Current jobs related to Private Wealth Attorney - West Palm Beach - Ascension Global Staffing & Executive Search

  • Private Wealth Services Legal Administrative Assistant

    2 months ago

    West Palm Beach, United States Gunster Law Firm Full time

    Job DescriptionJob DescriptionGunster seeks a PWS Legal Administrative Assistant in its West Palm Beach office to schedule meetings and provide legal administrative support to private wealth attorneys including document editing and execution, calendar management, time entry, client billing and reimbursements. The ideal candidate must be a team player, will...

  • Private Wealth Relationship Specialist

    7 days ago

    West Palm Beach, Florida, United States Regions Bank Full time

    Job SummaryRegions Bank is seeking a Private Wealth Relationship Specialist to join our team. As a key member of our Private Wealth management team, you will be responsible for delivering exceptional service to our affluent clients, providing support for sales efforts, and ensuring seamless execution of day-to-day transactions.Key ResponsibilitiesFacilitate...

  • Wealth Management Attorney

    3 weeks ago

    Virginia Beach, Virginia, United States Jobot Full time

    Job Title: Estate Planning AttorneyAbout Jobot:At Jobot, we prioritize kindness, transparency, and collaboration. Our mission is to enhance global employment opportunities through our innovative programs.Why Work with Us?We are excited to announce an opening for a full-time Estate Planning Attorney to become part of our dedicated team. This position offers a...

  • Wealth Management Attorney

    3 weeks ago

    Newport Beach, United States Jobot Full time

    Job OverviewLeading Southern California law firm specializing in comprehensive legal services for both transactional and litigation matters across various practice areas. This position requires onsite presence.Salary Range: $125,000 - $175,000 annuallyAbout the Firm:We are a prominent law firm in Southern California dedicated to addressing both transactional...

  • UHNW Private Banker

    1 week ago

    West Palm Beach, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled Private Banker to join our team. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering quality private banking services.Key ResponsibilitiesNew Client and Business DevelopmentGrow client net revenue...

  • UHNW Private Banker

    6 days ago

    West Palm Beach, Florida, United States Citigroup Inc Full time

    Job SummaryCiti is seeking a highly skilled Private Banker to join our team in West Palm Beach, Florida. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering exceptional client service.Key ResponsibilitiesGrow client net revenue annually in core product...

  • Tax Director

    2 hours ago

    Newport Beach, United States Grant Thornton Full time

    About the RoleWe are seeking a highly skilled Tax Director to lead our Private Wealth Services team. As a key member of our team, you will be responsible for providing tax planning and consulting services to our high net worth clients, including estate, wills and trusts taxation, and individual income taxes.You will work closely with clients' other advisers,...

  • UHNW Private Banker

    5 days ago

    West Palm Beach, Florida, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled Private Banker to join our team at Citigroup Inc. As a Private Banker, you will be responsible for developing and deepening client relationships, creating tailored wealth management strategies, and delivering exceptional client service.Key ResponsibilitiesGrow client net revenue annually in core product areas:...

  • Estate Planning Attorney

    1 week ago

    Virginia Beach, Virginia, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will have the opportunity to work with a diverse client base, providing comprehensive advice on estate planning, wills, trusts, and property law.Key ResponsibilitiesDrafting, reviewing, and amending estate planning documents,...

  • Personal Injury Attorney | Advocate for Justice

    3 weeks ago

    West Palm Beach, Florida, United States Mission Recruiting Full time

    Job OverviewWe are seeking a dedicated Personal Injury Attorney to represent clients in litigation matters. This role is essential for those who are passionate about advocating for individuals who have suffered injuries.About Our Firm:Our law firm has a long-standing reputation for excellence, with a commitment to securing justice for injured parties. With a...

  • Family Office Professional

    2 weeks ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices across the country.Job SummaryWe are seeking a highly motivated and detail-oriented Family Office Professional to join our team. As a Family Office...

  • Client Service Representative

    3 weeks ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices located across the country.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client...

  • Family Office Associate

    2 weeks ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform that serves high-net-worth individuals and families. We provide personalized services to help our clients achieve their financial goals and preserve their wealth for future generations.Job SummaryWe are seeking a highly skilled and motivated Family Office...

