The candidate will be drafting, E-Filing, noticing clients of upcoming court dates on a weekly basis. Will be managing office calendar. Calendaring court dates received via email and mail. Processing and opening general mail, email, UPS, Fed-Ex, certified mail, and courier services.
Senior Wealth Planning Strategist
The candidate plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based enga