NewExecutive Legal Assistant Busby Park Recruiting LLCExecutive Legal AssistantDallas, TX$80,000–$100,000 / yearFirm seeks a candidate who thrives in fast-paced team environments and possesses strong attention to detail, critical thinking abilities, and excellent verbal and written communication skills. Executive Legal Assistant will provide partners and senior attorneys with complex practice coordination and administrative assistance as well as backup support to the firm’s administrative assistant teams.
Executive Assistant Reed Smith USExecutive AssistantHouston, Texas$31.44–$38.46Full timeLeveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront. This role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization.
Manager, Contracts & Commercial Governance Rotating Machinery ServicesManager, Contracts & Commercial GovernanceHouston, TXThe Manager, Contracts & Commercial Governance is responsible for enterprise-wide governance of customer contracts, terms & conditions, and non-disclosure agreements across Rotating Machinery Services (RMS). This position operates independently of individual business units and serves as the corporate authority on contractual risk, while partnering closely with Sales, Commercial Operations, Finance, and external legal counsel.
NewKorean Speaking Legal Assistant - Paralegal Sul Lee Law Firm, PLLCKorean Speaking Legal Assistant - ParalegalDallas, TX$55,000–$70,000 / yearClient Liaison: Serve as the primary point of contact for Korean-speaking business owners and executives, providing status updates and gathering necessary documentation. Discovery & E-Discovery: Assist with the collection and "Bates stamping" of documents, specifically ensuring Korean-language documents are correctly categorized for review.
Executive Chef and Sous Chef Openings in DFW Invited ClubsExecutive Chef and Sous Chef Openings in DFWIrving, TXOur Clubs offer first-class amenities, including championship golf courses, modern workspaces, handcrafted cuisine, resort-style pools, state-of-the-art racquet facilities, fitness centers, and much more. If you are talent culinary leader that can deliver on warm welcomes, magical moments and fond farewells for our members, we hope you will consider a career at Invited Clubs.
Executive Chef Resort Lifestyle CommunitiesExecutive ChefSan Antonio, TX$70,000–$80,000About the Role We are seeking a purpose-driven Executive Chef to join our Independent Senior Living community , where you’ll lead a Culinary and Dining team dedicated to fresh, scratch-made meals and exceptional service. In this highly hands-on role, you will immerse yourself in the kitchen and dining room, stepping into any task needed from prep to planning, while also building genuine connections with the residents you serve.
Director, Senior Counsel - Securitizations Page Group USADirector, Senior Counsel - SecuritizationsDallas, TX$275,000–$315,000 / yearFull timeA successful Director, Senior Counsel - Securitizations should have: A Juris Doctor (J.D.) degree from an accredited law school and a license to practice law in the United States. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
NewController Vaco LLCControllerIrving, TX$180,000–$200,000 / yearThe ideal candidate is equally comfortable rolling up their sleeves to resolve accounting issues as they are leading strategic initiatives such as ERP implementations, systems optimization, and preparing the organization for future capital market opportunities, including a potential IPO. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Global Employer Services Managing Director - Actuarial Services bdo consultingGlobal Employer Services Managing Director - Actuarial ServicesHouston, TX$157,500–$420,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Coord. Medical Staff University Medical Center of El PasoCoord. Medical StaffEl Paso, TXThe incumbent in this position is responsible for providing administrative support and resources required by the organized medical staff, including meeting management, flow of information from medical staff committees/departments through the Medical Executive Committee and the Board of Managers and other medical staff functions/activities. Two years clerical experience required, preferably in a fast pace Hospital Medical Staff Office or equivalent environment.
Executive Assistant Beacon Hill Staffing Group, LLCExecutive AssistantRichardson, Texas$60–$80 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Legal Executive Assistant Gibson DunnLegal Executive AssistantDallas, TexasManage a broad range of complex administrative duties, such as scheduling meetings, preparing reports and meeting materials, entering time, editing documents, furnishing information, responding to routine correspondence, assisting with technical support, processing expense reports, and answering telephone calls. The firm’s Legal Executive Assistants are responsible for working with their assigned attorneys to coordinate daily activities and provide the highest level of administrative support and practice coordination.
