Trust & Estates Executive Job at Churchgate Accountants (Bury St Edmunds)

Trust & Estates Attorney

We are looking for an experienced Trust & Estates Attorney to manage trust and e...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active license to practice law and ability to work as an attorney in the applicable jurisdiction
Demonstrated experience handling civil litigation matters, ideally including probate, trust, or estate disputes
Strong skill in drafting motions, pleadings, briefs, and discovery-related documents
Practical experience managing discovery, including written discovery and deposition practice
Knowledge of trusts and estates law with familiarity in probate litigation procedures
Ability to manage multiple matters independently while exercising sound judgment on when to elevate key issues
Strong interpersonal and client communication skills, particularly in emotionally sensitive or high-conflict situations

Job Responsibility

Lead probate and trust litigation matters through each stage of the case lifecycle, from commencement to final resolution
Prepare and revise legal documents such as petitions, complaints, answers, motions, and discovery materials for court submission
Organize cases for mediation, negotiated settlement discussions, and trial proceedings, ensuring deadlines and strategic priorities are met
Appear in court for routine and moderately complex hearings and represent clients effectively in contested proceedings
Take and defend depositions while developing factual records that support litigation strategy
Work closely with clients and witnesses to prepare them for testimony, hearings, and other key case events
Contribute to trial readiness by coordinating evidence, refining arguments, and assisting with courtroom execution
Oversee the work of law clerks and entry-level drafting staff, providing direction and reviewing filings for accuracy and quality
Partner with legal support personnel to keep matters progressing efficiently and communicate updates and next steps clearly to clients
Participate in case strategy discussions, make informed recommendations, and independently manage execution while escalating significant issues when needed

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Fulltime

Legal Assistant – Trust & Estates

Location

United States , Boston

Salary:

40.00 - 43.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor's degree preferred
3-5+ years of legal assistant or legal secretary experience, preferably supporting Trusts & Estates, Private Client, Family Office, or related practice areas
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
Experience with legal document management and billing systems
familiarity with 3E and NetDocuments (NetDocs) preferred
Notary Public certification preferred
Strong organizational, communication, and multitasking skills with exceptional attention to detail
Ability to manage confidential information with discretion and professionalism
Proven ability to support multiple attorneys, prioritize competing deadlines, and work effectively in a team-oriented environment

Job Responsibility

Provide administrative and legal support to 2–3 attorneys within the Estates & Trusts practice
Manage complex calendars, schedule meetings, coordinate travel arrangements, and handle attorney correspondence
Prepare, edit, proofread, and finalize legal documents, estate planning materials, trusts, probate filings, and client communications
Coordinate document execution, notarization, filing, and distribution
Maintain and organize electronic and physical client files, ensuring accuracy and compliance with firm procedures
Serve as a primary point of contact for clients, beneficiaries, financial advisors, and other external parties
Assist with matter opening, conflict checks, document management, and ongoing file maintenance
Support billing processes, including time entry, invoice preparation, and expense reporting
Manage multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail
Provide backup support to attorneys and legal staff as needed

Fulltime

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

New

Senior Director, Legal & Real Estate

Ace Retail Group is seeking a highly capable, business-minded attorney to serve ...

Location

United States , Overland Park

Salary:

150000.00 - 170000.00 USD / Year

ACE Hardware

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) with active bar admission
8–15+ years of legal experience, including a combination of law firm and in-house experience (preferred)
Demonstrated experience in commercial real estate and multi-location retail environments
Proven track record advising on broad business risk, including contracts, employment, regulatory, and operational matters
Elite negotiator with a strong deal-making mindset
Deep business acumen with the ability to connect legal decisions to financial outcomes
Ability to operate strategically while executing at a high level day-to-day
Strong leadership presence with confidence working alongside executive teams
High ownership mentality—comfortable being accountable for outcomes across legal and real estate

Job Responsibility

Serve as the Company's primary in-house counsel, advising on all legal matters including contracts, real estate, compliance, employment, and corporate governance
Lead and develop the legal function, including oversight of the Director of Legal Services and internal team
Draft, negotiate, and structure complex commercial agreements and strategic transactions
Manage all external counsel relationships, ensuring efficient, high-quality legal support
Own enterprise risk management, compliance, and legal strategy
Own the Company's real estate function end-to-end, including leadership of the Director of Real Estate
Lead new store growth strategy, including market prioritization, site selection, and pipeline development
Structure and negotiate retail leases, acquisitions, renewals, and dispositions
Partner closely with operations and finance to optimize the real estate portfolio and capital deployment
Drive a disciplined, data-informed approach to expanding store count across the United States

Fulltime

Legal Administrative Assistant

Robert Half Legal is partnering with a high-end midsize law firm to identify a p...