  • Private Banker

    18 hours ago

    Palm Beach, Florida, United States CIBC Full time

    About the RoleWe are seeking a highly skilled Private Banker to join our team at CIBC. As a Private Banker, you will be responsible for cultivating new and servicing existing bank relationships, providing efficient delivery of credit and other bank services.Key ResponsibilitiesEstablish new private banking lending and deposit relationships.Support all...

  • Client Service Specialist

    7 days ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    Client Service SpecialistCorient Private Wealth LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.ResponsibilitiesProvide personalized service to...

  • Litigation Attorney

    1 month ago

    Palm Beach Gardens, United States Mathison Whittles, LLP Full time

    Company DescriptionMathison Whittles, LLP is a full service law firm located in Palm Beach Gardens, FL. The firm was founded by Steve Mathison and John Whittles, who bring a wealth of experience in both transactional and litigation legal services. With a focus on client-centered relationships, Mathison Whittles, LLP offers the expertise of a big firm with...

  • Legal Support Coordinator

    3 weeks ago

    West Palm Beach, Florida, United States Gunster Full time

    Position OverviewGunster is currently in search of a Legal Support Coordinator to join our team. This role will be essential in providing comprehensive administrative assistance to our private wealth attorneys. Key Responsibilities:Organizing and scheduling meetings efficiently.Facilitating document preparation, editing, and execution.Managing calendars and...

  • Client Service Specialist

    6 days ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    Client Service SpecialistCorient Private Wealth LLC is seeking a highly skilled Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.ResponsibilitiesProvide personalized service to...

  • Private Client Advisor

    3 weeks ago

    Newport Beach, United States Umpqua Bank Full time

    Wealth Management Newport Beach, California Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based...

  • Private Banker

    3 months ago

    Palm Beach, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Private Wealth Attorney

5 months ago

West Palm Beach, United States Ascension Global Staffing & Executive Search Full time
Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.Ascension Global Staffing & Executive Search is seeking a qualified tax and estate planning attorney with 3 to 6 years of relevant experience to join the firm’s West Palm Beach office. This is an excellent opportunity to join a dynamic team of attorneys in the firm's Private Wealth, Trusts & Estates and Corporate & Tax practice groups.

The ideal candidate will have broad experience in all areas of trusts, estates, guardianship, and transfer taxes. The attorney will represent clients in the administration of trusts and estates and prepare probate pleadings and related legal matters affecting our client. The attorney will work on a wide variety of cases and possess exemplary communication and analytical skills, attention to detail, strong project management experience, and the ability to effectively manage time and handle multiple projects.

Required skills/abilities:
  • Exceptional verbal and written communication skills.
  • Must be highly organized and detail-oriented with a proven ability to meet deadlines.
  • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.
  • Ability to perform tasks utilizing legal office software such as document management and billing software. Experience in Coyote is a plus.
  • Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs).
  • Strong analytical and problem-solving skills.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to maintain confidentiality and exercise discretion and good judgment.
  • Ability to work independently and within a team is essential.
Responsibilities include but are not limited to:
  • Reviewing and analyzing wills and trust agreements, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation, and complex trust/fiduciary legal issues
  • Reviewing and analyzing other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, waivers, etc.
  • Analyzing proposals to modify or terminate trusts in order to assess the legal risks
  • Advocating on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
  • Drafting wills, trusts, power of attorney, and other legal documents
  • Attending court proceedings as needed to represent clients
  • Meeting with attorneys, clients, and other professionals to discuss assigned cases or projects
  • Conducting research on legal issues associated with cases
  • Preparing Florida Probate pleadings and other documents for sophisticated trust and estate administration matters
  • Preparing tax-related memos
  • Reviewing initial drafts of trust and estate-related tax returns, including Forms 706 and 709 prepared by the paralegal
Education and experience:
  • Possess an outstanding academic record with a JD from an ABA-accredited law school.
  • Admitted to and in good standing with the Florida Bar Association.
  • Three (3) to six (6) years of relevant experience.