeImmediate start$80k - $250k
...Estate Settlement Services Advisor Are... ...Management is seeking a highly skilled and... ...empower ultra-high net worth clients and their... ...provide financial planning, investment management... ...Management, our growth is driven by a relentless... ...employee benefit planning. The Estate...High net worth- ...We are seeking a detail-oriented and experienced Real Estate Paralegal to support our estate planning practice. This role will focus heavily on the... ...documents for client execution. The ideal candidate is highly organized, proactive, and comfortable handling both real...SuggestedLocal area
$33.34 - $43.59 per hour
...motivated self-starter? Do you have paralegal experience? Are you excited... ...than 165 years? The Trusts & Estates Team at Harris Beach Murtha... ...with a wide range of estate planning and administration matters.... ...training, promotion, compensation & benefits and termination. It is the...SuggestedWork at officeRemote workFlexible hours$60k - $100k
...Estate Settlement Services Advisor Are... ...key to delivering a high-quality client experience... ...provide financial planning, investment... ...including ultra-high net worth and high net worth... ...Management, our growth is driven by a... ...including employee benefit planning. The Estate...High net worthFull timeTemporary workPart time$55k - $75k
...private equity principals and ultra-high net worth individuals and their families.... ...to address their specific planning needs and manage their financial... ...tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic...High net worthFull timeTemporary workPart timeWork at office$28.85 - $43.27 per hour
.../hour Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking... ...experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer,... ...Whiteman Osterman & Hanna LLP A generous benefit offering package including: Medical...Work at office$60k - $100k
...you interested in estate and trust administration... ...to delivering a high-quality client... ...provide financial planning, investment management... ...ultra‑high net worth and high net worth... ...Wealth Management, our growth is driven by a... ...including employee benefit planning. The Estate...High net worthFull timeTemporary workPart timeWork at office- Whiteman Osterman & Hanna LLP is seeking an Estate Planning and Administration Paralegal in Albany, New York. The successful candidate will assist with estate... ...and a college degree or paralegal certification. Benefits include medical, dental, 401(k), and generous time-off...Work at office
- ...in Albany, New York, is looking for a Trust and Estates Paralegal with at least 1 year of experience. The... ...financial professionals. The company offers a generous benefits package including medical, dental, and a 401(k) plan. #J-18808-Ljbffr Whiteman Osterman & Hanna
$60k - $100k
...sophisticated tax counsel to ultra-high-net-worth individuals. This pivotal... ...and state income, gift, and estate tax law, translating complex... ...emphasis on income tax planning and its intricate interplay... ...employee as of fiscal year‑end. Benefits Goldman Sachs is committed...High net worth$80k - $90k
...wealth management, including planning for retirement, education,... ...responsible for working with high-net worth individuals identifying needs... ...to promote portfolio growth. The Merrill Advisor Development... ...performance against defined metrics. Benefits This role is currently...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift$100k - $110k
...advisor, you will develop a high-quality wealth... ...established book of high-net-worth clients. You will: Partner... ...approach to practice growth always centered on what... ...and financial planning ~ Exceptional people... ...offers an industry-leading benefits package including a top...High net worthWork at officeFlexible hours$60k - $100k
...sophisticated tax counsel to ultra-high-net-worth individuals. This pivotal... ...and state income, gift, and estate tax law, translating complex... ...emphasis on income tax planning and its intricate interplay... ...opportunities and firmwide networks to benefits, wellness and personal...High net worthFull timeTemporary workPart time- A recruiting agency is seeking an Estate Planning Paralegal/Legal Assistant for a full-time, permanent position in Albany, NY. The role involves... .... This opportunity offers a competitive salary and benefits including health, dental, and a 401K. #J-18808-Ljbffr Walrath...Permanent employmentFull time
- ...Paralegal Employment Type: Full-Time, Mid-Level Department... ...CGS brings motivated, highly skilled, and creative... ...professional growth through various learning... ...efforts to foster teamwork, planning and decision making;... ...relations for years to come. Benefits Health, Dental, and...Full timeFor contractorsWork at officeFlexible hours