Location

United States , Phoenix

Salary:

80000.00 - 90000.00 USD / Year ▼

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience in an Executive Assistant, Legal Administrative Assistant, or comparable high-level administrative support role
Active Notary Public commission required
Legal experience is helpful but not required
Excellent organizational skills and exceptional attention to detail
Strong interpersonal and communication skills with the ability to interact confidently and professionally with high-level clients and attorneys
Advanced technical proficiency, including Microsoft Office, DocuSign, Adobe/Kofax, and document formatting tools
Experience with document editing, redlining, and track changes
Ability to work independently, take initiative, and proactively manage workflows with minimal oversight
High level of professionalism, discretion, and client service orientation
Estate Planning, Trusts & Estates, or Wealth Preservation exposure is a plus, but not required

Job Responsibility

Provide high-level administrative support to two attorneys in a fast-paced practice
Serve as a primary point of contact for clients, delivering polished and professional communication in person, by phone, email, and Zoom
Anticipate attorney and client needs and independently manage competing priorities
Coordinate calendars, meetings, conference calls, client appointments, conference rooms, and related materials
Prepare, revise, format, and organize documents with strong attention to detail
Assist with document editing, redlining, track changes, and overall document management
Manage proformas, billing follow-up, and past-due client communications in coordination with attorneys
Maintain physical and electronic filing systems and ensure accurate organization of records
Track attorney CLE requirements and maintain related records as needed
Support office operations and additional administrative responsibilities as assigned

What we offer

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan
Free online training
Strong possibility of conversion to a permanent salary of $80,000–$90,000 plus benefits

Fulltime

Vp, Business Technology

Genius Sports is transforming how enterprise technology is built and experienced...

Location

United Kingdom , London

Salary:

Not provided

Genius Sports

Expiration Date

Until further notice

Requirements

Proven experience leading an enterprise technology or business systems function in a fast-moving, commercially driven organization, with direct accountability for both strategic platforms and operational IT delivery. You have an engineering background and have built things, not just managed vendors
Deep familiarity with the tools in scope: Salesforce, Atlassian, Zendesk, Microsoft 365, Slack, and AI productivity platforms. You do not need to have run all of them simultaneously, but you need to know how they fit together
A track record of translating business requirements into technology decisions, and technology investments into measurable business outcomes
Strong commercial instincts. You understand vendor dynamics, know how to negotiate, and do not let the portfolio sprawl
Experience managing cross-functional stakeholders at senior level, including Finance, HR, Sales, and Operations leaders who have strong opinions about the tools they use
Solid grounding in identity and access management, endpoint management, and IT operations governance, enough to set standards and hold a team accountable. Alongside this, hands-on experience with infrastructure-as-code (Terraform), CI/CD pipelines, cloud platforms (AWS or Azure), and API-layer integration. You can work in code, review it, and build teams that ship it
Clear, direct communicator who can present to ExCo and board audiences without jargon and with a sharp focus on business impact
Hands-on experience deploying AI and automation tooling in production, including agentic workflows, MCP Servers, or API-integrated AI platforms. A grounded view of where generative AI adds measurable value in an enterprise context, and the governance instincts to deploy it responsibly
Experience operating within a SOX-compliant or similarly governed environment is an advantage

Job Responsibility

Lead the strategy, roadmap, and day-to-day operations for Genius Sports' core business systems, including Salesforce, Atlassian (Jira and Confluence), Zendesk, and Microsoft 365
Define the integration architecture between business systems and enterprise platforms, ensuring data flows cleanly between tools without creating operational debt
Manage vendor relationships in close partnership with Strategic Sourcing
Own the Workday integration layer, working with HR and Finance system owners to ensure data integrity and operational reliability across connected platforms. Position the team as a trusted integration partner as broader Workday ownership evolves
Architect and build the internal automation platform that will underpin how Genius Sports automates workflows, integrates systems, and delivers self-service capabilities across the business. This is not a buy-only function: you will be building
Own the IaC and DevOps practices for the Business Technology estate, using Terraform, CI/CD pipelines, and infrastructure-as-code standards to ensure platform environments are version-controlled, auditable, and scalable
Lead the design and deployment of agentic automation workflows, including integrations built on MCP Servers, AWS Bedrock, Zapier, and API-layer connectors that reduce manual process overhead across business functions
Partner with Engineering and Data teams to ensure the internal platform is built to the same standards as product engineering: proper source control, code review, deployment pipelines, and documentation
Drive the team's evolution from reactive IT support to proactive platform engineering, embedding engineering culture, practices, and accountability into how the function operates
Own the strategy and governance for enterprise AI and productivity tools, including Claude, ChatGPT, and Microsoft Copilot, ensuring deployment aligns with the company's AI governance framework

