Estate Planning Associate
4 weeks ago
We are seeking an Estate Planning Associate to join our dynamic team. As an Estate Planning Associate, you will consult with Partners, team members, and clients to develop comprehensive estate plans tailored to unique needs and objectives. Your responsibilities will include participation in client meetings, analyzing wills, trusts, and other estate planning documents, and providing guidance on tax implications and asset protection strategies. Additionally, you will advise clients on beneficiary designations, healthcare directives, and powers of attorney to ensure their wishes are accurately documented and legally enforceable. The ideal candidate will possess strong analytical skills, attention to detail, and a deep understanding of estate planning laws and regulations. If you are a dedicated professional with a passion for helping clients secure their legacies, we encourage you to apply for this rewarding opportunity.
Essential Responsibilities
Provides expertise and guidance to Partner teams and clients regarding complex estate plans
Reviews estate plan documents; provides guidance on suggested updates and process for implementation
Remains updated on changes in estate planning laws, tax codes, and regulations, and conduct legal research to ensure compliance and provide informed advice to Partner teams and their clients
Provides education for clients who do not have an estate plan to prepare them for discussions with their Counsel
Maintains strict confidentiality regarding clients’ personal and financial information, adhering to ethical and professional standards at all times
Ensures accurate and organized documentation of all client interactions and communications, maintaining detailed records for compliance and future reference
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Family Office Client Service Manager
3 weeks ago
Clayton, Missouri, United States Moneta Full timeJob Description The Family Office Client Service Manager supports Advisors and Partners in the delivery of comprehensive financial services to team clients. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. In addition, Client...
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Bilingual Marketing Specialist
5 days ago
Missouri City, United States GPI Real Estate Management Full timeJob DescriptionJob DescriptionWe are looking for a Marketing Specialist to join our team in our Houston office. The Marketing Specialist will create and distribute positive branding messages and collateral for the company's products and services.The ideal person for this position has a dynamic personality and is passionate about sales and marketing. This...
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Attorney
4 weeks ago
Clayton, United States Sherry Hurst Legal Recruiting Full timeA Clayton law firm has an opportunity in their business, commercial and real estate litigation practice group for an attorney with at least two years of experience in all phases of litigation defense. Open to associates at all levels and/or partners with a book of business.Attention to detail and a strong work ethic are key attributes for this position.The...
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Attorney
1 month ago
Clayton, United States Sherry Hurst Legal Recruiting Full timeA Clayton law firm has an opportunity in their business, commercial and real estate litigation practice group for an attorney with at least two years of experience in all phases of litigation defense. Open to associates at all levels and/or partners with a book of business.Attention to detail and a strong work ethic are key attributes for this position.The...
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Sr Associate Research Scientist II
2 weeks ago
Clayton, United States TalentBurst, Inc. Full timeIndustry: Medical Practice Position: Sr Associate Research Scientist II Location: Clayton, NC - 27520 Duration: 12 Months Contract with chances of extension Overview: The incumbent will provide technical and scientific expertise in the research and development of plasma derived or recombinant proteins or in support of the manufacture of plasma...
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Senior Manager, Financial Planning and Analysis
3 weeks ago
Saint Louis County, Missouri, United States Core and Main Full timeCompany Overview: About Core & Main Based in St. Louis, Core & Main is a leading distributor of water, sewer, storm drain and fire protection products in the United States. Operating approximately 320 branches nationwide, the company combines local expertise with a national supply chain to provide contractors and municipalities innovative solutions for new...
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Supervisor Loan Operations
2 weeks ago
Clayton, United States First Citizens Bank Full timeOverview: The Supervisor, Loan Operations position supervises and coordinates daily operations of Consumer Loan Servicing within the General Bank Loan Operations group. Ensures delegation and completion of duties, adequate staffing, and quality of service. Manages associate performance in a high-volume, time-sensitive environment including ensuring all SLAs...
