- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- PNC Financial Services Group, Inc. (Louisville, KY)
- …opportunity to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Fiduciary Advisors organization, you will be ... of business, and will also partner and support a Fiduciary Advisor responsible for managing a Trust ...a Fiduciary Advisor responsible for managing a Trust book, and will involve policy/procedure and risk management… more
- Brown Brothers Harriman & Co. (Boston, MA)
- …communication, analytical and thought leadership skills Knowledge of asset allocation, trust , and fiduciary principles Familiarity and comfort engaging with ... private business owners Strong team player Strong work ethic CFA, CFP, and/or MBA a plus We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations including CIP, CDD/EDD, and FinCen Rule 504 Specialized understanding of trust structures, private client services, and fiduciary risks Strong ... VP, AML Officer for the Raymond James Bank and Trust businesses, you will oversee and execute an anti-money...risk identification and mitigation, especially tailored to banking and fiduciary service operations. You will serve as a trusted… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …probate documents and Surrogate's Court related filings Knowledge of estate and trust income taxation Knowledge of fiduciary accounting preferred Experience with ... support to the US private clients lawyers in all aspects of trust and estate administration. Responsibilities Prepare, edit and review probate or administration… more
- First Horizon (Knoxville, TN)
- …knowledge of governing documents and account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate ... at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- US Bank (Gresham, OR)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... work experience 10 or more years of experience in Trust administration or 4+ years in trust ...estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions,… more
- Hancock Whitney Corp. (Tampa, FL)
- …by visiting and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships ... during the administration of Trust accounts including estates, trusts, guardianships, and agency relationships. As well as fiduciary services, investment… more
- EisnerAmper LLP (New York, NY)
- …to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking ... field is required 8+ years of tax compliance, specialization in individual, fiduciary , estate and gift taxation Recent Public Accounting experience CPA or IRS… more
- Fawkes IDM (Hackensack, NJ)
- …planners and accountants Preparation of federal and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. ... A law firm with offices in Hackensack, NJ is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and … more
- The Perna Team at Detroit (Detroit, MI)
- …are looking for a motivated licensed agent who wants to focus on the probate and trust real estate arena. You will learn the initial contact, all the way to closing, ... apply today. We look forward to hearing from you! Responsibilities *Probate and Trust Lead Generation *Probate and Trust Follow Up *Team Meetings *Agent… more
- Whittier Trust (Pasadena, CA)
- At Whittier Trust , we aren't just a financial institution, we are trusted partners with a long, rich history of successfully navigating the financial markets to ... diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services.… more
- Goldman Sachs, Inc. (Dallas, TX)
- …officers and legal departments while also connecting externally with the client's fiduciary , legal, and tax advisors YOUR IMPACT Are you a quick-thinking ... financial goals, the desire to work closely with top fiduciary , tax and wealth management professionals, and the ability...LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of… more
- Gpac (Bethesda, MD)
- …working with a mid-size firm that is seeking an Associate Attorney to join their Trust and Estates Practice. If you're looking for a great opportunity to continue to ... estates in Maryland, the District of Columbia or Virginia Experience preparing fiduciary accountings and tax returns Perform complex tax research projects regarding… more
- Peapack-Gladstone Bank (Bedminster, NJ)
- Company Overview: Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions. At Peapack Private, our clients are cared for by a single point ... investment management services provided for individuals and institutions, personal trust services (including services as executor trustee administrator custodian and… more
- Weiner Law (San Clemente, CA)
- …In this role, you will represent clients in contested probate and trust matters, including disputes involving wills, estates, fiduciary responsibilities, and ... civil litigation cases. The ideal candidate will have in-depth knowledge of probate, trust , and civil litigation, along with a proven ability to resolve complex… more
- Husch Blackwell (St. Louis, MO)
- …JOB FUNCTIONS: Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. Maintain financial records of trusts; perform trust ... and bank deposits. Obtain and reconcile 1099 and K-1statements. Irrevocable trust funding and administration (post death). Probate administration, including drafting… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst Sr.The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate Settlement ... tracking the movement of assets until the account is funded. The Trust Fiduciary Analyst Sr. will also maintain libraries that catalogue Partner paperwork and… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... families of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to read and interpret legal documents +… more
- Wells Fargo (San Francisco, CA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment… more
