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About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

Qualifications

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self-starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast-paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Private Credit Paralegal

The Private Credit Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of private credit transactions including, but not limited to, setup, routine maintenance, reporting requirements, transaction management, UCC and intellectual property searches, UCC drafting and filing, and coordination of all aspects of commercial finance transaction closings. Maintains professionalism and strict confidentiality in all client and Firm matters.

Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client billable hour requirement: 1,550 hours annually (130 client billable hours average per month).

• Assist with the preparation of certain standard form loan documents and other related commercial finance transaction documents.
• Organize and proofread all documentation.
• Prepare, review and file UCC financing statements, releases, and amendments.
• Perform UCC and other lien searches.
• Perform duties/tasks associated with private credit transactional closings.
• Draft closing book indexes, prepare closing books and assemble documents under the supervision of the supervising attorney.
• Coordinate and assist with documentation for closing and post-closing requirements.
• Maintain relationships with third party vendors and assist with the management of accounts with such vendors.
• Coordinate and communicate with clients to ensure proper delivery of closing books and related closing deliveries.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• This position has no direct supervisory responsibilities, however on a case-by-case basis, may have authority to delegate and supervise the work performed by Project Assistant. Carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Responsibilities may include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills And Abilities

• Bachelor's degree and two or more years related experience preferably in a law firm environment, or equivalent combination of education and experience. Paralegal certificate from an ABA accredited paralegal program a plus. Previous experience and applicable working knowledge and understanding of Article 9 of the Uniform Commercial Code is preferred.
• Computer proficient with experience and working knowledge of Westlaw and other commercial finance-related databases, internet research, due diligence, Excel, Outlook, and Word preferred.
• Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e‐mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research private credit transactional data, process information, conduct legal research, and perform essential duties.
• Dependable team player with the ability to act independently and make decisions within scope of the position's responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare commercial finance transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters. Ability and availability to travel to other Firm locations when required.

For our Chicago Office, the annualized salary range for this position is $70,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Exemption Status: Hourly Non-Exempt

Remote Options/Office Hours: Hybrid or Fully In-Office

Classification: Paralegal

Summary: The Senior Trusts & Estates Paralegal must have at least five (5) years of recent experience in Trusts & Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful. The Trusts & Estates Paralegal must be able to work independently and, on a team, manage their cases, and be relied on for follow-up and accountability. The Senior Trusts & Estates Paralegal is expected to prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines. This position requires that the Senior Trusts & Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast-paced environment, and the Senior Trusts & Estates Paralegal must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

In addition to the above, the Senior Trusts & Estates Paralegal may be responsible for delegating assignments, mentoring, training, etc. of any legal support personnel in their practice area.

Direct Reports: N/A

Essential Duties and Responsibilities, Including but Not Limited To:

• Performing legal research
• Preparing trust accountings
• Preliminary drafting of trusts and memos
• Drafting documents
• Calendaring appointments and deadlines
• Managing and organizing client files as well as keeping client database and document management systems up to date
• Prepare Forms 706 and 709
• Maintaining a billable hour requirement

Requirements:

Education and Experience

• At least 5 years' experience working as a Trusts & Estates Paralegal
• Must have paralegal certificate or equivalent

Knowledge, Skills & Abilities

• Bilingual preferred;
• Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook;
• Solid command of English including excellent spelling, grammar, punctuation, form and style;
• Organized and detail oriented; and
• Ability to communicate clearly.

Haight Brown & Bonesteel is seeking a detail-driven and proactive professional to fill a hybrid Legal Secretary/Paralegal role supporting our attorneys in civil litigation. This position combines substantive paralegal work with essential administrative responsibilities, making it ideal for candidates who thrive when utilizing both skill sets. You will work with exceptional attorneys and legal professionals in a respectful and supportive environment.

Haight is a well-established (over 85 years) civil litigation defense law firm with offices statewide offering outstanding resources. We are a close-knit group of professionals who excel in our practices.

This job requires daily commuting with no remote work offered.

Duties:

Paralegal Responsibilities:

• Research law, investigate facts, index and summarize documents including medical chronologies and depositions
• Prepare and finalize discovery responses, court forms, motions, and other legal documents; review discovery responses from opposing counsel
• File documents in federal and state courts, including e-filing and complex litigation filings
• Prepare documents for service of process; prepare case "shell" documents for use by attorneys as well as generate tables of contents and authorities
• Monitor litigation deadlines and assist in the execution of those deadlines
• Coordinate and schedule depositions; prepare and issue subpoenas
• Schedule and notice independent medical exams (IMEs)
• Assist attorneys with mediations, arbitrations, and trial preparation; review local rules of court for the preparation of trial documents including trial notebooks, trial exhibits, and draft Motions in Limine; coordinate witnesses for trial appearances

Legal Secretary Responsibilities:

• Prepare and finalize correspondence and general office communications
• Schedule meetings and manage attorney calendars
• Review incoming mail for calendaring and distribute to appropriate attorney