Legal Executive Assistant Imprimis GroupLegal Executive AssistantDallas, TXThis is more than a traditional Executive Assistant role it is an opportunity to become an integral part of the leadership support team, working closely alongside the Managing Partner and his long-time Executive Legal Secretary to help drive efficiency, responsiveness, and organization across a demanding legal practice. If you thrive in a hands-on executive support role, enjoy being the go-to person in a fast-moving environment, and take pride in anticipating needs before they arise, we invite you to apply and become a key part of this highly respected legal leadership team.
NewLegal Executive Assistant Gibson Dunn & CrutcherLegal Executive AssistantDallas, TX$80,000–$100,000 / yearManage a broad range of complex administrative duties, such as scheduling meetings, preparing reports and meeting materials, entering time, editing documents, furnishing information, responding to routine correspondence, assisting with technical support, processing expense reports, and answering telephone calls. The firm's Legal Executive Assistants are responsible for working with their assigned attorneys to coordinate daily activities and provide the highest level of administrative support and practice coordination.
Legal Executive Assistant Ensign ServicesLegal Executive AssistantSan JuanMore particularly, ESI (known as the “Service Center”) provides the facilities and leaders it serves with necessary “back-office” support in areas such as accounting, construction, compliance, human resources, information technology, legal, risk management, and learning management. We take our core values of Celebration , Accountability , Passion for Learning , Love One Another , Intelligent Risk Taking , Customer Second , and Ownership (CAPLICO) seriously and strive to provide a work experience that proves it!
Legal Executive Assistant Burnett SpecialistsLegal Executive AssistantHouston, TXJob duties include: Prepare, edit, proofread, format, and finalize legal documents, correspondence, spreadsheets, presentations, and other client-facing materials using Microsoft Office. Legal Executive Assistant - Houston Area A global full-service law firm located in Houston is seeking a Legal Executive Assistant to join their team.
NewElite Legal Executive Assistant - Litigation & Corporate Gibson Dunn & CrutcherElite Legal Executive Assistant - Litigation & CorporateDallas, TXThe role requires meticulous attention to detail, exceptional communication, and the ability to manage complex scheduling, travel, onboarding, and billing, while working with multiple departments.#J-18808-Ljbffr. Gibson Dunn in Dallas seeks a Legal Executive Assistant (Litigation & Corporate) to support Partners and Of Counsel within the Legal Administrative Services Department.
Legal Executive Assistant DLA Piper LLP (US)Legal Executive AssistantAustin, TXWhile the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties. The LEA serves as an executive level assistant for the attorney, creating connections, delivering critical information, ensuring meetings and materials are accurate, and serving as a trusted business partner to help deliver against the priorities of the practice and clients.
NewHybrid Legal Executive Assistant Private Wealth & Estate Planning Sterlington,-PllcHybrid Legal Executive Assistant Private Wealth & Estate PlanningHouston, TXIdeal candidates have a minimum of 5 years of executive support experience, proficiency in estate and trust taxation, and exceptional organizational skills. Sterlington PLLC, a full-service law firm in Texas, is seeking a Legal Executive Assistant to support the Chief Estate Accountant and team.
Senior Executive Assistant - Office of Legal and Regulatory Affairs University of Texas Medical Branch at GalvestonSenior Executive Assistant - Office of Legal and Regulatory AffairsGalveston, TXJob Summary: Directly supports and serves as an extension of the executive vice president, providing a broad range of highly responsible administrative services to guide the goals of the executive, the leadership team, the department, and the enterprise area, as well as the overall mission of the university. Works cooperatively and collaboratively with other executives and staff members to create a high-functioning team that sets and achieves goals.