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Accountant
4 weeks ago
St. Louis, Missouri, United States Ascent LLC. Full timeJob Description Assist Property Managers with development of annual budgets for operating and capital expenses. Forecast management plans and prepare monthly accounting reports such as income statements and balance sheets, explaining variances. Review and reconcile tenant rent and Common Area Maintenance (CAM), Insurance and Real Estate Tax recovery...
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Warehouse Associate 2
4 weeks ago
Berkeley, Missouri, United States Aspen Technical Staffing, Inc Full timeWarehouse Associate Berkeley, MO. Assist in performing daily operations for warehouse facility including material shipping, receiving and handling, inventory maintenance and control, filing of field requisitions, issuance of material, tools, equipment and fleet with significant interaction with construction teams and office personnel. Safely move...
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Client Associate
2 weeks ago
Springfield, Missouri, United States Gallagher Full timeAbout Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential,...
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Systems Engineer III
6 days ago
Clayton, United States First Citizens Bank Full timeOverview: This position is responsible for planning and project management, complex problem resolution, and advanced production support for the Bank's systems infrastructure. Provides expert guidance and mentorship on system technical support, maintenance, and enhancement. Leads the administration of software and hardware that supports customer sales and...
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Audit Associate
4 weeks ago
St. Louis, Missouri, United States Hire Resolve Full timeHire Resolve, a renowned accounting firm, is currently seeking a highly motivated and detail-oriented Audit Associate. This role offers an exciting opportunity to work in a dynamic environment, performing financial audits and providing valuable insights to clients. As an Audit Associate at Hire Resolve, you will be responsible for conducting financial...
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Branch Manager
2 weeks ago
Clayton, United States South State Full time** Branch Manager - Clayton, GA** **Job Category****:** Branch Manager **Requisition Number****:** BRANC007978 Showing 1 location **Job Details** **Description** **SUMMARY/OBJECTIVES** The Branch Manager has the responsibility for leading and coaching the branch team as well as overseeing the administration and coordination of sales and service activities of...
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Systems Engineer III
4 days ago
Clayton, United States First Citizens Bank Full timeOverview: This position is responsible for planning and project management, complex problem resolution, and advanced production support for the Bank's systems infrastructure. Provides expert guidance and mentorship on system technical support, maintenance, and enhancement. Leads the administration of software and hardware that supports customer sales and...
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Associate Director, Client
2 weeks ago
Chesterfield, Missouri, United States EVERSANA Full timeJob Description THE POSITION: A key aspect of EVERSANA is Client Delight. We own every client experience and its impact on results. We are strategic in nature, forward-thinking and we work with clients to not only meet the needs and challenges they experience but exceed their expectations by delivering results. The Associate Director, Patient...
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Economic Development Manager
1 week ago
Missouri City, United States City of Missouri City (TX) Full timeDefinition This is a full-time position in the City's Economic Development. An individual in this position performs a variety of professional administrative functions related to Economic Development including coordinating a pro-active development engagement initiative. Directs and manages economic development activities including the management of...
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Resp Therapist Reg Sup
1 week ago
Clayton, United States WakeMed Full timeJob DescriptionAbout WakeMed:Position Information:The Respiratory Therapist in the Respiratory Care Services department encompasses responsibility for administering respiratory care within the scope their scope of practice under a physician's order including but not limited to all types of oxygen therapy aerosol therapy advanced airway management arterial...
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Resp Therapist Reg Sup
1 week ago
Clayton, United States WakeMed Full timeJob DescriptionAbout WakeMed:Position Information:The Respiratory Therapist in the Respiratory Care Services department encompasses responsibility for administering respiratory care within the scope their scope of practice under a physician's order including but not limited to all types of oxygen therapy aerosol therapy advanced airway management...
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Respiratory Therapist-Adult
1 week ago
Clayton, United States WakeMed Full timeJob DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The...
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Senior Accountant, Tax
1 month ago
Clayton, United States Wipfli Full timeAt Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We’re also focused on helping you achieve success with balance. From hybrid schedules and...