Senior Private Client Assistant — Trusts & Estates
$75k - $90kJOHNLEONARD
A top national law firm in Boston is seeking a Private Client Assistant. This role requires 5+ years of legal administrative experience, preferably in the Private Client or Estate Planning areas. Responsibilities include managing administrative tasks, supporting attorneys, and ensuring high-quality client service. A competitive salary range of $75K-$90K is offered along with a comprehensive benefits package including health insurance, paid time off, and daily free breakfast. #J-18808-Ljbffr JOHNLEONARD
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well-established New England law firm is... ...Attorney (10+ years) to join its growing private client practice in Boston. This is...SeniorPrivate clientPrivate practice$220k - $250k
...A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary range may be $220,000-$250,000 , depending on a variety of factors. This is an excellent opportunity...Private clientWork at officeRemote work2 days per week$145k - $225k
Jobot is seeking a Trusts & Estates Associate Attorney in Boston, Massachusetts. The role involves managing estate planning matters for high-net-worth individuals, drafting estate documents, and collaborating with attorneys. Candidates should have a minimum of 4 years...Senior$310k - $420k
...Trusts & Estates Senior Associate | Boston Our AmLaw 100 client is hiring a senior associate for its Boston Trusts & Estates practice. The work is sophisticated... ...handle matters that sit at the intersection of private client planning and business strategy. For the...SeniorPrivate clientFull timeWork at office$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...Private clientPrivate practiceRemote work2 days per week- ...inside a nationally recognized firm where private wealth strategy meets the complexity of... ...families navigating both. 5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D... ...transactions Drafting sophisticated trust instruments, estate planning documents, and...SeniorPrivate practice
$98k - $156.8k
Morgan, Lewis & Bockius LLP is seeking an Estate Accountant for their Private Client Group in Boston. This role involves fiduciary accounting tasks, including... .... Strong communication skills and proficiency in trust accounting systems like CCH and GEMS are essential. The...Private client- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth... ...experience, with deep knowledge of complex trusts. Responsibilities include managing client onboarding...SeniorPrivate client
$124.28k - $186.16k
Une grande institution financière à Boston recherche un Senior Trust Advisor pour administrer des comptes de fiducie et établir des relations solides avec les clients. Le candidat idéal aura plus de 7 ans d'expérience dans la gestion de patrimoine, une connaissance approfondie...Senior$110k - $165k
The Private Client Department (PCD) of Day Pitney LLP is seeking a full-time Senior Trust Administrator. The Senior Trust Administrator is responsible... ...knowledge of trusts, estate planning and administration... ...best practices by assisting with development, implementation...SeniorPrivate clientFull timeWork at officeRemote work2 days per week- QED Legal LLP in Braintree, Essex is seeking a Private Client Solicitor with 3+ years of experience to join their well-respected... ...The role involves working with high-net-worth clients on estate planning, trusts, and tax issues, while offering opportunities for professional...Private clientLocal area
$115.44k - $186.16k
TD Bank is seeking a PCS Senior Trust Advisor located in Boston, Massachusetts. The role involves administering complex accounts, developing financial strategies, and maintaining strong client relationships. Candidates should have a bachelor's degree and over seven years...Senior- ## PCS Senior Trust Advisor - Boston, MAApplyremote type: On Sitelocations... ...**Job Description:**The Private Client Services (PCS) Senior Trust... ...accounts, including trusts, estates, personal retirement and agency... ...any necessary changes and assists with plan implementation as...SeniorPrivate clientWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Trust & Estates Executive Assistant provides high-level administrative support and serves as a right-hand to the attorneys in the management of... ...-hand to the attorneys in the administration of their Private Client practices and the service of their clients; develop and...Private clientCasual workPrivate practice
$100k - $170k
Jobot is seeking a skilled Permanent Tax Manager (HNW) in Boston, MA, to manage tax compliance for high net worth clients. The role requires a Bachelor's degree in Accounting or Finance, and a minimum of 5 years of relevant experience. Responsibilities include providing...SeniorPermanent employmentFlexible hours$119.6k - $178.88k
...TD) is seeking a Wealth Strategist located in Boston, Massachusetts. This role focuses on financial, trust, and estate planning services, promoting an exceptional client experience while supporting the TD Wealth team. Candidates should have a Bachelor's degree, at least...Senior$124.28k - $186.16k
TD Bank Group (TD) in Boston, Massachusetts, seeks a Senior Trust Advisor to manage assigned accounts including trusts and estates. This role involves developing comprehensive financial plans, maintaining strong client relationships, and achieving sales goals. The ideal...Senior- A legal services firm in Boston is seeking a Trust & Estates Executive Assistant to provide high-level administrative support to attorneys. The ideal... ...' calendars, drafting legal documents, and providing client service. This role requires excellent organizational and...Senior
- EisnerAmper LLP in Westwood, MA is seeking a Senior Tax Manager for its Private Client Services practice. This role involves tax compliance and consulting for high-net-worth individuals, including preparing and reviewing tax returns and advising on tax planning. The ideal...SeniorPrivate clientPrivate practice
$140k - $190k
...Trusts & Estates Attorney | Hybrid | $140K–$190K | Mid-Size Boston Firm Distinct Recruitment are working with a highly respected mid-size... ...administration matters , often involving high-net-worth clients , in an environment that offers both mentorship and autonomy...- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships... ...Join a dynamic team that focuses on delivering tailored solutions and fostering client trust. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorPrivate client
- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support... ...relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with...SeniorPrivate clientWork at office
- ...patrimoine TD**Job Description:**The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency... ...and makes any necessary changes and assists with plan implementation as appropriate...SeniorPrivate clientWork experience placementWork at office
$180k - $220k
Jobot, a leading Boston law firm, seeks an experienced Trusts & Estates Attorney specializing in estate, tax, and business succession planning for high-net-worth clients. The role requires at least 5 years of relevant experience, with responsibilities including drafting...$115k - $125k
...benefits. The ideal candidate will have 3-5 years of experience in Trusts & Estates law, hands-on experience drafting estate planning documents,... ...obtain it. Responsibilities include advising high-net-worth clients, handling probate matters, and supporting general business...- ...law firm in Boston is seeking an associate to join its growing Private Client Services group. This is an opportunity to work closely with individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies in a highly collaborative...Private clientPrivate practice
- ...planning and advising of clients that include high-net-... ...families, as well as private entities (C-Corp, S-Corp, Partnerships, and Trusts) delivering proactive and... ...Review complex estate (Form 706), gift (Form... ...in your future Tuition Assistance + CPA Exam/Prep Support...SeniorPrivate clientWork experience placement
- ...Description What we're looking for: We need a senior legal administrative or executive assistant with 8–10 years of experience supporting... ...attorneys or senior professionals, ideally within a Private Client or Trusts & Estates practice. You should be comfortable managing...Private clientWork at office
$115k - $125k
...ROLE IS FOR This Is For a Dedicated T&E Attorney Who Wants Real Client Contact, Substantive Responsibility, And a Clear Path To... ...Respected Firm. Candidates Must Have 3-5 years of dedicated Trust & Estates experience Have hands-on experience drafting the full range...Full timeRelocation- My client, a top-20 national CPA firm is seeking a Tax Senior Manager for their Private Client Services practice. The position can be located... ..., partnerships, trusts, estates, fiduciary, and foundations... ...correspondence and audits Assisting with interim tax projections...SeniorPrivate clientInterim rolePrivate practice
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