This Jobot Job is hosted by: Arpana Davis Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $140,000 - $295,000 per year A bit about us: We are a Dallas-based firm that provides a comprehensive range of legal services, with a strong emphasis on aiding entrepreneurs and business owners. Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management. They are trusted advisors, integrating legal solutions with their clients' overarching business objectives. The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs. Why join us? Medical/Dental/Vision Life insurance; AD&D Short and long term disability 401k with 3% match Flexible work schedule Performance Bonus incentives Strong mentorship and growth opportunities Paid expenses - Bar dues/CLEs/Bus. Development expenses Volunteer Time Off Paid Holidays Job Details Job Details: Our prestigious law firm is seeking a dynamic, experienced Banking & Finance Attorney to join our team on a permanent basis. The ideal candidate will be a seasoned professional with a strong background in the legal industry, particularly in the banking and finance sector. We are looking for an individual who is ready to handle challenging assignments in a high-stakes, high-reward environment. This position offers a unique opportunity to work on complex transactions, provide strategic advice to our clients, and become a pivotal member of our legal team. Responsibilities: As a Banking & Finance Attorney, you will be expected to: 1. Advise clients on a wide range of banking and finance matters, including lending transactions, financial services regulation, and capital markets. 2. Review, analyze, and interpret banking laws, regulations, and rulings to ensure compliance. 3. Draft, review, and negotiate a variety of banking and finance agreements and contracts. 4. Conduct comprehensive due diligence reviews and risk assessments. 5. Represent clients in negotiations, mediations, arbitrations, and court proceedings. 6. Collaborate with other attorneys and professionals to provide comprehensive legal services to our clients. 7. Stay up-to-date with the latest developments in banking and finance law and bring innovative solutions to complex legal issues. Qualifications: The successful candidate will possess the following qualifications: 1. Juris Doctor (JD) degree from an accredited law school. 2. Admitted to practice law in the state and in good standing. 3. A minimum of 5 years of experience as a Banking & Finance Attorney. 4. Proven experience in conducting thorough legal due diligence. 5. Strong knowledge of banking and finance law, regulations, and industry practices. 6. Excellent negotiation, drafting, and analytical skills. 7. High level of professionalism and integrity. 8. Ability to handle complex legal issues with minimal supervision. 9. Excellent interpersonal skills, with the ability to build strong relationships with clients and team members. 10. Strong written and verbal communication skills, with the ability to explain complex legal issues in a clear and understandable manner. We are looking for a seasoned professional who is ready to take their career to the next level. If you are a self-starter with a passion for banking and finance law, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/16/2026
Full time
This Jobot Job is hosted by: Arpana Davis Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $140,000 - $295,000 per year A bit about us: We are a Dallas-based firm that provides a comprehensive range of legal services, with a strong emphasis on aiding entrepreneurs and business owners. Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management. They are trusted advisors, integrating legal solutions with their clients' overarching business objectives. The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs. Why join us? Medical/Dental/Vision Life insurance; AD&D Short and long term disability 401k with 3% match Flexible work schedule Performance Bonus incentives Strong mentorship and growth opportunities Paid expenses - Bar dues/CLEs/Bus. Development expenses Volunteer Time Off Paid Holidays Job Details Job Details: Our prestigious law firm is seeking a dynamic, experienced Banking & Finance Attorney to join our team on a permanent basis. The ideal candidate will be a seasoned professional with a strong background in the legal industry, particularly in the banking and finance sector. We are looking for an individual who is ready to handle challenging assignments in a high-stakes, high-reward environment. This position offers a unique opportunity to work on complex transactions, provide strategic advice to our clients, and become a pivotal member of our legal team. Responsibilities: As a Banking & Finance Attorney, you will be expected to: 1. Advise clients on a wide range of banking and finance matters, including lending transactions, financial services regulation, and capital markets. 2. Review, analyze, and interpret banking laws, regulations, and rulings to ensure compliance. 3. Draft, review, and negotiate a variety of banking and finance agreements and contracts. 4. Conduct comprehensive due diligence reviews and risk assessments. 5. Represent clients in negotiations, mediations, arbitrations, and court proceedings. 6. Collaborate with other attorneys and professionals to provide comprehensive legal services to our clients. 7. Stay up-to-date with the latest developments in banking and finance law and bring innovative solutions to complex legal issues. Qualifications: The successful candidate will possess the following qualifications: 1. Juris Doctor (JD) degree from an accredited law school. 2. Admitted to practice law in the state and in good standing. 3. A minimum of 5 years of experience as a Banking & Finance Attorney. 4. Proven experience in conducting thorough legal due diligence. 5. Strong knowledge of banking and finance law, regulations, and industry practices. 6. Excellent negotiation, drafting, and analytical skills. 7. High level of professionalism and integrity. 8. Ability to handle complex legal issues with minimal supervision. 9. Excellent interpersonal skills, with the ability to build strong relationships with clients and team members. 10. Strong written and verbal communication skills, with the ability to explain complex legal issues in a clear and understandable manner. We are looking for a seasoned professional who is ready to take their career to the next level. If you are a self-starter with a passion for banking and finance law, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
80+ Person Firm, Strong Tenure, Great Benefits! Room to Grow! This Jobot Job is hosted by: Jeana Patel Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $95,000 - $125,000 per year A bit about us: Welcome! We are a Pittsburgh based law firm. We practice in a wide variety of areas including Banking, Corporate Transactions, Securities, Litigation and Dispute, IP, Employment and Labor, and more. Why join us? Over 25 Years in Business - 80 Employees - 5+ Year Average Tenure! 401k (3% Company Match) Health Insurance Dental & Vision Insurance Life Insurance Year End & Performance Based Bonuses Flexible PTO Job Details Please apply today if you meet the following criteria and are interested in joining a strong team! 2+ Years as an admitted attorney Experience with estate planning for High Net Worth individuals Admitted to PA Bar Preparation of Gift, Inheritance and income tax returns Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
80+ Person Firm, Strong Tenure, Great Benefits! Room to Grow! This Jobot Job is hosted by: Jeana Patel Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $95,000 - $125,000 per year A bit about us: Welcome! We are a Pittsburgh based law firm. We practice in a wide variety of areas including Banking, Corporate Transactions, Securities, Litigation and Dispute, IP, Employment and Labor, and more. Why join us? Over 25 Years in Business - 80 Employees - 5+ Year Average Tenure! 