Associate Estate Trust Officer - Charlotte

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+Job summary · The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. · +ResponsibilitiesProvide day-to-day support to the Trust Officer. · Assist with completing documents and ...

A highly respected, large law firm with an outstanding reputation is seeking an experienced Estate Planning Attorney to join its Charlotte office. · ...

We are actively recruiting mid-level Private Client / Trusts & Estates Associates for multiple law firm clients across key U.S. markets. · ...

This is an ONSITE position based in Charlotte, NC. The Administrative Specialist III will enable you to have a Tier 4 Public Trust Background investigation. · ...

The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. · This position requires appro ...

Job summary · Our client is expanding its U.S. Investment Banking team in Charlotte with a strategic new hire. · Deliver full 360 recruitment services across M&A and Investment Banking roles · Develop new client relationships across U.S. banking hotspots · ...

A highly respected, well-established regional wealth management firm is seeking a polished and experienced Executive Assistant with wealth management industry knowledge to support a Managing Director serving ultra-high-net-worth individuals, families, and complex trust relationsh ...

This role serves as receptionist and scheduler for a wealth management firm with over · 800 client families.The Assistant Office Manager offers a warm and professional welcome to clients when they enter · the office and when they contact the firm by phone. · ...

We are seeking an experienced Legal Billing Coordinator to join our team. This role is responsible for firm billing of assigned clients within the Firm's billing team. · Preferred experience in accounting and proficiency in Aderant, BillBlast or E-Billing HubPrevious success in a ...

We are seeking an experienced Estate Planning Paralegal to join an established trusts and estates boutique law firm located in the SouthPark neighborhood of Charlotte, · NC.This role offers flexibility,long-term growth,and the opportunity to work alongside a seasoned team handlin ...

We are currently seeking an enthusiastic and motivated individual to immediately fill the position of Front Office/Customer Service. · Answer and direct incoming phone calls and be responsible for booking appointments. · Manage designers' appointment calendars in CRM. · Greet vis ...

Full-time Business Development Specialist role at Brightway Insurance in Charlotte NC. Responsible for generating new leads conducting market research and identifying business growth opportunities. Strong analytical communication skills required with experience in lead generation ...

Builtech Services is seeking a Project Engineer to join their team in Charlotte. · Distribute new or updated drawings and specifications. · Research drawing interpretations, problems, conflicts, interferences and errors. · Research, transmit and monitor RFI's. · ...

This position is ideal for a licensed professional who thrives in a detail-driven, relationship-centric setting and takes pride in delivering exceptional service to discerning clients. · ...

Builtech is currently seeking a Project Manager ready to join our fast-paced and team-oriented environment. · ...

This is an ONSITE position based in Charlotte, NC. Key Responsibilities May greet and check-in applicants. Verify identity of applicant and confirm that applicant has required documents to complete transactions. · Maintain accessible, up to date written information on program req ...

VanDyk Mortgage is seeking a strategic Growth Marketing Lead to oversee its highest-level marketing programs and lead marketing onboarding for newly hired loan officers. · ...

This senior financial analyst role is for a mission-driven organization operating in the dispute resolution and legal services sector. The team plays a critical role in relieving pressure on the U.S. court system by providing fair, efficient alternatives to litigation. · ...

The Tax Manager in the High Net Worth practice oversees tax planning and compliance for individuals and trusts while managing staff assignments reviewing work and ensuring accuracy adherence to tax regulations. This role involves engagement management team leadership business dev ...