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Legal Services and Investment Associate

Company: LHH-Recruitment
Location: Buffalo Grove
Posted on: January 15, 2022

Job Description:

LHH is recruiting a Legal Services and Investment Associate for a multi-generational, single-family office (the Company) that provides comprehensive wealth management and investment management services to multiple generations of its client families. - This is a newly-created position. This Associate will report to the Director of Legal Services and will assist with a broad range of responsibilities to assist the Company in managing complex projects and client-related entities, as well as assist clients in managing their wealth and meeting their long-term goals and objectives.
Client Service and Overall Wealth Management Support
Prepare educational presentations for clients.
Assist with evaluating client's overall financial situation and identify opportunities and risks.
Analyze annual financial results, prepare projections, and evaluate in terms of long-term wealth management goals.
Assist in the preparation of and attend financial review meetings to act as a note taker.
Proactively manage client deadlines and action items.
Legal and Other Special Projects
Assist with the review of contracts and communication with attorneys.
Assist with preparation of basic legal documents.
Assist with credit requests, monitoring and freeze requests.
Assist with the coordination, money movement and tracking for annual exclusion gifting and other cash needs.
Assist clients with medical insurance and work-based benefit options
Estate Planning and Trust Administration
Maintain a working knowledge of each client's estate plan and planning documents.
Communicate with clients and trustees on upcoming transactions and various other trust matters.
Assist with the review of trust documents.
Assist with the coordination and execution of trust transactions.
Debt Management
Maintain tracking schedules for intra-family loans.
Assist with obtaining financing and communicating financing options to clients.
Compliance and Investments
Prepare responses to all compliance requests from private funds or banking institutions, including anti-money laundering, common reporting standard, and know your customer.
Ensure the Company and all entities comply with federal, state, and local regulatory requirements.
Assist in the completion of subscription documents and other initial investment-related documentation for private equity, hedge fund or direct investments, as well as ongoing requests from the fund managers.
Entity Management
Manage all aspects of the formation, registration, maintenance and dissolution of all entities, including limited liability companies, limited partnerships, and non-profit corporations.
Responsibilities include confirming name availability, filing all necessary legal and regulatory documents, and obtaining employer identification numbers.
Oversee the preparation and filing of all entity annual reports and Delaware tax filings.
Prepare and file all banking and custody account-related documents required for individuals and entities, including trusts.
Possess a problem-solving mindset with ability to work independently
Possess excellent written, verbal and interpersonal skills
Effective communicator, resourceful, and discreet in handling confidential matters
Additional relevant financial certifications or graduate degree a plus, but not required
Experience in a related field preferred
Highly organized, multi-tasker and self-starter
Detail oriented with thorough follow-up required
Proficient user of Microsoft Office applications
Bachelor's degree
Would you like to learn more about the Legal Services & Investment Associate position that LHH is recruiting for in Buffalo Grove, Illinois? - If so, then please submit your resume below. - Or, visit our website at www.lhh.com to apply or consider other available opportunities with us.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please

The Company will consider qualified applicants with arrest and conviction records

Keywords: LHH-Recruitment, Buffalo Grove , Legal Services and Investment Associate, Legal , Buffalo Grove, Illinois

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