- Plante Moran (Southfield, MI)
- …help you achieve your professional goals. Join us. As an Estate Settlement Specialist , you'll dive in with hands-on experience and substantial depth to administer ... aspects of the estate settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of… more
- Wells Fargo (San Francisco, CA)
- …(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) ... tax strategies + Ability to read, interpret and explain will and trust documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience… more
- PeaceHealth (Vancouver, WA)
- **Description** **PeaceHealth is seeking a Patient Account Specialist - Remote (OR & WA) for a Full Time, 1.00 FTE, Day position. Monday - Friday: 8:30am - 5:00pm.** ... assigned to collection agency, or necessary court documents for patient bankruptcies and probate . + May perform skip tracing on patients with return mail; May… more
- Genesis Healthcare (Wall, NJ)
- …*Monitor Cash Receipts Journal for payments. *Transition accounts for Estate, Probate or Bankruptcy changes to designee. Qualifications *Associate's Degree or 2 ... years or more of Accounts Receivable experience is required. *Experience working in high volume environment is required. *Must have a customer service orientation. Benefits *Variable compensation plans *Tuition, Travel, and Wireless Service Discounts *Employee… more
- Providence (Mission Hills, CA)
- …gifts and requests. + **Estate Tracking:** Track estate gifts from probate to completion. + **Cross-Department Collaboration:** Work closely with Foundation staff ... financial planning preferred, with strong knowledge in taxation, trust and estates, probate , corporations, contracts, and real estate. + **Experience:** 8 years of… more
- The County of Los Angeles (Los Angeles, CA)
- …adjustments and closing entries and preparing reports. When needed, serve as technical specialist in a central accounting agency with a narrow range of highly ... final accounting reports of estate financial condition for use as a basis in probate proceedings and the distribution of estate assets pursuant to probate … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sent to New Accounts department. + Have knowledge of Estate, trust, and probate concepts, practices, and procedures. + Use data management systems to access specific ... best practices through ongoing education, attending conferences, and reading specialist media. **Education/Previous Experience** * Associates degree and a minimum… more
