Planning Associate jobs in Oakland, CA

Now available 3 results are consistent

Sort by:relevance - date

WEST COAST PRIVATE WEALTH PLANNING ASSOCIATE (M...

Description: The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong knowledge in estate, and gift tax stra...

CompanyAn American Law Firm
AddressSan Francisco, CA
CategoryInformation Technology
Job typeFull Time
Date Posted a month ago See detail

West Coast Private Wealth Planning Associate (M...

An American Law Firm

San Francisco, CA

Description: The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects and client contacts with a strong knowledge in estate, and gift tax stra...

Associate Attorney - Estate Planning (Hybrid)

An Elder Law Firm

San Francisco, CA

Handle general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters. Draft legal documents with great attention to detail. Work independently and collaboratively with the support team. Work/life ba...

Associate Attorney in Estate Planning (Hybrid)

A Tax And Estate Planning Law Firm

San Francisco, CA

Prepare legal documents, including wills, trusts, durable powers of attorney, deeds, probate petitions, etc. Conduct legal research and prepare memorandums. Communicate with clients via phone and email correspondence. Collaborate...