Executive Director, Assistant General Counsel - Strategy and Corporate Development Legal JPMorgan Chase & CoExecutive Director, Assistant General Counsel - Strategy and Corporate Development LegalPlano, TXManage a team of high-performing and experienced transactional attorneys supporting enterprise-critical workstreams; allocate resources, manage workload/surge coverage, and partner closely with senior leaders across CCB, Corporate Development, Product, Risk, Compliance, and Finance. You will manage a high-performing team of transactional attorneys, drafting and negotiating agreements (such as co-brand card partnerships, card benefits and marketing arrangements, digital integrations, and other types of broad-based strategic partnership agreements).
Executive Legal Secretary - Litigation + Transactional Burnett SpecialistsExecutive Legal Secretary - Litigation + TransactionalFort Worth, TXThis role requires a highly organized, detail-oriented professional who thrives in a fast-paced law firm environment and can manage a wide range of administrative and legal support tasks with professionalism and discretion. We are seeking an experienced Executive Legal Secretary to support multiple attorneys across Litigation, Real Estate, and Corporate practices.
NewExecutive Recruiter: Legal Services Ultimate StaffingExecutive Recruiter: Legal ServicesDallas, TXRemoteWorking in a largely virtual environment where our culture and commitment to creating remarkable experiences come first, the Executive Recruiter leverages sales methods including calls, email, networking, client visits and social media to successfully prospect new business while also identifying potential legal professionals. The role will network and build relationships with prospects, customers, and candidates at the local, regional, and national level to successfully make direct hire and executive placements.
Executive Legal Secretary - Litigation Solid Rock RecruitingExecutive Legal Secretary - LitigationDallas, Texas$85,000–$90,000 / yearThis role is ideal for a detail-oriented professional who thrives in a fast-paced legal environment and enjoys managing complex workflows while serving as a trusted resource for attorneys and clients. Advanced proficiency in Microsoft Office Suite, including Word formatting features such as styles, tables of contents, redlining, cross-referencing, and document comparison tools.
Executive Legal Secretary - Litigation Burnett SpecialistsExecutive Legal Secretary - LitigationDallas, TXThis position provides high-level administrative and litigation support to multiple attorneys in a fast-paced environment and is ideal for an experienced legal secretary who thrives on organization, collaboration, and attention to detail. Our client, a well-established Dallas law firm, is seeking an experienced Executive Legal Secretary to join its Litigation practice.
Sales Account Executive, Legal Scorpion EnterprisesSales Account Executive, LegalDallas, TexasFor positions designated as remote, employees who live within commuting distance of a Scorpion office may be asked to work from the office based on team needs, collaboration opportunities, or business priorities. Digital Marketing Expertise: Sell digital marketing solutions to legal clients, focusing on one or two verticals and territories: personal injury, family, criminal, and employment.
NewSales Account Executive, Legal Scorpion Enterprises, LLCSales Account Executive, LegalDallas, TXFor positions designated as remote, employees who live within commuting distance of a Scorpion office may be asked to work from the office based on team needs, collaboration opportunities, or business priorities. Digital Marketing Expertise: Sell digital marketing solutions to legal clients, focusing on one or two verticals and territories: personal injury, family, criminal, and employment.
IT Sales Executive - Managed IT Services/Cybersecurity (Legal Vertical) Konica Minolta Business Solutions, U.S.A., Inc.IT Sales Executive - Managed IT Services/Cybersecurity (Legal Vertical)Houston, Texas$250,000–$300,000 / yearFull timeKonica Minolta is proud to be ranked on the Forbes 2025 America's Best Large Employers list , included on CRN’s MSP 500 list numerous times; recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for eighteen consecutive years and presented with Keypoint Intelligence’s BLI 2025 and 2021 A3 Line of The Year and BLI 2021-2023 Most Color Consistent A3 Brand Awards for its bizhub One i-Series . C’est aussi l’année où la marque bizhub de Konica Minolta célèbre ses 20 ans, au cours desquels la gamme a révolutionné la technologie de bureau, redéfini les processus des entreprises, et évolué continuellement pour répondre aux besoins des milieux de travail modernes, mue par les avancées technologiques et la volonté d’innover.
