4 associate jobs found in Princeton, NJ

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience. This role manages client documentation, workflows, and communications while coordinating across functions to support efficient operations and relationship management. The Financial Associate also supports portfolio oversight and investment activities, helping ensure alignment with client objectives and firm strategies, while contributing to trust and estate administration...

Overview The Workers’ Compensation Medical Only Claims Examiner is responsible for the prompt and effective investigation of workers’ compensation claims involving injuries requiring medical treatment without lost wages. Claim adjudication requires interaction with employers, claimants, medical providers, and other parties to ensure adequate medical treatment is provided utilizing company resources in a cost-effective manner.    Note, this is a hybrid opportunity out of our Princeton, NJ office. Responsibilities Ability to multitask and prioritize work in a fast-paced environment and manage time effectively Investigates losses of low to moderate severity to determine cause, scope and extent of injury and/or liability for potential subrogation Verifies coverage and confirms policy conditions have been met Obtains missing information and ensures data integrity for regulatory reporting Communicates effectively...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Wealth and Trust Advisor is responsible for maintaining and deepening ongoing relationships with clients while overseeing the comprehensive delivery of wealth management services. The incumbent will leverage extensive fiduciary expertise, industry experience, and bank resources to identify opportunities for relationship growth, retention, and enhancement. In addition, the incumbent will manage a portfolio consisting of large, complex, and highly sensitive client relationships, ensuring proper administration in accordance with fiduciary standards, regulatory requirements, and BMT’s policies and procedures, while...

Overview AmTrust Financial Services, Inc., a fast-growing commercial insurance company, has an immediate need for an in-house legal assistant to work in the Princeton, NJ office Responsibilities Responsibilities Provide Legal Assistant support to 2 or more Attorneys. Identify and flag critical documents requiring timely responses and associated deadlines to ensure our clients/insureds/Company are protected from sanctions and unnecessary litigation. Coordinate/schedule meetings, hearings, appointments, and depositions Maintain and manage Attorney calendars avoiding and resolving conflicts. Generate draft templates (pleadings, motions, objections, correspondence) for attorney review and approval. Assemble medical packets to experts along with itemized schedule of records. Document processing (assemble, copy, scan, serve, E-file accordingly) Manage and prioritize competing deadlines. Communicate with...