- Dorsey & Whitney LLP (Seattle, WA)
- Trusts & Estates Associate (#964) - Seattle Dorsey & Whitney LLP is seeking a Trusts & Estates Associate with 3-6 years of experience to join the ... - JD degree from an ABA-accredited law school - Strong academic performance - Trusts and estates experience - Excellent communication and writing skills -… more
- Robert Half Legal (Chesterfield, MO)
- …and a collaborative work environment. What You'll Do: + Draft and prepare estate planning documents (wills, trusts , powers of attorney, healthcare directives) + ... Description Estate Planning Paralegal role in Chesterfield, with a... planning or probate law + Paralegal certificate or associate 's degree required; bachelor's preferred + Strong attention to… 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
- 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. (Memphis, TN)
- …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
- Wells Fargo (San Francisco, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...Accounts (IRA). Wells Fargo is seeking a Senior Real Estate Management Associate - Senior Fiduciary Coordinator… more
- Robert Half Legal (St. Louis, MO)
- …that respects your time and well-being. What You'll Do: + Draft and review estate planning documents including wills, trusts , and powers of attorney + Advise ... on estate , gift, and income tax strategies + Handle trust and estate administration, including probate matters + Collaborate with senior attorneys on complex… more
- Wipfli LLP (Chicago, IL)
- …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office… 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
- Chemung Canal Trust Company (Elmira, NY)
- …section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees ... are able to succeed to their full potential. EEO/AA Including Veterans and Disabled. 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 (Clayton, MO)
- …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
- UMB Bank (Kansas City, MO)
- … Trust Advisor team serves as subject matter expert on probate estates , conservatorships, personal trusts (inter vivos and testamentary), custody, agency, ... fiduciary administration for all aspects of assigned accounts, including probate estates , conservatorships, personal trusts (inter vivos and testamentary),… more
- Grant Thornton (Philadelphia, PA)
- As a Real Estate & Construction Advisory Senior Associate , you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...we believe in making business more personal and building trust into every result - for our clients and… more
- Wells Fargo (Dallas, TX)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at Wells ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- WTW (New York, NY)
- **Description** Fundamental Advisors is seeking a proactive and detail-oriented Associate Risk Manager to join its New York City-based team. This individual will ... business functions, including finance, legal, investments, and operations. The Associate Risk Manager will be responsible for budgeting and...applicants with arrest and conviction records. At WTW, we trust you to know your work and the people,… more