- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have 3+ years of ... focus on delivering exceptional client service. Responsibilities: * Draft and review estate planning documents, including wills, trusts, powers of attorney, and… more
- Dorsey & Whitney LLP (Seattle, WA)
- …owners and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree ... Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the Seattle office.… more
- Columbia Bank (Tacoma, WA)
- …plans. + Conducts comprehensive wealth planning to include cash flow analysis, estate planning , business succession planning , education planning , ... knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning ) and the competitive landscape. + Proven track record of… more
- Columbia Bank (Seattle, WA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain ... solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank regulations for… more
- Columbia Bank (Seattle, WA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- American Red Cross (Seattle, WA)
- …proposals for new vendors, providing business plan information for real estate transactions, and updating risk management system with current values/status. + ... forms and codes used for regulated items including alcohol to support meeting planning . + Provide guidance and data for grant reports and respond to… more