401k (3% Company Match) Health Insurance Dental & Vision Insurance Life Insurance Year End & Performance Based Bonuses Flexible PTO Job Details Please apply today if you meet the following criteria and are interested in joining a strong team! 2+ Years as an admitted attorney Experience with estate planning for High Net Worth individuals Admitted to PA Bar Preparation of Gift, Inheritance and income tax returns Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Onsite in Medina OR Wooster, OH $50-55k annually Trust and Estate This Jobot Job is hosted by: Alizen Rodriguez Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $50,000 - $55,000 per year A bit about us: We are a well-established regional law firm with a long-standing presence in Northeast Ohio, supporting individuals and families with personal legal matters. Our team focuses on delivering thoughtful, detail-oriented service in areas related to long-term planning and asset protection. The firm operates in a collaborative, team-first environment where professionalism, reliability, and strong communication are expected across all roles. Administrative staff play a critical role in ensuring daily operations run smoothly and clients receive a consistent, high-quality experience. Why join us? This is a stable, full-time opportunity with a firm that values consistency, organization, and a positive office culture. You will be part of a team that relies heavily on administrative support to maintain efficiency and client satisfaction. The role offers full benefits, including medical, dental, and vision coverage, as well as disability insurance, life insurance, retirement planning options, and paid time off. If you prefer a structured, in-office environment where expectations are clear and your contributions directly impact client experience, this is a strong fit. Job Details Job Duties & Responsibilities Manage a multi-line phone system, including answering, screening, and directing incoming calls Greet clients and visitors in a professional and welcoming manner Schedule and coordinate appointments, meetings, and attorney calendars Provide administrative support related to legal documentation and client files Assist with preparation, formatting, and proofreading of legal documents and correspondence Maintain organized records and ensure accuracy of client information Handle general office tasks including email management, data entry, and file maintenance Support attorneys and staff with day-to-day operational needs Qualifications High school diploma or equivalent required, Bachelor's degree strongly preferred Prior experience in a receptionist, administrative, or legal support role preferred Strong communication skills and professional demeanor Ability to manage multiple tasks and maintain organization in a fast-paced environment Proficiency in Microsoft Word, Excel, and Outlook Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
Onsite in Medina OR Wooster, OH $50-55k annually Trust and Estate This Jobot Job is hosted by: Alizen Rodriguez Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $50,000 - $55,000 per year A bit about us: We are a well-established regional law firm with a long-standing presence in Northeast Ohio, supporting individuals and families with personal legal matters. Our team focuses on delivering thoughtful, detail-oriented service in areas related to long-term planning and asset protection. The firm operates in a collaborative, team-first environment where professionalism, reliability, and strong communication are expected across all roles. Administrative staff play a critical role in ensuring daily operations run smoothly and clients receive a consistent, high-quality experience. Why join us? This is a stable, full-time opportunity with a firm that values consistency, organization, and a positive office culture. You will be part of a team that relies heavily on administrative support to maintain efficiency and client satisfaction. The role offers full benefits, including medical, dental, and vision coverage, as well as disability insurance, life insurance, retirement planning options, and paid time off. If you prefer a structured, in-office environment where expectations are clear and your contributions directly impact client experience, this is a strong fit. Job Details Job Duties & Responsibilities Manage a multi-line phone system, including answering, screening, and directing incoming calls Greet clients and visitors in a professional and welcoming manner Schedule and coordinate appointments, meetings, and attorney calendars Provide administrative support related to legal documentation and client files Assist with preparation, formatting, and proofreading of legal documents and correspondence Maintain organized records and ensure accuracy of client information Handle general office tasks including email management, data entry, and file maintenance Support attorneys and staff with day-to-day operational needs Qualifications High school diploma or equivalent required, Bachelor's degree strongly preferred Prior experience in a receptionist, administrative, or legal support role preferred Strong communication skills and professional demeanor Ability to manage multiple tasks and maintain organization in a fast-paced environment Proficiency in Microsoft Word, Excel, and Outlook Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Onsite in Medina OR Wooster, OH $50-55k annually Trust and Estate This Jobot Job is hosted by: Alizen Rodriguez Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $50,000 - $55,000 per year A bit about us: We are a well-established regional law firm with a long-standing presence in Northeast Ohio, supporting individuals and families with personal legal matters. Our team focuses on delivering thoughtful, detail-oriented service in areas related to long-term planning and asset protection. The firm operates in a collaborative, team-first environment where professionalism, reliability, and strong communication are expected across all roles. Administrative staff play a critical role in ensuring daily operations run smoothly and clients receive a consistent, high-quality experience. Why join us? This is a stable, full-time opportunity with a firm that values consistency, organization, and a positive office culture. You will be part of a team that relies heavily on administrative support to maintain efficiency and client satisfaction. The role offers full benefits, including medical, dental, and vision coverage, as well as disability insurance, life insurance, retirement planning options, and paid time off. If you prefer a structured, in-office environment where expectations are clear and your contributions directly impact client experience, this is a strong fit. Job Details Job Duties & Responsibilities Manage a multi-line phone system, including answering, screening, and directing incoming calls Greet clients and visitors in a professional and welcoming manner Schedule and coordinate appointments, meetings, and attorney calendars Provide administrative support related to legal documentation and client files Assist with preparation, formatting, and proofreading of legal documents and correspondence Maintain organized records and ensure accuracy of client information Handle general office tasks including email management, data entry, and file maintenance Support attorneys and staff with day-to-day operational needs Qualifications High school diploma or equivalent required, Bachelor's degree strongly preferred Prior experience in a receptionist, administrative, or legal support role preferred Strong communication skills and professional demeanor Ability to manage multiple tasks and maintain organization in a fast-paced environment Proficiency in Microsoft Word, Excel, and Outlook Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
Onsite in Medina OR Wooster, OH $50-55k annually Trust and Estate This Jobot Job is hosted by: Alizen Rodriguez Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $50,000 - $55,000 per year A bit about us: We are a well-established regional law firm with a long-standing presence in Northeast Ohio, supporting individuals and families with personal legal matters. Our team focuses on delivering thoughtful, detail-oriented service in areas related to long-term planning and asset protection. The firm operates in a collaborative, team-first environment where professionalism, reliability, and strong communication are expected across all roles. Administrative staff play a critical role in ensuring daily operations run smoothly and clients receive a consistent, high-quality experience. Why join us? This is a stable, full-time opportunity with a firm that values consistency, organization, and a positive office culture. You will be part of a team that relies heavily on administrative support to maintain efficiency and client satisfaction. The role offers full benefits, including medical, dental, and vision coverage, as well as disability insurance, life insurance, retirement planning options, and paid time off. If you prefer a structured, in-office environment where expectations are clear and your contributions directly impact client experience, this is a strong fit. Job Details Job Duties & Responsibilities Manage a multi-line phone system, including answering, screening, and directing incoming calls Greet clients and visitors in a professional and welcoming manner Schedule and coordinate appointments, meetings, and attorney calendars Provide administrative support related to legal documentation and client files Assist with preparation, formatting, and proofreading of legal documents and correspondence Maintain organized records and ensure accuracy of client information Handle general office tasks including email management, data entry, and file maintenance Support attorneys and staff with day-to-day operational needs Qualifications High school diploma or equivalent required, Bachelor's degree strongly preferred Prior experience in a receptionist, administrative, or legal support role preferred Strong communication skills and professional demeanor Ability to manage multiple tasks and maintain organization in a fast-paced environment Proficiency in Microsoft Word, Excel, and Outlook Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Profit Sharing 401K Health Benefits Hybrid/Remote Flexibility This Jobot Job is hosted by: Jake Vogel Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $55,000 - $65,000 per year A bit about us: We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida. Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients. We believe it is very important to understand the tenets that we follow in our relationships with our clients. These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation. We hold ourselves to the highest standards of our profession. Our goal is to continually demonstrate the Firm's capabilities and experience, and to build and maintain trust between our clients and us. The only result that we will accept is the one that our clients expect us to deliver. Why join us? Profit Sharing Plan 401K Excellent Health Benefits Mentorship & Growth Free Parking Employee Assistance Program And Much More! Job Details We are seeking an experienced and detail-oriented Family Law Paralegal. The ideal candidate will have a strong background in Florida family law, exceptional organizational skills, and the ability to manage sensitive matters with professionalism and discretion. This position plays a critical role in assisting attorneys with all phases of family law cases, including divorce, child custody, support, and related matters. Key Responsibilities Provide comprehensive paralegal support to family law attorneys from case inception through resolution Draft, prepare, and review pleadings, motions, discovery requests and responses, marital settlement agreements, parenting plans, and final judgments Prepare financial affidavits, child support guidelines worksheets, and asset/liability summaries Manage and analyze financial documents, including income records, bank statements, and asset disclosures Coordinate and manage discovery, including subpoenas, document production, and deposition preparation Maintain and organize case files (electronic and paper), calendars, deadlines, and tickler systems Communicate professionally with clients, opposing counsel, court personnel, mediators, and experts Assist with trial preparation, including exhibit organization, witness lists, and trial notebooks File pleadings and correspondence with Florida state courts (including e-filing) Ensure compliance with Florida family law rules, court procedures, and firm standards Handle confidential and sensitive information with discretion and professionalism Qualifications & Experience Minimum of 3-5 years of experience as a paralegal in family law preferred Strong knowledge of Florida family law procedures, rules, and deadlines Paralegal certificate or associate's/bachelor's degree in paralegal studies preferred Proficiency with legal practice management software, Microsoft Office, and e-filing systems Excellent written and verbal communication skills Strong attention to detail, organization, and time-management skills Ability to multitask, prioritize competing deadlines, and work both independently and collaboratively Professional demeanor and ability to work with clients during emotionally sensitive situations Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
Profit Sharing 401K Health Benefits Hybrid/Remote Flexibility This Jobot Job is hosted by: Jake Vogel Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $55,000 - $65,000 per year A bit about us: We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida. Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients. We believe it is very important to understand the tenets that we follow in our relationships with our clients. These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation. We hold ourselves to the highest standards of our profession. Our goal is to continually demonstrate the Firm's capabilities and experience, and to build and maintain trust between our clients and us. The only result that we will accept is the one that our clients expect us to deliver. Why join us? Profit Sharing Plan 401K Excellent Health Benefits Mentorship & Growth Free Parking Employee Assistance Program And Much More! Job Details We are seeking an experienced and detail-oriented Family Law Paralegal. The ideal candidate will have a strong background in Florida family law, exceptional organizational skills, and the ability to manage sensitive matters with professionalism and discretion. This position plays a critical role in assisting attorneys with all phases of family law cases, including divorce, child custody, support, and related matters. Key Responsibilities Provide comprehensive paralegal support to family law attorneys from case inception through resolution Draft, prepare, and review pleadings, motions, discovery requests and responses, marital settlement agreements, parenting plans, and final judgments Prepare financial affidavits, child support guidelines worksheets, and asset/liability summaries Manage and analyze financial documents, including income records, bank statements, and asset disclosures Coordinate and manage discovery, including subpoenas, document production, and deposition preparation Maintain and organize case files (electronic and paper), calendars, deadlines, and tickler systems Communicate professionally with clients, opposing counsel, court personnel, mediators, and experts Assist with trial preparation, including exhibit organization, witness lists, and trial notebooks File pleadings and correspondence with Florida state courts (including e-filing) Ensure compliance with Florida family law rules, court procedures, and firm standards Handle confidential and sensitive information with discretion and professionalism Qualifications & Experience Minimum of 3-5 years of experience as a paralegal in family law preferred Strong knowledge of Florida family law procedures, rules, and deadlines Paralegal certificate or associate's/bachelor's degree in paralegal studies preferred Proficiency with legal practice management software, Microsoft Office, and e-filing systems Excellent written and verbal communication skills Strong attention to detail, organization, and time-management skills Ability to multitask, prioritize competing deadlines, and work both independently and collaboratively Professional demeanor and ability to work with clients during emotionally sensitive situations Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Polaris Estate Planning and Elder Law
Saint Louis, Missouri
Consultative Sales + Business Development Polaris Estate Planning & Elder Law Creve Coeur / St. Charles, Missouri Full-Time In-Office Six-Figure Opportunity Do you know how to lead a consultation, build trust quickly, and confidently ask for the business when the fit is clear? Polaris Estate Planning & Elder Law is hiring a Client Solutions Specialist to join our growing team. This is a consultative sales role for someone who is strong in the room, emotionally intelligent, highly organized, and comfortable guiding people through important decisions. You will meet with prospective clients who are already considering estate planning or elder law services and help them move forward with clarity and confidence. These are not cold calls. These are not transactional sales conversations. These are scheduled consultations with families who are looking for guidance, direction, and a trusted recommendation. The right person for this role knows how to combine empathy, structure, professionalism, and closing ability . You must be comfortable leading high-trust conversations, making strong recommendations, and helping clients make a decision rather than drifting into endless "maybe later" follow-up. This role also includes professional relationship development and networking in the community. You will help strengthen referral relationships over time while owning your consultation pipeline and performance. If you are the kind of salesperson who wants meaningful conversations, real earning potential, warm opportunities, and a respected role inside a serious growth-minded firm, this may be the right fit. Compensation Base salary: $45,000 - $55,000 Performance bonuses tied to productivity Our successful team members earn $100,000-$125,000 in year one Top