Sales Account Executive, Legal Scorpion IncSales Account Executive, LegalDallas, TXFor positions designated as remote, employees who live within commuting distance of a Scorpion office may be asked to work from the office based on team needs, collaboration opportunities, or business priorities. Digital Marketing Expertise: Sell digital marketing solutions to legal clients, focusing on one or two verticals and territories: personal injury, family, criminal, and employment.
NewSales Account Executive, Legal Scorpion Internet MarketingSales Account Executive, LegalDallas, TXFor positions designated as remote, employees who live within commuting distance of a Scorpion office may be asked to work from the office based on team needs, collaboration opportunities, or business priorities. Digital Marketing Expertise: Sell digital marketing solutions to legal clients, focusing on one or two verticals and territories: personal injury, family, criminal, and employment.
Executive Assistant 1 - Legal Methodist Health SystemExecutive Assistant 1 - LegalDallas, TXNamed one of the fastest-growing health systems in America by Modern Healthcare, Methodist has a network of 12 hospitals (through ownership and affiliation) with nationally recognized medical services, such as a Level I Trauma Center, multi-organ transplantation, Level III Neonatal Intensive Care, neurosurgery, robotic surgical programs, oncology, gastroenterology, and orthopedics, among others. Job Description: Your Job: We need high-performing, experienced, and passionate Executive Assistant I that is responsible for provides general office and secretarial support services to include basic filing, reception, telephone, and word processing Responsibilities.
Junior Legal Counsel DIHO Consulting USAJunior Legal CounselTomball, TexasThis position assists in ensuring that company operations, policies, and documentation comply with internal policies, applicable laws and regulations, while supporting senior legal leadership and coordinating with outside counsel as needed. DIHO CONSULTING USA is partnering with a leading U.S.-based manufacturer in the renewable energy sector, recognized for its advanced production capabilities and commitment to quality, innovation, and sustainability.
NewLegal Counsel Siemens Energy AGLegal CounselHouston, TXWith ~100,000 dedicated employees in more than 90 countries, we develop the energy systems of the future, ensuring that the growing energy demand of the global community is met reliably and sustainably. You will collaborate with business leaders, project managers, and customers to negotiate contractual terms, assess legal and commercial risks, and resolve complex project issues.
Director, Legal Counsel, Trademarks, Copyrights and Brand Protection The Charles Schwab CorpDirector, Legal Counsel, Trademarks, Copyrights and Brand ProtectionWestlake, TXAs Director, Legal Counsel - Trademarks, Copyrights and Brand Protection, you will be a key member of Schwab's Technology, Intellectual Property, and Contracts legal team and will provide strategic, business-focused legal counsel on trademark, copyright, and brand protection issues and initiatives across traditional and digital channels. Digital Brand Defense: Partner with cybersecurity, fraud, and other teams to address online brand threats, including phishing, social media impersonation, fraudulent websites, app misuse, and emerging digital brand risks.
Senior Legal Counsel, Global Solutions Assa Abloy ABSenior Legal Counsel, Global SolutionsPlano, TXASSA ABLOY employs around 65,000 people globally and generates approximately USD 14 billion in revenue, providing doors, locks, and access control technologies that enable secure and convenient movement through buildings and spaces worldwide. ASSA ABLOY Global Solutions is a division focused on advanced access management, delivering end-to-end solutions that combine hardware, software, and services across industries such as hospitality, marine, and critical infrastructure.
NewLegal Counsel Michael Page InternationalLegal CounselDallas, Texas$250,000–$315,000 / yearFull timeJob DescriptionThe Head of Legal & Compliance is responsible for:First in-house legal hire for the organization, developing the strategy for the legal and compliance function, growing the team and providing legal counsel to the c-suite, senior leadership team and asset management division. What's on OfferThe Head of Legal & Compliance will benefit from:Competitive salary ranging from $250,000 to $315,000 USD annually (depending on relevant experience).Comprehensive bonus and benefits package, including health, dental, and vision coverage.