- ...legal services in real estate transactions; estate planning and administration;... ...Role Full-Time | Growth Opportunity We are seeking a Settlement Paralegal to support our lender... ...qualifications. Why Join Us Full benefits: health, 401(k), PTO... ...documents with a high degree of accuracy....Full timeWork at office
$128k - $268k
...The role involves building relationships, advising on complex planning strategies, and monitoring industry trends. With a salary... ...skills. Candidates should have extensive experience with ultra-high net worth individuals and strong relationship-building abilities. #J-1...High net worth$55k - $70k
Salary: $55,000 - $70,000 Job Title: Estate Planning Paralegal/ Legal Assistant Job #: 5804 Location: Albany, NY Category: Legal Position Type... ...deadlines. Ability to maintain confidentiality. Hours & Benefits M-F 8:30 AM-5:00 PM PTO Health, Dental, & Vision 401K...Permanent employmentFull timeImmediate start- ...groups offer legal services in real estate transactions; estate planning and administration; business formation... ..., detail-oriented and personable paralegal to join our team. About the Role: The... ...tasks and manage deadlines. High level of professionalism and confidentiality...Work at office
$90.9k - $131.8k
...more than bridges, roads, and rail.As we plan, design, and manage projects that movepeopleand... ...on mentoring staff and nurturing organic growth within a dynamic team environment.... ...agreed number of working hours per week. Benefits Summary: Regular full-time and part-time...Full timeTemporary workPart timeCasual workWork at officeLocal areaRemote workFlexible hours2 days per week$80k - $250k
...most strategic Ultra-High-Net-Worth (UHNW) clients. We are... ...businesses provide financial planning, investment management... ...Management, our growth is driven by a relentless... ...may include tax and estate planning,... ...firmwide networks to benefits, wellness and personal...High net worthFull timeTemporary workPart timeWork at office- ...corporate tax returns to high-level audit... ...corporations, partnerships, estates, and trusts.... .... Advisory & Planning: Assist with strategic... ...and high-net-worth individuals; conduct... ...professional environment. Benefits Comprehensive... ...Opportunities for career growth and advancement...High net worthLocal area
$80k - $250k
...a profound understanding of estate and trust administration, driven... ...Management is seeking a highly skilled and empathetic Estate... ...expertise to empower ultra-high net worth clients and their advisors, ensuring... ...sophisticated estate planning and administration concepts with...High net worth$100k - $110k
...Advisor, you will develop a high-quality wealth... ...established book of high‑net‑worth clients. Responsibilities... ...approach to practice growth — always centered on what... ...and financial planning Exceptional people skills... ...offers an industry‑leading benefits package including a top...High net worthFlexible hours$80k - $90k
...Advisor, you will work with high-net‑worth individuals to identify needs... ...Teams to build portfolio growth. Responsibilities Develop a... ...of specialists to identify planning and investment strategies for... ...termination. Compensation & Benefits Shift: 1st shift (United States...High net worthInterim roleImmediate startShift workDay shift- ...in Wealth Management Solutions, Trust & Estates J.P. Morgan Asset & Wealth... ...management. Its clients include institutions, high-net-worth individuals and retail investors in every... ...remaindermen. Work with remaindermen on any planning issues that may arise. Identify and...High net worth
$80k
...Required Base Comp to $80K | Growth-Focused Advisory Firm |... ...that works with SMB owners and high-net-worth individuals who want more... ...between preparation and the planning opportunities that live inside... ...your growth. • 100% benefits coverage. Employee health insurance...High net worthWork experience placementRemote work- ...our culture, as well as the benefits and responsibilities of being... ...funds, hedge funds, pension plans, sovereign wealth funds, insurance... ...wealth firms, and ultra-high-net-worth individualsachieve their financial... ...environment that fosters growth, diversity, and professional...High net worthApprenticeshipSummer workSummer internship
$100k
...provides the infrastructure needed for continued growth. Tax Director Highlights Tax &... ...Expertise in federal, state, and international tax planning Serve closely held businesses, high-net-worth individuals, and multinational companies Deep...High net worthImmediate start
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