Requirements:

• Minimum of 5+ years' experience as a paralegal and/or legal secretary in a law firm specializing in civil litigation on the defense side
• Solid knowledge of state and federal court rules for filing and serving discovery, motions, and pleadings
• Ability to perform legal research, conduct asset searches and basic investigation, draft and issue subpoenas, and draft, summarize, and index discovery and documents
• Experience scanning, coding, uploading, storing, and printing documents, as well as developing and implementing databases to manage, organize, sort, index, analyze, and summarize large volumes of data
• Experience assisting attorneys with mediations, arbitrations, and trials
• Superior organizational and time management skills; excellent attendance and reliability
• High attention to detail; exceptional proofreading skills to ensure that grammar, punctuation, spelling, and formatting are accurate
• Strong interpersonal and communication skills, both verbally and in writing
• High proficiency with Microsoft programs (Word, Outlook, Excel). Knowledge of NetDocuments and CARET Legal is a plus. Ability to learn new software and operating systems.

Our firm culture includes a mix of teamwork, good communication, a work/life balance, and career development opportunities.

Pay: $70,000–$85,000 per year, depending on experience, with the opportunity to earn up to $10,000 in quarterly bonuses for meeting billable hour requirements on paralegal work

We offer a competitive salary and benefits package, including medical, dental, vision, 401(k), life insurance, and flexible spending accounts.

All resume submissions are strictly confidential.

Please connect with me on LinkedIn as well @Summer Dillard or PJ (Peaches) Noetling

Job Title: Practice Assistant

Location: Costa Mesa, CA 92626

Salary/Payrate: $52K-$98K, bonus and AWESOME benefits!!!

Work Environment: Hybrid (2 days WFH after 6-months)

Term: Permanent / Fulltime

Associate degree required: Yes

Referral Fee: $1,000 - should your referral start with our client

JOB DESCRIPTION

Our Orange County, CA office is looking for a Practice Assistant to join our growing firm. On a day-to-day basis, works under the direction of attorneys and paralegals to whom the Practice Assistant is assigned. Under general supervision, supports the delivery of quality legal services to clients by providing secretarial and administrative assistance to attorneys, performing complex and specialized secretarial and clerical tasks, and working collaboratively and cooperatively with others in a team-oriented environment. This position supports multiple attorneys as primary assignments and also provides back-up secretarial assistance to other attorneys as assigned. May also provide back-up to receptionist as necessary, depending on size of office.

Responsibilities:

• Preparing Documents: Using word processing and document management software, the Practice Assistant prepares and processes correspondence and memoranda as well as complex legal documents according to the requirements set by each practice group. Independently composes and drafts routine cover letters and documents. Proofreads documents and checks for appropriate formatting, spelling and grammar. Prepares revisions and redlines documents as directed. Prepares documents for e-filing as required.
• Processes Mail: Reviews and routes incoming mail and fax communications. Prepares and processes outgoing mail and faxes, arranging for specialized mail or messenger services as required. Ensures that all attachments, exhibits and enclosures are included.
• Maintains Calendar: Maintains and updates the calendars for assigned attorneys, including meetings, appointments, due dates, and client-related activities.
• Maintains Files: Maintains paper and electronic files in compliance with internal policies. Performs routine filing and retrieves files as needed. Maintains chronological files and administrative files for assigned attorneys.
• Timekeeping: Prepares time entries for assigned attorneys and submits in a timely manner. Prepares expense reimbursement and disbursement requests. Prepares billing letters and coordinates client billing matters with the Billing Department in Greenville.
• General Administrative Support: Prepares and processes new matter documents. Receives and screens phone calls and takes message as required. Receives and directs clients and visitors. Coordinates travel arrangements, prepares itineraries, and prepares travel expense reports. Schedules meetings and arranges for conference rooms and meals. Communicates effectively and professionally with clients and with others in the Firm. Is proactive in anticipating the business needs of the assigned attorneys; plans ahead and meets deadlines.
• The Practice Assistant may be responsible for additional administrative assistance and may, on occasion:
• Assist with mentoring new office staff
• Assist with piloting new software

Qualifications:

• 4+ years of experience as a practice assistant or legal secretary
• Knowledge of legal terminology, legal documents and legal processes
• Accurate typing of at least 70 words per minute
• Strong computer proficiency in the use of MS Office, document management, time entry, e-filing and database software
• Excellent communication skills, written and verbal
• Understanding of correct grammar, spelling and punctuation
• Strong proofreading skills
• Superior organizational skills including filing, calendaring, and proofreading
• Time management skills and ability to work independently as well as with a team
• Regular predictable attendance

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

Real Estate Paralegal

The Real Estate Paralegal supports sophisticated, high-value commercial transactions involving multiple properties, financing structures, and tight deadlines. Under the general direction of the Paralegal Manager, supervising attorney(s) and according to established Firm policies and procedures, the Paralegal is responsible for providing paralegal support and assistance to attorneys in the coordination, management and supervision of all aspects of real estate transactions.