Associate Director, US Legal Counsel (Dallas, TX, US, 75219) The Bank of Nova ScotiaAssociate Director, US Legal Counsel (Dallas, TX, US, 75219)Dallas, TXActively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Senior Legal Counsel, North America DSV ASSenior Legal Counsel, North AmericaTX$200,000–$225,000 / yearKnowledge of and experience in the following areas: regulatory knowledge relating to the logistics and transportation industry, including FMC regulations and compliance, global trade compliance, including export controls, sanctions, export licensing, product diversion, deemed exports, anti-boycott laws, embargos, product classifications, global trade contract provisions, and customs matters, U.S. Foreign Corrupt Practices Act, U.K. Draft, review, and negotiate legal documents, including customer and vendor agreements related to air and ocean transportation services, NVOCC services, warehousing services, 3PL and 4PL services, ocean service contracts, truck brokerage and road transportation; real estate related documents including lease agreements; equipment financing agreements.
Director Legal Counsel, Commercial Transactions The Charles Schwab CorpDirector Legal Counsel, Commercial TransactionsTXThe role supports a broad range of sourcing transactions, including technology procurement (artificial intelligence, software licensing, and cloud services-SaaS, IaaS, and PaaS), professional services and consulting, product procurement, data and content agreements (market data licenses, data feeds, analytics services, and content subscriptions), marketing, and sponsorships, among others. In partnership with Corporate Vendor Management and Legal Operations, you will identify and implement opportunities to reduce cycle times, improve the internal client experience, establish meaningful metrics and reporting, and build durable models for workload balancing, delegation, and cross‑functional collaboration.
NewSr Legal Counsel Corporate Academy Sports & Outdoors IncSr Legal Counsel CorporateKaty, TXYou will serve as a trusted advisor to executive leadership, the Board of Directors, and cross-functional business teams, helping the organization navigate complex legal and governance matters while supporting long-term business objectives. Corporate Governance, Securities Law, SEC Reporting, Board Support, Regulatory Compliance, Capital Markets, Legal Drafting, Negotiation, Stakeholder Management, Project Management, Legal Technology, Communication, Problem-Solving, Judgment, Integrity.
NewLegal Counsel - Labor & Employment EnbridgeLegal Counsel - Labor & EmploymentHouston, TX$130,000–$170,000 / yearEnbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times. Posting End Date: July08,2026Employee Type: Regular-Full timeUnion/Non: This is a non-union positionAt Enbridge, we're committed to being a leader in energy delivery while fostering a culture of safety, inclusion, and high performance.
Senior Legal Counsel (Corporate & Infrastructure) NTE MOBILITY PARTNERS LLCSenior Legal Counsel (Corporate & Infrastructure)Dallas, TexasThe North Tarrant Express (NTE) was the first design-build-finance-operate-maintain managed lanes project in Texas and consisted of the complete reconstruction of 13.3 miles of the existing I-820/SH-183 corridor between Dallas and Fort Worth. The LBJ Express (LBJ) is currently the largest P3 operation in Texas and one of the largest ever undertaken in the U.S. It is a regionally-significant transportation improvement project in North Texas that is relieving severe congestion in the dense urban area of north Dallas.
NewSenior Legal Counsel Exyte GmbHSenior Legal CounselDallas, TXDrafts, reviews, and negotiates contracts and other documents affecting the Company's day-to-day operations, including, design, engineering, construction, and EPC agreements, labor agreements, subcontract and vendor agreements, jobsite work rules, and EHS processes and procedures. We are looking for someone who is proactive, confident, and intellectually curious - a trusted advisor who can influence outcomes, build strong cross functional relationships, and contribute meaningfully to Exyte's mission of delivering technology enabling facilities with precision and excellence.
