- Mission (Newport Beach, CA)
- …compliance counseling, and all facets of litigation. I am seeking an experienced Trust Administration & Estate Planning Paralegal for their Newport Beach Office ... development, and plenty of room to grow. Requirements: Experience in trust administration & estate planning Technology proficiency Highlights: Reputable… more
- MBC Talent Connections (Miami, FL)
- About the job Paralegal - Trust & Estate Administration We are seeking a Trust & Estates Administration Paralegal with 5+ years experience to join our ... tax returns and fiduciary accounting's. Distribution of estate assets and trust funding, deed work and etc. Requirements: Superior communication and mathematical… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: *Principles of trust administration and estate planning. Skill in: *Communicating with ... Degree from a four-year college or university and four (4) years of trust administration experience. ~or~ *Any equivalent combination of experience, education,… more
- Experis (Cleveland, OH)
- …their team. As a Trust Associate II, you will be part of the Trust Administration department supporting the Trust Officer(s). The ideal candidate will ... work in a dynamic and supportive team environment. Gain valuable experience in trust administration and fiduciary account management. Develop your skills in… more
- Randolph-Brooks Federal Credit Union (RBFCU) (San Antonio, TX)
- …Requirements: Bachelor's Degree Certification from ABA or other trade group in trust administration and operations (eg, CTFA, CFP) required. Graduate degree ... (eg, Masters, JD) preferred Minimum three years of trust administration experience with a financial institution required Must be able/willing to commute to the… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Financial markets, products, financial advisory function, and investment process. Directed Trust administration experience is desired. Skill in IRA governance ... and personal and directed trust administration . Strong interpersonal and leadership skills to provide a high level of customer service. Cultivating and… more
- BrainWorks (New York, NY)
- …skills and interpersonal skills. RESPONSIBILITIES: Handle all phases of estate and trust administration , including probate Prepare federal and state estate tax ... and fiduciary accountings Extensive communication with clients Distribute of estate assets and trust funding Deed work If you meet the above requirements and are… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …Business, related field or equivalent experience required. 5 years of experience in trust administration required. Completion of Personal Trust Curriculum ... SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration , development, and maintenance of less complex trust and IRA accounts and… more
- Gpac (Columbia, MD)
- …estate planning documents, preparing probate filings and estate tax returns Trust administration experience Working with high-net-worth clients Admitted in ... Job Description I am seeking a Trust and Estates attorney who is looking for a great opportunity for growth with an expanding practice at an established firm. Please… more
- SourcePro Search, LLC (New York, NY)
- …New York, or Florida Offices. Responsibilities: Handling all phases of estate and trust administration , including probate (knowledge of New Jersey, New York, and ... Paralegal New Jersey, New York, or Florida Office We are seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in… more
- Benazir Recruiting (Boston, MA)
- …timely producing a high volume of complex, detailed work involving domestic estate administration , trust administration , and fiduciary accounting in a manner ... with attorneys, to implement the plan during the estate and trust administration process and to fund trusts; Although attorneys generally research issues… more
- Gpac (Boston, MA)
- …attorney with at least 3 years of experience in estate planning, probate, and trust administration to join their collegial, client-first team. This is more than ... Minimum 3 years of experience in estate planning, probate, and trust administration -including formal and summary probate matters Expertise: Proficient… more
- International Staffing Consultants, Inc. (Hauppauge, NY)
- …Opening probate proceedings, valuing estate assets, and preparing court forms. Preparing sub- trust allocation schedules, managing trust administration , and ... MAIN REQUIREMENTS: Prior experience as a paralegal within Estate Administration . Excellent communication skills, both written and verbal. Detail-oriented and… more
- Gpac (Fort Lauderdale, FL)
- …motivated attorney with at least 3 years of experience in estate planning, trust administration , and probate. The ideal candidate brings strong technical skills, ... wealth transfer strategies, tax planning, and asset protection Handle probate and trust administration matters Collaborate with financial advisors, CPAs, and… more
- BOK Financial (Bonner Springs, KS)
- …responsible for the development and maintenance of institutional wealth corporate trust client accounts. Provides administration of assigned accounts in ... Location: Kansas City -KSCY, St Louis -STLPL Areas of Interest: Corporate Trust Pay Transparency Salary Range: Not available Application Deadline: 08/08/2025 BOK… more
- Gpac (Norwalk, CT)
- …a mid-level Trusts & Estates Associate with 5+ years of experience in estate planning, trust administration , and probate to work in our New Haven office. The ... development activities Qualifications and Skills: 5+years of experience in estate planning, trust administration , and probate administration Juris Doctorate… more
- Agile Legal (Middletown, DE)
- …of estate planning documents Interview clients and gather information to prepare wills and trust documents Prepare trust administration documents, such as ... 5 + years of current job experience with Trusts & Estates Trust administration is preferred, and Probate experience is required Knowledgeable experience in other… more
- US Bank (Phoenix, AZ)
- …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration , investment advisory, and insurance Deliver economic ... and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Refer and partner with other financial… more
- State of Washington (Olympia, WA)
- …communities for Washington State Mission Promote public safety, public health, and trust through fair administration , education, and enforcement of liquor, ... and Cannabis Board (WSLCB) is to promote public safety and trust through fair administration , education and enforcement of liquor, cannabis, tobacco, and vapor… more
- Whittier Trust (Menlo Park, CA)
- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized ... employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their… more