performers can exceed $150,000+ This is not a projection. It is what our people are actually earning. If you are a strong consultative salesperson who wants to do meaningful work, earn well, and be part of a serious team, we want to hear from you. Compensation: $125,000 Responsibilities: Lead scheduled consultations with prospective clients Build trust quickly and guide families through important planning decisions Make clear, professional recommendations based on the client's needs Confidently ask for the business when the fit is right Maintain disciplined follow-up with prospective clients who have not yet decided Track pipeline activity, conversions, and referral opportunities in CRM systems Work closely with intake, attorneys, and staff to ensure a strong client experience Build and maintain relationships with referral partners and professionals in the community Represent Polaris in a polished, credible, and relationship-driven way What Success Looks Like You run strong consultations and help clients reach decisions You are proactive, organized, and consistent with follow-up You take ownership of your numbers and pipeline You build trust without becoming passive You contribute to both immediate revenue and long-term referral growth Qualifications: You may be a fit if you: Have a strong background in sales, consultations, or business development Have personally been responsible for asking for and winning the business Are empathetic, but not hesitant Can move naturally between emotional conversations and financial decisions Are highly organized and disciplined with follow-up Are coachable, accountable, and motivated by performance Present with confidence, credibility, and professionalism Build relationships naturally and maintain them over time Backgrounds that often do well in this role: Consultative sales Financial services Insurance In-home sales Business development with closing responsibility High-trust professional services sales Legal experience is not required. Closing ability, professionalism, and sales discipline are. About Company Polaris Estate Planning & Elder Law serves families in St. Charles, Creve Coeur, and surrounding Missouri communities through estate planning, elder law, probate, asset protection, and long-term care planning. Polaris helps families make wise legal and life decisions before a crisis forces them to. We do not just prepare documents. We help families protect their future, preserve what they have built, and care well for the people they love most. Why Join Polaris? Warm, consult-driven opportunities A respected role in a meaningful practice area Real six-figure income potential Strong team support A chance to do work that matters to families A growth-minded firm that values both performance and professionalism Compensation details: 00 Yearly Salary PI716ea9b478a5-5038
04/14/2026
Full time
Consultative Sales + Business Development Polaris Estate Planning & Elder Law Creve Coeur / St. Charles, Missouri Full-Time In-Office Six-Figure Opportunity Do you know how to lead a consultation, build trust quickly, and confidently ask for the business when the fit is clear? Polaris Estate Planning & Elder Law is hiring a Client Solutions Specialist to join our growing team. This is a consultative sales role for someone who is strong in the room, emotionally intelligent, highly organized, and comfortable guiding people through important decisions. You will meet with prospective clients who are already considering estate planning or elder law services and help them move forward with clarity and confidence. These are not cold calls. These are not transactional sales conversations. These are scheduled consultations with families who are looking for guidance, direction, and a trusted recommendation. The right person for this role knows how to combine empathy, structure, professionalism, and closing ability . You must be comfortable leading high-trust conversations, making strong recommendations, and helping clients make a decision rather than drifting into endless "maybe later" follow-up. This role also includes professional relationship development and networking in the community. You will help strengthen referral relationships over time while owning your consultation pipeline and performance. If you are the kind of salesperson who wants meaningful conversations, real earning potential, warm opportunities, and a respected role inside a serious growth-minded firm, this may be the right fit. Compensation Base salary: $45,000 - $55,000 Performance bonuses tied to productivity Our successful team members earn $100,000-$125,000 in year one Top performers can exceed $150,000+ This is not a projection. It is what our people are actually earning. If you are a strong consultative salesperson who wants to do meaningful work, earn well, and be part of a serious team, we want to hear from you. Compensation: $125,000 Responsibilities: Lead scheduled consultations with prospective clients Build trust quickly and guide families through important planning decisions Make clear, professional recommendations based on the client's needs Confidently ask for the business when the fit is right Maintain disciplined follow-up with prospective clients who have not yet decided Track pipeline activity, conversions, and referral opportunities in CRM systems Work closely with intake, attorneys, and staff to ensure a strong client experience Build and maintain relationships with referral partners and professionals in the community Represent Polaris in a polished, credible, and relationship-driven way What Success Looks Like You run strong consultations and help clients reach decisions You are proactive, organized, and consistent with follow-up You take ownership of your numbers and pipeline You build trust without becoming passive You contribute to both immediate revenue and long-term referral growth Qualifications: You may be a fit if you: Have a strong background in sales, consultations, or business development Have personally been responsible for asking for and winning the business Are empathetic, but not hesitant Can move naturally between emotional conversations and financial decisions Are highly organized and disciplined with follow-up Are coachable, accountable, and motivated by performance Present with confidence, credibility, and professionalism Build relationships naturally and maintain them over time Backgrounds that often do well in this role: Consultative sales Financial services Insurance In-home sales Business development with closing responsibility High-trust professional services sales Legal experience is not required. Closing ability, professionalism, and sales discipline are. About Company Polaris Estate Planning & Elder Law serves families in St. Charles, Creve Coeur, and surrounding Missouri communities through estate planning, elder law, probate, asset protection, and long-term care planning. Polaris helps families make wise legal and life decisions before a crisis forces them to. We do not just prepare documents. We help families protect their future, preserve what they have built, and care well for the people they love most. Why Join Polaris? Warm, consult-driven opportunities A respected role in a meaningful practice area Real six-figure income potential Strong team support A chance to do work that matters to families A growth-minded firm that values both performance and professionalism Compensation details: 00 Yearly Salary PI716ea9b478a5-5038
$1,000 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Accounting Flow Specialist to join our team in Plymouth, MN. The Accounting Flow Specialist will be responsible for various project initiatives in the accounting department to increase productivity and improve ongoing processes. Responsible for handling of credit card reconciliation, credit card tracking, e-filing reconciliations, and accounting request queues. Essential Functions and Duties: Process Credit Card Reconciliation Credit Card Tracking E-fling reconciliations Identify areas of improvement throughout the credit card reconciliation process Document and create procedural documents Maintain accounting request queue All other responsibilities assigned by management Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Minimum 5 years accounting experience Experience with automation and integrations Experience with process documentation Lock box integration/experience preferred Competencies: Excellent troubleshooting and problem solving skills Extreme attention to detail Clear written and verbal communication skills Self-motivated Strong time-management and prioritization skills Tech-oriented Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $19.00-$24.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-24 Hourly Wage PIc122d72c0a3c-1538
04/13/2026
Full time
