- Wells Fargo (Austin, TX)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo ... strategies + Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth… more
- PNC (Cleveland, OH)
- …opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Cleveland, ... a legal assistant/paralegal with experience in an estate planning or probate practice are also desirable. Strong computer/technical skills required, including… more
- The County of Los Angeles (Los Angeles, CA)
- …adjustments and closing entries and preparing reports. When needed, serve as technical specialist in a central accounting agency with a narrow range of highly ... final accounting reports of estate financial condition for use as a basis in probate proceedings and the distribution of estate assets pursuant to probate … more
- Providence (Mission Hills, CA)
- …gifts and requests. + **Estate Tracking:** Track estate gifts from probate to completion. + **Cross-Department Collaboration:** Work closely with Foundation staff ... financial planning preferred, with strong knowledge in taxation, trust and estates, probate , corporations, contracts, and real estate. + **Experience:** 8 years of… more
- Mayo Clinic (Rochester, MN)
- …with most work requiring limited attorney revision. Duties include review of probate , estate/trust and tax matters and related court documents, correspondence from ... operate under the guidance of the managing attorney, executive director and legal specialist . **The individual hired into this role will support our Department of… more