What we offer

competitive salary and range of benefits
support employee wellbeing and help you grow your skills, experience and career

Fulltime

Cre Portfolio Manager Team Lead - REIT's

Location

United States , Boston; Cleveland; Atlanta

Salary:

225000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

12+ years of commercial real estate loan underwriting experience with ability to manage and grow significant customer portfolio
Prior experience with REIT's - required
Exhibits strong level of knowledge of commercial sales, commercial products, credit, risk, and administration practices and processes
Skilled at maintaining good communication across business unit and broader organization
Skilled at developing and implementing both strategic and tactical solutions and systems in support of portfolio administration and business unit goals and objectives
BA degree, MA preferred with successful completion of a credit training/underwriting program
Proven credit management abilities with good computer skills for recording and tracking results
Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, developed influencing and negotiation skills, experience in managing the day to day and annual performance and developmental activities for direct and in-direct reports from entry to expert level PMs
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills
Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

Job Responsibility

Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including those managing straightforward up to the most complex credits with the most complex corporate organization structures, documentation and/or collateral structures, including those with large exposures in complicated and/or specialized industries
Assures that all PMs are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy
Actively ensures compliance with federal regulations and Citizens Bank policies
Actively involved in assessing, developing and implementing credit and compliance policies
Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies
Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of groups analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank
Manages the performance management and development process for all reports
Largely internally focused interacting with PMs, RMs, TLs, Division Executives, State Presidents, Credit Officers and Senior Management. Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems
Internally is viewed as a trusted advisor on credit and portfolio management issues/challenges to RMs
Proficient in recruiting and managing the recruiting process including a strong vision and understanding of talent selection and development

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

New

Marketing Manager

Supports all divisional and national marketing initiatives with the core respons...

Location

United States , Henderson

Salary:

Not provided

Beazer Homes

Expiration Date

Until further notice

Requirements

Minimum of a bachelor’s degree in Marketing or a related field
Minimum 3 years of related marketing experience
Experience in sales and marketing environment within Real Estate is preferred
Strong leadership skills including managing team members, high accountability, influencing other department heads or upper management, and ability to build trust within the team
Demonstrates self-confidence, grit and a growth mindset, with the ability to be adaptable and problem solve in high pressure situations
Ability to spearhead analytical, strategic, and tactical elements, both independently and as part of a team
Strong communication skills, both written and oral
Acts with urgency, requiring exceptional organizational and time management skills and a focus on details
Ability to successfully prioritize and manage multiple tasks simultaneously, delegating where necessary
Proficiency with Microsoft Office (PowerPoint, Word and Excel)

Job Responsibility

Analyzes lead, walk-in, buyer, and market demographics to consistently determine best-fit targets for direct marketing outreach and community action plans
Provides market data and insight into land purchase opportunities
Tracks results for all marketing initiatives, analyzing what worked and what did not work in order to increase efficiencies for the future
Partners with sales management to develop best-fit incentives, offers, and strategies for achieving sales goals
Coordinates communications between communities, division(s), region, and corporate, including data analytics, strategy recommendations, and providing necessary reports
Develops and executes a community specific marketing plan for leads, walk-ins and Realtors in order to drive qualified leads and traffic to all communities
Creates produced assets including email, direct mail, social media, and minimal advertising, employing a template-based design program and marketing automation tool for production needs
Ensures that the production of all division and community forward-facing elements, including collateral and signage, adhere to brand standards
Develops and oversees annual marketing budget including invoice management, providing monthly feedback to finance as necessary for forecast updates
Plays an integral role in the Division’s competitive market analysis, sharing data, strategy, and tactical ideas

What we offer

development opportunities
flexible time-off program
industry leading parental leave policy

Fulltime

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Trust & Estates Executive

Job Description

Job Responsibility

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