$1,000 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Accounting Flow Specialist to join our team in Plymouth, MN. The Accounting Flow Specialist will be responsible for various project initiatives in the accounting department to increase productivity and improve ongoing processes. Responsible for handling of credit card reconciliation, credit card tracking, e-filing reconciliations, and accounting request queues. Essential Functions and Duties: Process Credit Card Reconciliation Credit Card Tracking E-fling reconciliations Identify areas of improvement throughout the credit card reconciliation process Document and create procedural documents Maintain accounting request queue All other responsibilities assigned by management Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Minimum 5 years accounting experience Experience with automation and integrations Experience with process documentation Lock box integration/experience preferred Competencies: Excellent troubleshooting and problem solving skills Extreme attention to detail Clear written and verbal communication skills Self-motivated Strong time-management and prioritization skills Tech-oriented Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $19.00-$24.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-24 Hourly Wage PIc122d72c0a3c-1538
$1,000 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Accounting Audit Specialist to join our team in Plymouth, MN. The Accounting Audit Specialist is responsible for maintaining preparation of documents for client audits requests for the Accounting Department. In addition, responding to remediation requests, update the procedural actions plans and any other responsibilities assigned by management. Essential Functions and Duties: Client Audit File Preparation Respond to Audit remediation Requests Update Procedural Action Plans Update Client Audit Calendar Document and create procedural documents for Audit Process Provide backup for other roles Monitoring controls for accounting tasks All other responsibilities assigned by management Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED BA/BS in Accounting Preferred Minimum 5 years accounting experience Experience with process documentation Competencies: Excellent troubleshooting and problem-solving skills Extreme attention to detail Clear written and verbal communication skills Self-motivated Strong time-management and prioritization skills Tech-oriented Strong Excel skills including experience with VLookup and PivotTables Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $19.00-$24.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-24 Hourly Wage PIc2f7b5-
04/13/2026
Full time
$1,000 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Accounting Audit Specialist to join our team in Plymouth, MN. The Accounting Audit Specialist is responsible for maintaining preparation of documents for client audits requests for the Accounting Department. In addition, responding to remediation requests, update the procedural actions plans and any other responsibilities assigned by management. Essential Functions and Duties: Client Audit File Preparation Respond to Audit remediation Requests Update Procedural Action Plans Update Client Audit Calendar Document and create procedural documents for Audit Process Provide backup for other roles Monitoring controls for accounting tasks All other responsibilities assigned by management Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED BA/BS in Accounting Preferred Minimum 5 years accounting experience Experience with process documentation Competencies: Excellent troubleshooting and problem-solving skills Extreme attention to detail Clear written and verbal communication skills Self-motivated Strong time-management and prioritization skills Tech-oriented Strong Excel skills including experience with VLookup and PivotTables Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check, drug screening, and credit check, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $19.00-$24.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 19-24 Hourly Wage PIc2f7b5-
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role for Fulton County or Forsyth County, GA. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property field adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside within or have the ability to self-relocate to Fulton County or Forsyth County, GA Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/12/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role for Fulton County or Forsyth County, GA. Candidates currently living in this location or willing to self-relocate are encouraged to apply. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior field experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property field adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside within or have the ability to self-relocate to Fulton County or Forsyth County, GA Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
High-Ticket Sales Closer (Law Firm) - Warm Leads Only We're a fast-growing law firm looking for a high-performing sales closer who thrives in a high-volume, high-impact environment. This is not a cold-calling role; all leads are inbound and pre-qualified . Your job is to connect, build trust, and guide potential clients through one of the most important decisions of their lives. About the Role You'll speak with individuals who are actively seeking legal help, often during some of the most difficult moments in their lives. This role requires a rare combination of empathy, confidence, and closing ability . If you can balance compassion with conviction , you'll do very well here. Compensation: $50,000 - $175,000 Responsibilities: What You'll Do Handle a high volume of inbound, warm leads Build trust quickly and understand client needs Educate prospects on legal options and firm services Confidently close high-ticket retainers Follow up with prospects and maintain pipeline momentum Work closely with our intake and legal teams Close deals and hit quota every month Attend no less than 10 appointments virtually each day Outbound prospecting when you are not in appointments - phone calls, emails, texts Successfully handing off the client to the client experience and services teams to ensure a smooth onboarding process for the client Communicate with prospects via email, phone calls, or other forms of communication to convert them into qualified leads and funnel them to the sales pipeline Record monthly and quarterly sales and performance goals to ensure they are being met Seek out new business opportunities within the assigned geographies to expand clientele Keep the customer database updated to ensure information on prospective and past clients is current Assess and send qualified leads to inbound sales representatives so they can convert clients and provide a quick turnaround Qualifications: Who You Are Proven high-ticket sales closer (phone-based preferred) Comfortable handling emotional, sensitive conversations Naturally empathetic - you care about helping people Competitive and driven by performance and income Strong communicator who can build rapport quickly Organized and able to manage multiple conversations at once Experience in auto sales, Mortgage Sales, Personal Training, Solar Sales, and selling home inspections Possess a valid U.S. driver's license and be able to travel by car Great time management, interpersonal, and communication skills, both written and verbal A high school diploma or GED is required; a bachelor's degree is preferred Proven track record of at least 2 years of experience in a sales position or related field Experience using CRM software as part of the sales process Best Candidates Will Have Law firm experience Be a licensed Massachusetts Attorney (is preferred) Familiar with Lawmatics and Clio About Company Martino Law Group, LLC is a respected, growing multi-practice firm representing clients throughout Massachusetts in Real Estate, Family Law & Divorce, Personal Injury, Probate, and Estate Planning. We deliver high-quality legal services through thoughtful collaboration, strong organization, and a genuinely client-focused approach. We offer defined procedures, a supportive workplace, scheduling flexibility, and real opportunities for long-term career growth. Compensation details: 00 Yearly Salary PI4ab896ab9f80-5533
04/11/2026
Full time
High-Ticket Sales Closer (Law Firm) - Warm Leads Only We're a fast-growing law firm looking for a high-performing sales closer who thrives in a high-volume, high-impact environment. This is not a cold-calling role; all leads are inbound and pre-qualified . Your job is to connect, build trust, and guide potential clients through one of the most important decisions of their lives. About the Role You'll speak with individuals who are actively seeking legal help, often during some of the most difficult moments in their lives. This role requires a rare combination of empathy, confidence, and closing ability . If you can balance compassion with conviction , you'll do very well here. Compensation: $50,000 - $175,000 Responsibilities: What You'll Do Handle a high volume of inbound, warm leads Build trust quickly and understand client needs Educate prospects on legal options and firm services Confidently close high-ticket retainers Follow up with prospects and maintain pipeline momentum Work closely with our intake and legal teams Close deals and hit quota every month Attend no less than 10 appointments virtually each day Outbound prospecting when you are not in appointments - phone calls, emails, texts Successfully handing off the client to the client experience and services teams to ensure a smooth onboarding process for the client Communicate with prospects via email, phone calls, or other forms of communication to convert them into qualified leads and funnel them to the sales pipeline Record monthly and quarterly sales and performance goals to ensure they are being met Seek out new business opportunities within the assigned geographies to expand clientele Keep the customer database updated to ensure information on prospective and past clients is current Assess and send qualified leads to inbound sales representatives so they can convert clients and provide a quick turnaround Qualifications: Who You Are Proven high-ticket sales closer (phone-based preferred) Comfortable handling emotional, sensitive conversations Naturally empathetic - you care about helping people Competitive and driven by performance and income Strong communicator who can build rapport quickly Organized and able to manage multiple conversations at once Experience in auto sales, Mortgage Sales, Personal Training, Solar Sales, and selling home inspections Possess a valid U.S. driver's license and be able to travel by car Great time management, interpersonal, and communication skills, both written and verbal A high school diploma or GED is required; a bachelor's degree is preferred Proven track record of at least 2 years of experience in a sales position or related field Experience using CRM software as part of the sales process Best Candidates Will Have Law firm experience Be a licensed Massachusetts Attorney (is preferred) Familiar with Lawmatics and Clio About Company Martino Law Group, LLC is a respected, growing multi-practice firm representing clients throughout Massachusetts in Real Estate, Family Law & Divorce, Personal Injury, Probate, and Estate Planning. We deliver high-quality legal services through thoughtful collaboration, strong organization, and a genuinely client-focused approach. We offer defined procedures, a supportive workplace, scheduling flexibility, and real opportunities for long-term career growth. Compensation details: 00 Yearly Salary PI4ab896ab9f80-5533
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Affidavit Processing Specialist to join our team in Plymouth, MN. The role of the Affidavit Processing Specialist is to work closely with our clients and teams within the organization to ensure that affidavit requests are sent to clients, received back from client and any rejected affidavits are corrected and sent back to client expeditiously. Once this primary responsibility is complete, additional time available will be spent assisting with requesting and receiving other types of client media as assigned and/or other special projects related to the client relations team. Essential Functions and Duties for the Affidavit Processing Specialist: Providing excellent communication to all clients by utilizing client SOPs to properly request, follow up on, receive and load affidavits into Cogent. Working with internal teams to ensure affidavits needed are requested timely and that urgent requests are escalated appropriately. Responding to any affidavit or media email requests from internal staff and attorneys in a timely fashion. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Office experience preferred Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI85afd9ab7f0e-7632
04/10/2026
Full time
$500 Sign-on Bonus After Successfully Completing 90 Days Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time Affidavit Processing Specialist to join our team in Plymouth, MN. The role of the Affidavit Processing Specialist is to work closely with our clients and teams within the organization to ensure that affidavit requests are sent to clients, received back from client and any rejected affidavits are corrected and sent back to client expeditiously. Once this primary responsibility is complete, additional time available will be spent assisting with requesting and receiving other types of client media as assigned and/or other special projects related to the client relations team. Essential Functions and Duties for the Affidavit Processing Specialist: Providing excellent communication to all clients by utilizing client SOPs to properly request, follow up on, receive and load affidavits into Cogent. Working with internal teams to ensure affidavits needed are requested timely and that urgent requests are escalated appropriately. Responding to any affidavit or media email requests from internal staff and attorneys in a timely fashion. Benefits & Perks Include: Medical, Dental, & Vision Insurance HSA & FSA Accounts 401K, with 4% company contribution (after 1 year of service) Paid time off (17 days per year) Paid holidays off (7 days per year + a floating holiday) Company Paid Life Insurance Employee Assistance Program Building amenities include: Free parking, onsite restaurant, & onsite free gym Required Education & Experience: High School Diploma/GED Office experience preferred Competencies: Ability to coordinate multiple tasks simultaneously with differing levels of urgency Keen attention to detail to ensure accuracy of data Demonstrate a high degree of professionalism and accountability Excellent communication skills (verbal and written) Excellent analytical thinking and organization skills Experience with Microsoft products: Outlook, Excel & Word Work Environment and Physical Demands: This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements. All applicants must pass a criminal background check and drug screening, before commencing employment with Messerli & Kramer, P.A. Wage Disclaimer: The starting wage for this position is $16.00/hour. About Us: Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients. Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients-from large corporations, banks and closely-held businesses-to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives. Compensation details: 16-16 Hourly Wage PI85afd9ab7f0e-7632
Carolina Estate Planning
Winston Salem, North Carolina
We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI5c172a72ba00-3344
04/09/2026
Full time
We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI5c172a72ba00-3344
Are you a seasoned attorney ready to make a meaningful impact while enjoying the flexibility of remote work? Our passionate law firm is growing, and we're looking for a driven legal professional to help us expand our reach and elevate our client experience. In this role, you'll be the trusted advisor clients turn to for personalized estate planning and elder law solutions. You'll guide them through life's most important decisions, ensuring their assets are protected and their wishes honored. Whether you're seeking full-time or part-time work, we're open to building a schedule that fits your lifestyle and strengths. What You'll Do Craft Tailored Legal Solutions : Draft wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. Be a Client Champion : Review documents with clients, provide clear feedback, and ensure their plans align with their goals. Deliver Exceptional Service : Resolve client concerns quickly and professionally-client satisfaction is your top priority. Lead with Integrity : Oversee paralegals, law clerks, and administrative staff to ensure accuracy and excellence in every file. Engage Locally : Represent the firm in your community by joining boards, committees, and groups that align with our mission. Streamline & Improve : Recommend process enhancements and keep client files moving efficiently through the office. Stay Connected : Conduct review meetings to ensure estate plans remain aligned with evolving client needs. Why You'll Love Working With Us Remote Flexibility : Work from anywhere, with optional travel to our offices if desired. Supportive Team Culture : Collaborate with passionate professionals who value your expertise. Growth Opportunities : Help shape the future of our firm while advancing your own career. Mission-Driven Work : Make a real difference in the lives of families and individuals. Qualifications At least 2 years experience in Estate Planning or Elder Law focused firm environment. Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of Pennsylvania. Decision-making, problem-solving, interpersonal skills, and communication skills are a must Proficiency with Microsoft Office suite is necessary Compensation based on experience About Steinbacher, Goodall & Yurchak At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. Powered by JazzHR PI03351ae8f7e1-9309
