- US Bank (Gresham, OR)
- …Qualifications Bachelor's degree, or equivalent work experience 10 or more years of experience in Trust administration or 4+ years in trust and estates legal ... you excel at-all from Day One. Job Description Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more
- Ascension Global Staffing & Executive Search (Lakeland, FL)
- …Services Legal Assistant with 5+ years of wealth transfer, estate planning, trust administration and probate experience, including preparation of estate, gift ... and fiduciary income tax returns and electronic filing of probate court documents. The ideal candidate must possess keen attention to detail, including effective proofreading and drafting skills, strong multi-tasking abilities, and excellent organizational… 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
- Fawkes IDM (Boca Raton, FL)
- …Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration , including probate (knowledge of New Jersey, New York and ... state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. Requirements 5+ years of experience in a similar type role.… more
- RB Professional Recruiting Services LLC (Doylestown, PA)
- …planning documents, modeling estate plans, conducting legal research, and assisting with trust and estate administration . This is a hands-on, collaborative ... firm's holistic wealth planning process Qualifications/Requirements: Minimum 5 years of trust and estate planning or administration experience In-depth… more
- JPMorgan Chase & Co. (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust . Job ... that knowledge to client specific planning exercises and account administration . Work with Tax Officers and trust ...account administration . Work with Tax Officers and trust counsel to resolve tax issues. Knowledge of internal… more
- Eisai, Inc (Nutley, NJ)
- …and the challenges they face from this disease (ability to build trust )Experiences outside of comfort zone (eg, different functional areas, product situations) that ... Department of Homeland Security in partnership with the Social Security Administration that allows participating employers to electronically verify the employment… more
- Eisai, Inc (Boston, MA)
- …and the challenges they face from this disease (ability to build trust )Experiences outside of comfort zone (eg, different functional areas, product situations) that ... Department of Homeland Security in partnership with the Social Security Administration that allows participating employers to electronically verify the employment… more
- Blackbird Recruiting (Brooklyn, NY)
- …has a strong background in estate planning, Medicaid eligibility, and trust administration , with excellent communication and problem-solving skills. ... York. Legal experience in Estate and Medicaid planning, wealth management, trust administration , and elder law. Prior in-house experience in a financial services… more
- International Staffing Consultants, Inc. (Hauppauge, NY)
- …experience as a legal assistant or paralegal, particularly in estate planning, trust administration , or elder law, is preferred. Exceptional organizational and ... attorneys, ensuring the smooth operation of estate planning and administration tasks. Key Responsibilities: Manage administrative duties including scheduling… more
- Eisai, Inc (Nutley, NJ)
- …others while maintaining composure an acting with integrity and credibility to build trust . Ability to effectively work with a variety of personnel across a matrix ... Department of Homeland Security in partnership with the Social Security Administration that allows participating employers to electronically verify the employment… more
- Direct Counsel (Bellflower, CA)
- …and San Francisco. The ideal attorney will have extensive experience in trust administration and sophisticated estate planning solutions for high-net-worth ... a focus on high-net-worth clients. Technical Skills: Comprehensive knowledge of trust administration and advanced estate planning techniques. Document Drafting:… more
- Boulay (Eden Prairie, MN)
- …Preparing estate, gift and trust tax and informational returns. Perform Trust accounting Manage Probate and Estate administration Manage light Real Estate ... talented, enthusiastic Tax Supervisor to join our Estate and Trust Tax team. The Estate and Trust Supervisor is responsible for assisting our clients with their… more
- Shoup Legal, a Professional Law Corporation (Murrieta, CA)
- …you! Shoup Legal, A Professional Law Corporation, is a fast-growing Estate Planning, Trust Administration , and Probate Law Firm located in beautiful Murrieta, ... Responsibilities: Assist attorneys with all aspects of probate and estate administration , including drafting legal documents, preparing court filings, and managing… more
- Kforce, Inc. (New York, NY)
- …planning and research; Preferable pertaining to Family Office structures Understanding of trust administration and tax implications to beneficiaries Ability to ... 'roll up sleeves' as needed Able to work with family members and advise on specific tax questions The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less… more
- Woven Legal LLC (Cleveland, OH)
- …(10 hours/week) Estate Planning Paralegal needed to support a busy Estate Planning & Trust Administration practice. The focus of the firm is to develop and ... - You will be a fit for this role if you enjoy a culture built on trust , respect, diligence, and good judgment. Growth: - The hours have the potential to grow with… more
- BOK Financial (Overland Park, KS)
- …Location: Overland Park -OVPK, Kansas City -KSCY Areas of Interest: Trust ; Investment Management; Wealth Management Pay Transparency Salary Range: Not Available ... We have an exciting opportunity awaiting someone like you! Job Description The Trust Officer is responsible for administering personal trust , custody and estate,… more
- Synectics Inc (Sacramento, CA)
- Responsibilities: This position focuses on trust litigation, estate administration , and estate planning, offering an opportunity to work with a diverse clientele ... matters. Represent clients in trust litigation, including will contests, trust disputes and fiduciary litigation. Manage estate administration matters, such… more
- Northern Trust (Dallas, TX)
- About Northern Trust : Northern Trust , a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation ... since 1889. Northern Trust is proud to provide innovative financial services and...activities. 1. Assists Bankers with client portfolios and internal administration of accounts; communicates regularly with clients and attends… more
- Rockland Trust (Brockton, MA)
- …Committee) helping to ensuring compliance with Loan Policy/Loan Underwriting and Administration Guidelines LUAG) and accuracy of documents and supporting exhibits. ... undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given… more