The Paralegal’s primary responsibility is the review, analysis, and coordination of due diligence for commercial transactions. This includes the review of title commitments and underlying recorded title documents, ALTA surveys, and zoning reports. This is a hands-on, detail-heavy, deadline-driven real estate paralegal role that requires accuracy, speed, judgment, and follow-through. Additional responsibilities may include, but are not limited to, the review the review and preparation of UCC filings, review and abstract of leases/estoppels/SNDAs, and other tasks related to sophisticated commercial real estate closings. The Paralegal will coordinate closely with attorneys, title companies and underwriters, surveyors, zoning consultants, and internal teams. The Paralegal maintains professionalism and strict confidentiality in all client and Firm matters.

This role is best suited for candidates comfortable working in a fast-paced, high-volume environment where accuracy and responsiveness are critical to closing timelines. Strong candidates for this role typically have hands-on experience with:

• Reviewing and analyzing title commitments and exception documentsInterpreting ALTA surveys and zoning reports
• Identifying and resolving diligence issues impacting closings
• Coordinating directly with title companies and third-party consultants
• Supporting complex commercial transactions

The Real Estate Paralegal position can be located in the Chicago or Charlotte office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).

Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Review and analyze title commitments, policies, and underlying title documents.
• Interpret and analyze ALTA surveys and zoning reports for transactional impact.
• Review and summarize declarations, REAs, and CCRs for material restrictions or risks.
• Proactive communication and coordination with third parties to finalize diligence matters on tight deadlines.
• Prepare and/or review UCC Financing Statements.
• Review and summarize UCC/lien/judgment searches.
• Manage multiple active deals at different stages simultaneously.
• Collaborate with other members of the National Due Diligence Team.
• Coordinate and assist with documentation for closing and post-closing requirements.
• Perform lease abstracting.
• Maintain up-to-date time reports to ensure accurate client billing.

Supervisory Responsibilities

• On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff.
• Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.
• Responsibilities include interviewing, training, and providing input into the performance appraisal process.

Knowledge, Skills and Abilities

• Bachelor’s degree and five or more years progressive work experience in the real estate transactional area preferably in a law firm environment; or equivalent combination of education and experience. Legal research knowledge and ability to use law library are required. Paralegal certificate from an ABA accredited paralegal program a plus.
• Applicable knowledge, experience, and proficiency in title, survey, and zoning review and analysis, UCC searches and preparation, and lease abstracting.
• Computer proficient with experience and working knowledge of real estate-related databases, internet research, due diligence, Excel, Outlook, and Word
• Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish concise, detailed information in report format, written correspondence, e-mail, or verbally.
• Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, paralegals, clients, staff, and outside contacts.
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research real estate transactional data, process information, conduct legal research, and perform essential duties.
• Dependable team player with the ability to act independently and make decisions within scope of the position’s responsibilities. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.
• Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines.
• Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.
• Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare real estate transactional documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance.
• Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents.
• Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc.
• Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds.
• Work occasionally requires more than 37.5 hours per week to perform the essential duties of the position. Candidates must be comfortable with a flexible schedule including occasional after-hours email monitoring and responsiveness during peak periods or urgent matters.
• Ability and availability to travel to other Firm locations when required.

We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy and long-term and short-term disability policies.

Katten Muchin Rosenman LLP in an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Connell Foley LLP is seeking an experienced Paralegal to join our Roseland office. Qualified candidates should have at least 5 years of experience in a law firm or legal environment, specifically with handling Bankruptcy matters.

The ideal candidate will be expected to perform the following job functions:

• Administrative support duties including answering telephones, scheduling meetings and coordinating calendars for future events and deadlines, attending to all correspondence, documents, e-mails, pleadings, discovery and other related materials;
• Maintain both centralized office files in digital and where appropriate paper formats;
• File documents with courts and track and manage deadlines;
• Review correspondence and proof-read documents for grammar, punctuation, exhibits and enclosures;
• Extensive knowledge of word processing and other computer programs to produce the attorneys work product, entering data, etc.;
• Preparation and execution of documents, correspondence, cover sheets and reports and distribution of such documents;
• Attend to communication with courts, clients, counsel, and other third-parties;
• Coordinates monthly billing, closes out files and maintains tracking system for same
• Performs such other duties as may be assigned by responsible attorneys and administrative personnel.

The ideal candidate should have the following qualifications:

• Satisfactory academic credentials or work equivalent;
• Ability to work well under pressure and meet tight deadlines;
• Ability to work well independently as well as effectively within a team;
• Excellent interpersonal skills and a positive attitude;
• Strong attention to detail
• Ability to multi-task and problem solve;
• Ability to manage confidential information and sensitive situations with tact and discretion.

Connell Foley LLP offers competitive salaries and excellent benefits, including profit sharing, 401(k), and medical and dental coverage. Exact compensation based on experience.

Connell Foley is an Equal Opportunity Employer.