- Edward Jones (Tempe, AZ)
- … Officer, your responsibilities will include: + Daily management of probate and estate settlement trust administration in accordance with Edward Jones ... Will Need:** + Bachelor's degree required. + At least 3 years trust and estate administration , or related legal or financial services experience required.… more
- Robert Half Legal (Chicago, IL)
- …certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and organizational ... Estate Planning Paralegal will be supporting attorneys handling estate planning, estate administration , and...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Bankers Trust (Des Moines, IA)
- …This position will have a concentration and focus on specialty fiduciary services, including trust and estate administration , in serving some of our largest ... as needed. . Partner with key business partners to assist in estate and trust administration , as needed, with attorney communications, analysis and review,… more
- Bank of America (Austin, TX)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration . + Responsible for increasing estate ... and/or certifications preferred + Minimum of 2-3 years of personal trust / estate settlement/investment related experience + Excellent interpersonal and technical… more
- Robert Half Legal (Portland, OR)
- …Requirements Qualifications: + Minimum 4 years of experience in estate planning, trust administration , or probate ... estate planning documents, assisting in all stages of probate and trust administration , and managing client relationships. The individual would be expected… more
- ManpowerGroup (New York, NY)
- …for all trusts and estates . Responsibilities include handling all aspects of trust and estate administration including: Maintaining checkbook and banking ... executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and arranging for valuation as necessary.… more
- Robert Half Legal (Stockton, CA)
- …of experience in the legal field, specifically in estate planning, probate, and trust and estate administration * Proficient in probate litigation and ... protect clients from undue influence * Advise trustees on trust administration matters and accounting * Prepare...Planning * Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records ... technical expertise for all aspects of Trust & Estate account management and administration . Works collaboratively within the ESS team as part of the… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …Bachelor's degree preferred. + Demonstrate basic knowledge and skills in the areas of trust administration , estate planning strategies and income, gift and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...the Estate Officer in all aspects of estate administration including communication with multiple beneficiaries,… more
- Neuberger Berman (Wilmington, DE)
- …client service/support or related experience in the financial services industry + Experience in trust or estate administration is a plus (but not required) ... support to a senior trust officer in the administration of trust , estate , and investment management accounts. **Responsibilities** + Participate… more
- Commerce Bank (Kansas City, MO)
- …protocols + Author memorandums for internal use on technical topics relating to trust and estate administration ; deliver training presentations to internal ... administration . Position will provide support to advisors and trust professionals on estate planning, tax and...and charitable trusts (including private foundations) related to the administration of trust and/or estate … more
- Regions Bank (Birmingham, AL)
- …business, finance, economics, accounting or related field + Five (5) years of Trust Administration , Estate /Tax Law, Financial Planning or relevant experience ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...trust and investment management industry to ensure prudent administration and investment management + Partners with Trust… more
- Regions Bank (Knoxville, TN)
- …is incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration , Estate /Tax Law, Financial Planning or relevant ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities include… more
- Fifth Third Bank, NA (Toledo, OH)
- …similar) + 10 years of demonstrated fiduciary client service/sales + Advanced knowledge of trust administration , estate planning strategies, and income and ... all fiduciary rules, regulations and internal governance throughout the administration of the trust + Cultivate relationships...estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth Third… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …+ CTFA or working toward (preferred) + Professional communication skills + Knowledge of trust administration , estate planning strategies, and income and ... Trust Advisor with all decision-making aspects of trust administration - Partner with Trust...estate tax matters Trust Administrator LOCATION -- Cincinnati, Ohio 45202 Fifth Third… more
- Jaclyn Foster Paralegal Group, LLC (Braintree, MA)
- …estate planning. The firm offers estate planning and probate and trust administration along with elder law services including MassHealth planning. JOB ... Estate Planning Paralegal Herbst Law Group POSITION SUMMARY Del. Trust , in collaboration with a premier Massachusetts estate planning firm, is actively… more
- Robert Half Legal (Los Altos, CA)
- …powers of attorney, and other estate planning documents. + Assist with estate and trust administration , including asset gathering, creditor notification, ... in Silicon Valley is seeking a bright, motivated, and detail-oriented Junior Trust & Estate Attorney to join their established and expanding practice. This role… more
- Citigroup (New York, NY)
- …JD, CFTA + 10+ years experience in a client-facing fiduciary role, specifically with trust and/or estate management and administration experience + Strong ... trust assets to achieve the client's specific trust and estate planning objectives. **Job Requirements**...issues relative to trust and / or estate management and administration + Strong team… more
- Bank of America (Cleveland, OH)
- …drive retention **Requirements:** + Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary ... **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- Bank of America (Denver, CO)
- …prospects **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer ... OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional with CTFA,… more
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