Jobs
>
Fort Lauderdale

    Private Wealth Services - Fort Lauderdale, United States - Ascension Global Staffing & Executive Search

    Ascension Global Staffing & Executive Search
    Ascension Global Staffing & Executive Search Fort Lauderdale, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job 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.

    Our top Am Law 100 client, a global law firm, currently has an excellent full-time employment opportunity in the Private Wealth Services (aka Trust & Estates) Department of their Fort Lauderdale office. They offer competitive compensation and an excellent benefits package.

    Position Summary

    The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations, but there will be opportunities to assist attorneys with drafting of various estate planning instruments. Must perform in an organized, efficient manner, and be willing to support the department with high level paralegal work and special projects as needed. Candidate should also be flexible to work overtime as needed.

    Duties & Responsibilities

    • Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents).
    • Filing probate documents with courts throughout the State of Florida and managing dockets.
    • Marshaling and obtaining values of estate assets.
    • Assisting in the preparation of federal estate and, less frequently, gift tax returns.

      Skills & Competencies
    • The successful candidate will be a team player with a positive attitude who is able to maintain a consistently high standard of service.
    • Must be a self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented.
    • The ideal candidate will have exemplary organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment.

      Qualifications
    • Bachelor's Degree preferred.
    • Paralegal certification required.
    • Minimum of five (5) years of experience in a medium to large size law firm.
    • Must be able to independently, with attorney oversight, handle all aspects of estate and trust administration.
    • Experience in estate and gift tax preparation preferred, but not required.
    • Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required.
  • Fifth Third

    Sr. Client Service Associate, Wealth

    2 weeks ago

    Fifth Third Fort Lauderdale, United States

    Sr. Client Service Associate, Wealth & Asset Management page is loaded · Sr. Client Service Associate, Wealth & Asset Management · Apply · locations · Fort Lauderdale, FL · Boca Raton, FL · time type · Full time · posted on · Posted Yesterday · job requisition id · R48 ...

  • Fifth Third

    Sr. Client Service Associate, Wealth

    1 day ago

    Fifth Third Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their ...

  • Fifth Third

    Sr. Client Service Associate, Wealth

    4 weeks ago

    Fifth Third Fort Lauderdale, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their b ...

  • Principal Financial Services, Inc.

    Wealth Service Associate

    2 weeks ago

    Principal Financial Services, Inc. Doral, United States

    What You'll Do · We're looking for a · Wealth Service Associate · to join our Principal Asset Management team This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs of our financial advisors. You'll have immediate impact on helping to e ...

  • Principal Financial Group

    Wealth Service Associate

    2 weeks ago

    Principal Financial Group Doral, United States

    What You'll Do · We're looking for a · Wealth Service Associate · to join our Principal Asset Management team This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs of our financial advisors. You'll have immediate impact on helping to ex ...

  • Fifth Third Bank, N.A.

    Sr. Client Service Associate, Wealth

    3 weeks ago

    Fifth Third Bank, N.A. Boca Raton, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their ba ...

  • Fifth Third

    Sr. Client Service Associate, Wealth

    1 week ago

    Fifth Third Boca Raton, United States

    Supports the Private Banker and interacts directly with existing clients to meet their basic banking needs. Builds effective relationships with Private Banking team to enhance the client experience. Responsible and accountable for risk by openly exch Client Service, Associate, We ...

  • Fifth Third

    Sr. Client Service Associate, Wealth

    3 weeks ago

    Fifth Third Boca Raton, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their ...

  • Fifth Third

    Sr. Client Service Associate, Wealth

    2 weeks ago

    Fifth Third Boca Raton, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their b ...

  • Alera Group, Inc.

    Director of Operations, Wealth Services and Retirement Plan Services

    1 week ago

    Alera Group, Inc. Deerfield, United States

    OVERVIEW · We are seeking a Director of Operations, Wealth Services and Retirement Plan Services with a deep background in the Financial Services industry to join our team. This is a hybrid role working 2 days a week out of the Deerfield office. · This role reports to the Chief O ...

  • Alera Group, Inc.

    Director of Operations, Wealth Services and Retirement Plan Services

    2 weeks ago

    Alera Group, Inc. Deerfield, United States

    Overview: · We are seeking a Director of Operations, Wealth Services and Retirement Plan Services with a deep background in the Financial Services industry to join our team. This is a hybrid role working 2 days a week out of the Deerfield office. · This role reports to the Chie ...

  • U.S. Bank

    PWM Private Wealth Advisor

    2 weeks ago

    U.S. Bank Fort Lauderdale, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • New York Life - Fort Lauderdale

    Financial Planning Consultant

    5 days ago

    New York Life - Fort Lauderdale Fort Lauderdale, United States

    Are you an experienced Financial Planning Consultant who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of ...

  • Synovus Financial

    Wholesale Middle Market Relationship Manager

    3 weeks ago

    Synovus Financial Fort Lauderdale, United States Full time

    Job Description · Job Summary · As a senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers having $35MM to $500MM in revenue. Serves as a trusted financial partner by providing customers w ...

  • Cherry Bekaert LLP

    Tax Senior

    5 days ago

    Cherry Bekaert LLP Fort Lauderdale, United States Full time

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Senior supporting our Coral Gables or Fort Lauderdale location, you will serve a variety ...

  • Cherry Bekaert LLP

    Partner – Real Estate, Construction, Hospitality

    2 weeks ago

    Cherry Bekaert LLP Fort Lauderdale, United States Full time

    Ranked among the largest assurance, tax and advisory firms in the , Cherry Bekaert has been providing superior tax, audit, and advisory solutions across the globe for + years. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market. · As our f ...

  • Infoblox

    Senior Enterprise Account Executive

    2 weeks ago

    Infoblox Fort Lauderdale, United States Full time

    Description · It's an exciting time to be at Infoblox. Named a Top 25 Cyber Security Company by The Software Report and one of Inc. magazine's Best Workplaces for 2020, Infoblox is the leader in cloud-first networking and security services. Our solutions empower organizations to ...

  • Synovus Financial

    Universal Banker Travel

    4 days ago

    Synovus Financial Fort Lauderdale, United States Full time

    Job Description · Job Summary · Serves as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to proce ...

  • 00002 Citibank, N.A.

    Senior Cloud SecOps Azure/M365 Analyst, VP

    4 weeks ago

    00002 Citibank, N.A. Fort Lauderdale, United States Full time

    About Citi: · Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services ...

  • First Citizens Bank

    Private Banker

    2 weeks ago

    First Citizens Bank Fort Lauderdale, United States

    Overview: · Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth ...