Top 31436 Associate Advisor Jobs

Trusts & Estates Associate (Mid
Leech Tishman Fuscaldo & Lampl —Lakewood Ranch, FL
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
- Commuter assistance
- Paid holidays
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Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
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Financial Advisor - Associate
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Associate Financial Advisor (Remote)
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Senior Associate, Transaction Advisory
Forvis Mazars —Remote
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Investment Advisor Associate
StaffBuffalo —Buffalo, NY
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- Microsoft Outlook
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Payments Governance Advisor, Principal Associate - Hybrid
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Advisor Support Associate
Charles Schwab —Westlake, TX
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Clinical Affairs Associate (Bachelor's Degree, BSN, or higher, Required)
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10d
Associate
Incandescent —New York, NY
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Beauty Advisor/Artist Sales Associate
Estee Lauder —Troy, MI
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M&A Associate
NewEdge Capital Group LLC —Stamford, CT
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13d
Associate, Mergers and Acquisitions
Ventura Community Partners —Charlotte, NC
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6d
Senior Associate, Voice of the Customer
New York Life —Cleveland, OH
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Audit Associate
Doeren Mayhew CPAs and Advisors —Troy, MI
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10d
Associate II - Advisory (Digital Infrastructure)
Citizens Financial Group —New York, NY
- $175,000 - $225,000 a year
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Seasonal - Athlete Advisor (Sales Associate, Part-Time)
Wilson Sporting Goods Co. —New York, NY
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- Health insurance
Associate Consultant
Cornerstone Advisors of Arizona, LLC —Arizona
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Audit Associate
McMahan and Associates —Florence, AL
- Full-time
- CPA
- Mid-level

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Trusts & Estates Associate (Mid

Leech Tishman Fuscaldo & Lampl
Lakewood Ranch, FL

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Job Details

Full-time
6 days ago

Benefits

Commuter assistance
Paid holidays
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Life insurance
Pet insurance

Qualifications

Estate administration
Computer operation
Microsoft Excel
Legal writing
Writing skills
Visio
Legal firm experience
Trust administration
Probate process support
Law office experience
Legal research databases
Productivity software
Bar

Full Job Description

Leech Tishman is seeking to hire a mid-level Trusts & Estates attorney with 2-4 years+ of experience in estate planning, trust administration, and probate to work in our Lakewood Ranch, FL office. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and organizational skills are a must.

Duties and Responsibilities:

Administration of trusts and estates from inception to completion
Reviewing and drafting trust and probate administration documents and other related documents
Drafting wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents
Conducting legal research regarding complex procedural and substantive issues related to probate and estate planning
Building relationships with existing and prospective clients through networking and business development activities

Qualifications and Skills:

2-4 years+ of experience in estate planning, trust administration, and probate administration
Juris Doctorate degree
Must be licensed in Florida
Proficient in Microsoft Office Suite, especially Microsoft Word, Visio, and Excel
Advanced research and writing skills including proficiency with legal research tools, including WestLaw
Strong academic and employment credentials
Must have the ability to communicate clearly and effectively both orally and in writing
Must have the ability to work independently and efficiently, as well as in a team environment involving extensive collaboration with other attorneys, paralegals, and office staff, and client advisors
Outstanding organizational and communication skills
Must have excellent attention to detail
Residency in the Sarasota, Lakewood Ranch, and Bradenton area is a plus.

Education and Experience:

Bar license (Florida required; other jurisdictions are a plus)
Juris Doctor (J.D.) degree
Bachelor’s degree
2-4 years+ in a law firm setting

Working Conditions:

Primarily an office environment
Some work-from-home permitted
Prolonged periods of sitting at a desk
Regularly navigates the office and uses office equipment (phones, copier, printer, mail machine, A/V equipment, etc.)
Consistently uses a computer and other equipment that requires keyboarding
Prolonged periods of focus and attention to detail
Consistently requires communication with others (phone, email, in person, Teams, etc.)
Regularly engages in activities that have productivity and time driven requirements

This is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Position Details: This is a full-time, salaried position. The position is to be performed in person in our Lakewood Ranch, FL office, Monday – Friday with expected hours of 8:30 am – 5:00 pm. Work may fall outside of these hours at times. The Trusts & Estates Associate will be a part of the Trusts & Estates Practice Group and report to the Trusts & Estates Chairs. This is a non-supervisory position.

Benefits: Full-time benefits include paid time off, paid holidays, health care with a health reimbursement arrangement (HRA), dental, vision, 401k with matching, group term and voluntary life insurance, employee assistance program including mental health services, voluntary accident, hospitalization, and critical illness insurance, voluntary pet insurance, wellness programing that includes a gym reimbursement, and commuter benefits. All benefits are subject to eligibility and some may be subject to premiums/contributions.

To Apply: Send a resume to Mala Mason, Chief People Officer at [email protected].

Leech Tishman is an Equal Employment Opportunity employer. The Firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, pregnancy, reproductive history, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, compensation, benefits, training, leaves of absence, promotion, transfer, layoff, recall, or termination. Leech Tishman is committed to providing reasonable accommodation during any part of the application or hiring process due to a disability.

Leech Tishman participates in E-Verify to electronically compare records with information from an employee’s Form I-9, Employment Eligibility Verification.

Work Location: In person

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