Job Search Results for legal

A client of Insight Global is looking to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high-net-worth clients for a rapidly growing financial services firm. This... More person will collaborate with clients and the firms advisory team to develop and implement comprehensive financial plans, ensuring alignment with the clients financial goals and regulatory requirements. They will coordinate with multiple stakeholders (CFAs, CPAs, JDs) to integrate their expertise into the client relationship and run client-facing meetings to present updates, discuss new strategies, and gather feedback. This person will oversee project progress, address any issues, ensure legal compliance of all financial advice, and provide leadership and support to their team.Responsibilities: Onboard new clients and service existing clients. Demonstrate proficiency in sales and integrate the advice of CFAs, CPAs, and JDs into the client relationship. Work with individuals and businesses to meet long-term investment and financial goals, including retirement and estate planning with a strong emphasis on tax reduction. Develop comprehensive financial plans and assist clients in all phases of implementation.Drive and close new business.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Job Title: Office ManagerLocation: Fullerton, CA (Onsite, 5 days a week)About Us: Our client is a reputable law firm specializing in elder law. We are committed to providing exceptional legal... More services to our clients with compassion and professionalism.Job Description: We are seeking a highly organized and experienced Office Manager to join our team. The ideal candidate will have a strong background in office management, preferably within a law firm. This role requires excellent communication skills, both in person and over the phone, and the ability to manage multiple tasks efficiently.Key Responsibilities: Oversee daily office operations to ensure a smooth workflow. Manage calendars and schedule appointments. Handle credit card payments and other financial transactions. Communicate effectively with clients, staff, and external partners. Maintain an organized and efficient office environment. Utilize Microsoft Office Suite for various administrative tasks.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The primary responsibility of an Associate Attorney in our Firm is to handle a significant portion of plan design (sales) and the provision of legal services for pre-planning and crisis cases. The... More Associate Attorney needs to understand basic estate planning documents, trusts, Medicaid planning, and probate items. The Associate Attorney will work closely with the firms paralegals and client success manager team to support the firms clients. Compensation: $80-85k plus bonus structure.Exact compensation may vary based on several factors, including skills, experience, and education.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

A partner of Insight Global is looking to add a Senior Financial Analyst to their growing team. The ideal candidate will be highly motivated and goal-oriented with the ability to think outside the... More box. The Senior Financial Analyst should be comfortable presenting financial information to a non-financial audience and should have fantastic communication and interpersonal skills. They will develop financial projects and build financial models as well as ensure compliance of financial guidelines, company policies and relevant legal regulations.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

