Estate Planning and Probate Attorney Jobs in Ohio

2 jobs

Company Confidential
Estate Planning Law Firm is seeking a Client Services Coordinator to manage relationships with clients, prospective clients and professionals we work with. This position requires leader mentality that demonstrates competency at the highest level, acting independently under general direction. Responsible for ensuring all attorney relationships are maintained with clients by using the detailed, spec...

GENERAL FUNCTION:.Serve as relationship manager and fiduciary advisor for clients with more than $1,000,000 in investable assets and support a book of accounts having an asset base of at least $200,000,000*..On behalf of Fifth Third Bank as Trustee, Agent or Custodian, understand and administer complex fiduciary accounts in accordance with the terms of their governing documents. A typical client m...