04/08/2026
Full time
Are you a seasoned attorney ready to make a meaningful impact while enjoying the flexibility of remote work? Our passionate law firm is growing, and we're looking for a driven legal professional to help us expand our reach and elevate our client experience. In this role, you'll be the trusted advisor clients turn to for personalized estate planning and elder law solutions. You'll guide them through life's most important decisions, ensuring their assets are protected and their wishes honored. Whether you're seeking full-time or part-time work, we're open to building a schedule that fits your lifestyle and strengths. What You'll Do Craft Tailored Legal Solutions : Draft wills, trusts, and ancillary documents using firm templates and cutting-edge legal software. Be a Client Champion : Review documents with clients, provide clear feedback, and ensure their plans align with their goals. Deliver Exceptional Service : Resolve client concerns quickly and professionally-client satisfaction is your top priority. Lead with Integrity : Oversee paralegals, law clerks, and administrative staff to ensure accuracy and excellence in every file. Engage Locally : Represent the firm in your community by joining boards, committees, and groups that align with our mission. Streamline & Improve : Recommend process enhancements and keep client files moving efficiently through the office. Stay Connected : Conduct review meetings to ensure estate plans remain aligned with evolving client needs. Why You'll Love Working With Us Remote Flexibility : Work from anywhere, with optional travel to our offices if desired. Supportive Team Culture : Collaborate with passionate professionals who value your expertise. Growth Opportunities : Help shape the future of our firm while advancing your own career. Mission-Driven Work : Make a real difference in the lives of families and individuals. Qualifications At least 2 years experience in Estate Planning or Elder Law focused firm environment. Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of Pennsylvania. Decision-making, problem-solving, interpersonal skills, and communication skills are a must Proficiency with Microsoft Office suite is necessary Compensation based on experience About Steinbacher, Goodall & Yurchak At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. Powered by JazzHR PI03351ae8f7e1-9309
Steinbacher Goodall & Yurchak
State College, Pennsylvania
We are seeking a seasoned attorney to lead our Long-Term Care Planning Department. This leadership role involves overseeing the Long-Term Care team, meeting directly with clients, reviewing legal documents, and crafting innovative strategies to meet each client's unique goals. The ideal candidate will bring deep expertise in elder law, Medicaid planning, and asset protection, along with a passion for client advocacy and team development. Key Responsibilities: Department Leadership Provide strategic direction and oversight to the Long-Term Care Planning team, including planners, care coordinators, paralegals, and legal assistants. Ensure departmental alignment with firm values of Quality, Service, Integrity, and Empathy. Client Engagement Conduct initial consultations and ongoing meetings with clients and their families to assess needs and goals. Develop and implement comprehensive Care Plans, including Medicaid qualification strategies, asset protection, and care coordination. Serve as a trusted advisor, resolving client concerns promptly and professionally. Legal Oversight Review and approve all legal documents related to long-term care planning, including Powers of Attorney, Wills, Trusts, and Irrevocable Trusts. Supervise the preparation and submission of benefit entitlement applications (e.g., Medical Assistance), and manage appeals as necessary. Team Collaboration Lead and mentor staff, ensuring accuracy and excellence in all client files. Collaborate with Elder Care Navigators, Certified Medicaid Planners , and other professionals to deliver holistic solutions. Process Improvement Recommend and implement process enhancements to improve operational efficiency and client experience. Monitor departmental performance and identify opportunities for growth and innovation. Compensation Based on Experience Qualifications Juris Doctorate from an accredited law school. Active license to practice law in Pennsylvania. Minimum 3 years of experience in elder law, estate planning, or long-term care planning. Proven leadership experience in a legal or healthcare-related setting. Strong interpersonal, communication, and problem-solving skills. Proficiency in legal software and Microsoft Office Suite. About Steinbacher, Goodall & Yurchak At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. Powered by JazzHR PIec7a3-1602
04/08/2026
Full time
We are seeking a seasoned attorney to lead our Long-Term Care Planning Department. This leadership role involves overseeing the Long-Term Care team, meeting directly with clients, reviewing legal documents, and crafting innovative strategies to meet each client's unique goals. The ideal candidate will bring deep expertise in elder law, Medicaid planning, and asset protection, along with a passion for client advocacy and team development. Key Responsibilities: Department Leadership Provide strategic direction and oversight to the Long-Term Care Planning team, including planners, care coordinators, paralegals, and legal assistants. Ensure departmental alignment with firm values of Quality, Service, Integrity, and Empathy. Client Engagement Conduct initial consultations and ongoing meetings with clients and their families to assess needs and goals. Develop and implement comprehensive Care Plans, including Medicaid qualification strategies, asset protection, and care coordination. Serve as a trusted advisor, resolving client concerns promptly and professionally. Legal Oversight Review and approve all legal documents related to long-term care planning, including Powers of Attorney, Wills, Trusts, and Irrevocable Trusts. Supervise the preparation and submission of benefit entitlement applications (e.g., Medical Assistance), and manage appeals as necessary. Team Collaboration Lead and mentor staff, ensuring accuracy and excellence in all client files. Collaborate with Elder Care Navigators, Certified Medicaid Planners , and other professionals to deliver holistic solutions. Process Improvement Recommend and implement process enhancements to improve operational efficiency and client experience. Monitor departmental performance and identify opportunities for growth and innovation. Compensation Based on Experience Qualifications Juris Doctorate from an accredited law school. Active license to practice law in Pennsylvania. Minimum 3 years of experience in elder law, estate planning, or long-term care planning. Proven leadership experience in a legal or healthcare-related setting. Strong interpersonal, communication, and problem-solving skills. Proficiency in legal software and Microsoft Office Suite. About Steinbacher, Goodall & Yurchak At Steinbacher, Goodall & Yurchak, our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. Powered by JazzHR PIec7a3-1602
University of Illinois Foundation
Champaign, Illinois