We are seeking a Finance Application Manager to join our client's Finance Technology team. Responsibilities include the below:-Oversee and maintain the firms billing systems, including Expert... More Applications, BillBlast, and paperless prebill systems, ensuring optimal performance and reliability.-Build a state of the art operating environment that provides a seamless, intuitive experience for partners and other system users.-Serve as the firms subject matter expert on Aderant systems, providing advanced technical support and troubleshooting. -Continuously enhance integration between firm and finance systems, including time entry, billing, financial management, and finance workflow tools, to streamline processes and reduce manual intervention.-Identify, recommend, and implement improvements to finance processes, leveraging financial systems and applications to improve efficiency and financial systems and applications, including supporting the firms billing improvement initiative.-Develop and deliver training sessions, guides, and best practice documentation for partners, finance staff and administrative teams.-Lead and support finance application projects, including upgrades, new feature rollouts, and system migrations, ensuring projects are delivered on time and within scope.-Collaborate closely within finance and across administrative and legal teams to align technology solutions with business needs.-Manage relationship with Aderant and other third-party vendors, overseeing support requests, updates, and system enhancements.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Sr. Escrow Officer is primarily responsible for completing all tasks and responsibilities associated with intake, processing, closing, and funding new title orders.*Understanding the escrow... More process to determine what steps need to be taken to conduct a closing pursuant to the conditions called for in the real estate contract and lender instructions.*Collaborates with the title department to resolve title issues such as legal descriptions, easements, lot splits, vesting, all tax liens, abstracts of judgments, bankruptcies, boundary disputes, encroachments, list pendants, etc.*Reviews title commitments for accuracy and completeness to ensure all requirements are satisfied and works with appropriate parties to prepare documents for closing.*Conducts closing, in office or in conjunction with an outside vendor, with customer, realtor, lenders, and attorneys.*Receives and reviews all documents for accuracy and completeness and prepares files for disbursement.*Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organizations Values.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Job Description We are seeking a dynamic and strategic Vice President, Operations to join our executive leadership team. The ideal candidate will bring a proven track record of operational... More excellence, project execution, and strategic insight to help drive SWGs contributed growth and innovationKey Responsibilities Oversight and strategic leadership of shared services functions, ensuring alignment with organizational goals and operational efficiency, including: IT Compliance Business Development Marketing & Communications Operations Strategic Leadership: Drive operational strategy in alignment with corporate goals; collaborate with executives on transformation initiatives; represent Operations in board-level planning. Operational Oversight: Lead shared services (IT, Compliance, BD, Marketing, Ops); implement policies, processes, and performance metrics; ensure interdepartmental coordination. Project & Change Management: Oversee enterprise-wide projects, champion change initiatives, and promote continuous improvement. Data & Analytics: Use data to track KPIs, generate executive dashboards, and guide process optimization and resource planning. Compliance & Risk: Ensure regulatory compliance, audit readiness, and proactive risk management in collaboration with Legal and Compliance. Talent & Culture: Build and mentor high-performing teams, foster cross-functional collaboration, and support HR-led talent initiatives.Financial Oversight: Manage budgets, cost controls, and vendor relationships; support M&A due diligence and integration efforts.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a ServiceNow Technical Architect to work remotely for a large reinsurance client. This role involves mapping out solutions and guiding teams on implementing the correct... More ServiceNow solutions for various business units. The architect should have hands-on experience with the ServiceNow tool and be capable of walking through the roadmap, identifying organizational needs in areas such as legal, HR, and security, and finding appropriate ServiceNow solutions for each area. They will also walk the organization through the capabilities of these solutions.The architect will provide minimal support, as they will have a team assisting with this. However, they will need to guide the team on enhancements and onboarding new components. Currently, Incident Management and Discovery are implemented, while Asset Management is partially implemented. The relationship between Asset Management and Discovery is not yet established. The ideal candidate will have strong experience and expertise with ServiceNow modules and be able to guide the organization on solutions for their needs. Pay is around 70-75/hr.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

DAY TO DAY: As a CAD Technician, your day will involve a variety of tasks centered around CAD, mapping, and 3D modeling. You'll start by interpreting notes and sketches to perform technical... More computations and produce large-scale, complex drawings. You'll also assist in creating plans, maps, reports, and legal descriptions of surveys. Understanding standards revolving roadway geometrics, topographic survey and boundary survey. They will have an opportunity to conduct analysis and configuration of CAD systems, processes, and standards, with the goal of improving the efficiency of our production teams and the quality of their output. This can include the development of automation scripts, integration of CAD systems with other design and analysis tools. Another key deliverable will be developing production measurements and a training curriculum based on staff needs and/or new software releases. Role also requires coordination with vendors, consultants and workgroups to keep this client current with industry standards, procedures and technology. JOB IS 100% IN OFFICE AND IS AT A DESK WITH A 1.17 BURDEN.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Billing Analyst utilizes resources, personal experience, and knowledge of the Client to plan and execute error-free Client invoices (99.93% accuracy metric) for light/mid cabin Clients. Research... More Client requests and identify appropriate options, guidance, and recommendations to meet their needs. Always provide timely, accurate, and complete communication, invoices, and reports. This includes preparing invoices to include documentation according to their preferences and ensuring all their special requirements are correct. The Billing Analyst should be a personal invoicing advisor to each Client. Gather and apply knowledge of the individual Client needs before and after the invoicing process by anticipating and resolving issues that may impact the Client. Serve as a single point of contact for the Client as it relates to invoicing, online bill pay, and accounting. The Billing Analyst acts as a program specialist by providing assistance, consulting, and training on new and existing products to non-billing teams, i.e., Accounts Receivable, Sales, Legal, and Client Services. Advises internal/external customers regarding account activities. Responsible for providing excellent customer service to both internal and external customers and maintaining excellent working relationships with Clients and other departments and companies within the organization. The Billing Analyst understands and explains basic contractual, Federal Aviation regulations, tax regulations, and other potential impacts to the Client experience.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less