- CIBC (New Brunswick, NJ)
- …Primary accountability for the timely, accurate, and professional administration of complex estate , trust and power of attorney accounts. You will identify ... ensure consistency with account objectives, documents and legislation. + ** Trust & Estate Acumen -** Ensure the...the unique needs of clients and the characteristics of Estates and Trust .Establish effective tracking, monitoring and… more
- Raymond James Financial, Inc. (Newark, NJ)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Bank of America (Florham Park, NJ)
- …relationships, address issues, develop new business opportunities, and/or provide trust , estate , and wealth transfer planning insight. + Partner with a ... + Review and approve matters involving trustee discretion + Partner with Market Trust Executive (MTE) on...+ years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and… more
- Broadridge Financial Solutions (Newark, NJ)
- …closely with the Segment Controllers as well as leadership across FP&A, Shared Services, Tax , as well as other areas within the business units. The role will lead ... Oracle Property Manager (OPM) as well as new real estate management software that will be selected by Broadridge....management software that will be selected by Broadridge. + Partner with FP&A and Accounting Policy teams on a… more
- Bank of America (Toms River, NJ)
- …They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also ... and demonstrate strong communication skills * Superior relationship management skills to partner effectively with specialists and across lines of business to meet… more