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Deep understanding of Cash vs Accrual basis accounting, "Hard" vs "Soft" client costs, and treatment of IOLTA/Client trust and operation accounts. Understanding of deposit & treasury, and loan products tailored for professional services. The Portfolio Banker regularly interfaces with Clients, Relati
Supervise Trademark Paralegals, including workflow management, performance monitoring, and day-to-day support. You will partner closely with attorneys, paralegals, and practice leadership to drive operational excellence, support business objectives, and foster a collaborative, high-performing team e
The Relationship Manager will work closely with the Legal Client Services Director in developing and maintaining strong relationships with clients and providing quality customer service. Ethical Banking Rules: Understanding of Legal Ethics rules regarding commingling of funds and specific compliance