In-House Legal Counsel ( Energy) TEEMAIn-House Legal Counsel ( Energy)Houston, TX$225,000–$300,000Assist the Board of Directors, executives and management on corporate governance practices, fiduciary duties and best practices for board operations and shareholder relations. Competitive salary tailored to experience, education, and market demands, ranging from $225,000 to $300,000 for Texas-based positions.
Sr. Legal Counsel - Energy Litigation TEEMASr. Legal Counsel - Energy LitigationHouston, TX$225,000–$300,000Assist the Board of Directors, executives and management on corporate governance practices, fiduciary duties and best practices for board operations and shareholder relations. Competitive salary tailored to experience, education, and market demands, ranging from $225,000 to $300,000 for Texas-based positions.
Commercial Legal Counsel Director CMA CGM SACommercial Legal Counsel DirectorHouston, TX$245,000–$255,000 / yearUnderstand business requirements and the companys risk tolerance, and provide timely, thoughtful, ethical, and practical written and oral product, business, and legal/risk counseling, judgment, and support on various legal risks, business strategies, and other issues related to products/services, commercial transactions, and general operations to business development, operations, and other internal teams. Primarily responsible for owning the contracting cycle for complex commercial contracts with customers, vendors, and subcontractors for Commercial Legal - from initial draft to execution and leading the review for compliance with applicable laws and regulations, companys business policies and strategies, and in support internal company approval process.
Sr. Manager, Legal Counsel - US Manufacturing Alcon ResearchSr. Manager, Legal Counsel - US ManufacturingFort Worth, TexasAlcon is seeking a mid-level transactional lawyer to join Alcon as a Senior Manager, Legal Counsel – U.S. Manufacturing to serve as the primary legal partner supporting Alcon’s Manufacturing & Technical Operations (MTO) sites across the United States. You will operate across Alcon’s sites in several U.S. states, managing complex commercial matters, advising on supplier disputes, handling regional regulatory issues, and collaborating with cross‑functional teams to support Alcon’s operational and strategic initiatives at our Fort Worth, TX location .
Director of Legal Services/General Counsel Strategic Government ResourcesDirector of Legal Services/General CounselWylie, TexasReporting to the Executive Director/General Manager, the Director of Legal Services/General Counsel manages and coordinates all legal services for the District, with primary responsibility for overseeing relationships with external legal counsel and ensuring that legal matters are addressed efficiently and cost-effectively. The ideal candidate will be an intelligent, politically astute, and emotionally intelligent leader with a full breadth of legal knowledge across water, wastewater, and solid waste operations.
Sr. Manager, Legal Counsel - US Manufacturing Alcon IncSr. Manager, Legal Counsel - US ManufacturingFort Worth, TXAlcon is seeking a mid-level transactional lawyer to join Alcon as a Senior Manager, Legal Counsel - U.S. Manufacturing to serve as the primary legal partner supporting Alcon's Manufacturing & Technical Operations (MTO) sites across the United States. You will operate across Alcon's sites in several U.S. states, managing complex commercial matters, advising on supplier disputes, handling regional regulatory issues, and collaborating with cross‑functional teams to support Alcon's operational and strategic initiatives at our Fort Worth, TX location.
Legal Operations Department Manager Woodforest National BankLegal Operations Department ManagerThe Woodlands, TXThe Legal Operations Department Manager is responsible for managing the daily operations of the department including, but not limited to, coordinating and discussing legal matters pertaining to all aspects of Legal Operations with Legal Counsel as needed; escalating operational issues and concerns with the appropriate departments, including senior level managers; and understanding the workflows and intricacies of the Legal CRM Microsoft Dynamics system. Strong working knowledge of banking policies and procedures with the ability to make decisions using critical thinking skills when reviewing levies, liens, garnishments, subpoenas, court orders, legal research requests, social security account verification, establishment of fiduciary accounts and power of attorneys, and releasing of deceased account holder funds to an estate or beneficiary.