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for a Director of Estate Administration, Gift Planning Operations The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Director manages all aspects of the University of Illinois Foundation's efforts to document and realize estate distributions to the University of Illinois Foundation ("UIF") and University of Illinois ("University"), working in conjunction with donors, donors' estate representatives, UIF colleagues, and University and UIF Counsel. Also provides guidance and oversight for UIF's administration of life income gifts and other estate commitments. DUTIES AND RESPONSIBILITIES: Leads the estate administration function at UIF so that that the University and UIF realize estate distributions in a timely manner and that those distributions are processed accurately. This includes communicating with attorneys, advisors, executors, trustees, and plan administrators on matters associated with the administration and settlement of estate distributions; reviewing estate settlement documents and approving for UIF/University signature; implementing a system for tracking estates in the settlement process; and communicating with benefitting University units regarding their estate gifts in the settlement process to ensure strong stewardship of funds received. Supervises and performs related management responsibilities for the estate administration team, including establishment and ongoing evaluation of team goals and management of individual performance and professional development. Reviews and approves deferred gift commitment documentation, including for revocable and life income gifts, to ensure UIF has the appropriate information to administer and steward deferred gift commitments. Also provides guidance to colleagues on estate language and administration. Collaborates with UIF accounting staff working on life income gifts, irrevocable trusts held by others, and beneficial interest trusts to make certain UIF administers such gifts in compliance with laws, regulations, and industry best practices, while serving the needs of benefitting units, donors, and income beneficiaries. Oversees the administration of life insurance policies owned by UIF to ensure donor gifts to such policies are processed accurately, policy premiums are paid on time, and that mature or otherwise inactive policies are liquidated in a timely fashion. Serves as primary liaison with UIF General Counsel and University legal and tax advisors regarding UIF and University estate administration and other issues related to deferred gifts. Maintains subject matter expertise on planned giving vehicles and related laws and best practices, and develops processes and procedures to enhance the efficiency of estate administration and life insurance administration. Also contributes to the development of processes and procedures related to life income gift administration and deferred gift processing and documentation. REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience Significant experience in banking, trust, law, or development Strong analytical skills and attention to detail High integrity, ability to adhere to strict confidentiality standards Ability to communicate technical information in a professional manner to diverse audiences Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building, and interpersonal communication skills Results-driven leader who can manage and reprioritize multiple projects PREFERRED SKILLS/EXPERIENCE: Experience higher education or non-profit industry experience Experience in trust/estate administration, estate planning, or financial planning CFP, CPA, CTFA, or JD designation Experience managing team members Application Deadline: May 3rd , 2026 The starting salary range for this position is projected to be $85,000-$95,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options. We encourage work-life balance through our hybrid schedule for many positions, combining in-office collaboration with up to 2 days of remote work flexibility. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: Compensation details: 0 Yearly Salary PI4e9ab35cf04e-7453
04/07/2026
Full time
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for a Director of Estate Administration, Gift Planning Operations The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Director manages all aspects of the University of Illinois Foundation's efforts to document and realize estate distributions to the University of Illinois Foundation ("UIF") and University of Illinois ("University"), working in conjunction with donors, donors' estate representatives, UIF colleagues, and University and UIF Counsel. Also provides guidance and oversight for UIF's administration of life income gifts and other estate commitments. DUTIES AND RESPONSIBILITIES: Leads the estate administration function at UIF so that that the University and UIF realize estate distributions in a timely manner and that those distributions are processed accurately. This includes communicating with attorneys, advisors, executors, trustees, and plan administrators on matters associated with the administration and settlement of estate distributions; reviewing estate settlement documents and approving for UIF/University signature; implementing a system for tracking estates in the settlement process; and communicating with benefitting University units regarding their estate gifts in the settlement process to ensure strong stewardship of funds received. Supervises and performs related management responsibilities for the estate administration team, including establishment and ongoing evaluation of team goals and management of individual performance and professional development. Reviews and approves deferred gift commitment documentation, including for revocable and life income gifts, to ensure UIF has the appropriate information to administer and steward deferred gift commitments. Also provides guidance to colleagues on estate language and administration. Collaborates with UIF accounting staff working on life income gifts, irrevocable trusts held by others, and beneficial interest trusts to make certain UIF administers such gifts in compliance with laws, regulations, and industry best practices, while serving the needs of benefitting units, donors, and income beneficiaries. Oversees the administration of life insurance policies owned by UIF to ensure donor gifts to such policies are processed accurately, policy premiums are paid on time, and that mature or otherwise inactive policies are liquidated in a timely fashion. Serves as primary liaison with UIF General Counsel and University legal and tax advisors regarding UIF and University estate administration and other issues related to deferred gifts. Maintains subject matter expertise on planned giving vehicles and related laws and best practices, and develops processes and procedures to enhance the efficiency of estate administration and life insurance administration. Also contributes to the development of processes and procedures related to life income gift administration and deferred gift processing and documentation. REQUIRED QUALIFICATIONS: Bachelor's degree or equivalent work experience Significant experience in banking, trust, law, or development Strong analytical skills and attention to detail High integrity, ability to adhere to strict confidentiality standards Ability to communicate technical information in a professional manner to diverse audiences Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building, and interpersonal communication skills Results-driven leader who can manage and reprioritize multiple projects PREFERRED SKILLS/EXPERIENCE: Experience higher education or non-profit industry experience Experience in trust/estate administration, estate planning, or financial planning CFP, CPA, CTFA, or JD designation Experience managing team members Application Deadline: May 3rd , 2026 The starting salary range for this position is projected to be $85,000-$95,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. You'll be inspired daily in our state-of-the-art, environmentally conscious workspace - a stunning LEED-certified building featuring contemporary amenities including an on-site wellness center and café with healthy dining options. We encourage work-life balance through our hybrid schedule for many positions, combining in-office collaboration with up to 2 days of remote work flexibility. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: Compensation details: 0 Yearly Salary PI4e9ab35cf04e-7453
Position Title: Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1154-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $87,800 - $117,000 - $146,300 annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high-value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Represents the Bank in community organizations and activities to enhance the Bank's image. Provides quality service in meeting customer needs, inquiries and problems. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIcf0-3152
04/02/2026
Full time
Position Title: Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1154-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $87,800 - $117,000 - $146,300 annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high-value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Represents the Bank in community organizations and activities to enhance the Bank's image. Provides quality service in meeting customer needs, inquiries and problems. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Ability to work independently and as part of a team. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIcf0-3152
Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIc0018cf5-
04/02/2026
Full time
Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIc0018cf5-
