- Robert Half Legal (San Francisco, CA)
- …Half Legal is recruiting an Estate Planning Associate for a successful trusts & estates and tax boutique law firm in San Francisco's Financial District ... the Associate position: * 2+ years of estate planning and trust administration experience; *... administration experience; * Candidate with experience preparing complicated estates and trusts (eg, GRATs, CRUTs, QTIPs,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Trusts & Estates Associate (#954) - Minneapolis Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 0-2 years of experience to join ... - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills -… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE. The Accountability Office (AO) is responsible for ... City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and...of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office… more
- Fox Rothschild LLP (Blue Bell, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox Rothschild ... the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate ...research, writing skills, and academic record. + Experience in trusts and estate planning, administration, and taxation… more
- Edward Jones (Tempe, AZ)
- … Estate Settlement Trust Officer is responsible for the administration of trusts , estates and investment management accounts. As an Estate Settlement ... powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a...responsibilities will include: + Daily management of probate and estate settlement trust administration in accordance with… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...tax law in the administration of revocable and irrevocable trusts and decedent's estates . . Maintains a… more
- JPMorgan Chase (San Francisco, CA)
- …developers, investors, operating companies, investment funds and trusts ! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate , your ... commercial real estate owners,...(REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Regions Bank (Mobile, AL)
- …including attention to detail This position is on the Natural Resources and Real Estate team. The Specialist will support Trust Property Managers in the Natural ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** Truist is hiring for an Associate General Counsel that will maintain strong, productive relationships with key ... activities through loan-closing specific legal questions, around execution requirements, Trusts , POAs, title encumbrances. This team member will work with… more
- Bank of America (Providence, RI)
- …Bank** **-** Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical ... Settlement Officer II (SO II), Estate Settlement Services (ESS) Providence, Rhode Island;Dallas, Texas;...with focus on client satisfaction and asset retention. Non-licensed associate . **Skills:** + Account Management + Customer and Client… more
- Regions Bank (Atlanta, GA)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST ASSOCIATE Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial ... Las Vegas, Nevada, Cheyenne, Wyoming and Colorado. The DTC Trust Associate is responsible for ensuring the...+ Excellent written and verbal communication skills + Paralegal, trust , estate planning, or financial/investment background not… more
- University of Virginia (Charlottesville, VA)
- …rank (Assistant, Associate , or Full), tenure-track faculty position in real estate . The position will commence with the Fall 2025 semester, and the faculty ... expected to teach undergraduate and/or graduate courses in real estate , as well as engage as a member of...bound together by distinctive foundational values of honor, integrity, trust , and respect;" and + "universal dedication to excellence… more
- Wells Fargo (Beverly Hills, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and asset management services. **About this role:** Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …interest, charitable solicitation and gift issues, state and federal law compliance, trusts and estates , and matters involving affiliates and affiliations. ... as well as unusual and complex gifts; and assist in the management of trusts and estates benefiting the University, including reviewing accountings and releases,… more