- Robert Half Finance & Accounting (Syracuse, NY)
- …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- City of New York (New York, NY)
- …guardianships for incapacitated persons seeking Medicaid and the review of Supplemental Needs Trusts . The Estates Recoveries Unit is recruiting for (1) one ... Job Description APPLICANTS MUST BE PERMANENT IN THE PARALEGAL AIDE CIVIL SERVICE TITLE OR BE PERMANENT...all statutory, regulatory, and contractual standards. Within AO, the Estates Recovery Unit located within the Office of Revenue… more
- The Salvation Army (West Nyack, NY)
- …is instructed to do so. * Assist in maintaining complete files of all "active" wills, trusts , endowments, and estates in which the interest of the Army has been ... the retention of closed files on microfilm of wills, trusts , endowments and estates .in which the interest...been settled. * Assist In the oversight of the Estate /Legacy process .to ensure it can maintain the efficient… more
- Robert Half Legal (Rochester, NY)
- …(wills, trusts , powers of attorney, business formation docs, real estate contracts, deeds, etc.) + Communicate professionally with clients. + Maintain organized ... the smooth operation of legal processes and client services within business law, estate planning, Medicaid planning, and real estate practice areas. Location:… more