- Monster (New York, NY)
- …Omega/OneSource helpful) Strong communicator with client-facing experience and collaborative mindset Core Expertise Trust & estate income tax Gift & estate ... compliance Estate and gift planning strategies Responsibilities Prepare trust / estate , gift, and foundation returns Handle fiduciary calculations… more
- Monster (Coral Gables, FL)
- Responsible for providing trust and estate administration services to individuals with the objective to achieve high standards of service quality within the ... established by Amerant, the regulators and the market they served. Responsibilities: Administer estate , trust , or custody accounts according to the directives in… more
- Monster (Baltimore, MD)
- …research estate and probate law, drafts legal documents, handles trust and estate administration, provides client consultations and manages administrative ... law firm, has an immediate opening for an experienced Trust & Estates Paralegal, to join our winning team...clients and professional advisors relating to routine acts of estate administration Prepare Gift Tax, Estate Tax,… more
- vaco (Charlotte, NC)
- …and strategy for a private family office. The role encompasses oversight of personal, trust , estate , and entity-level tax matters for the family and related ... mitigating tax risk.Manage tax planning and strategy for income, estate , gift, generation-skipping transfer (GST), and charitable giving.Coordinate with external… more
- Monster (Coral Gables, FL)
- …support quarterly estimates, annual filings, and related compliance documentation. Support trust and estate administration, ensuring accurate implementation and ... includes supporting broader functions such as tax planning coordination, trust administration, and investment oversight. Responsibilities Oversee daily accounting… more
- Monster (Berwyn, PA)
- …including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, ... Job Description Bryn Mawr Trust , a WSFS Company, provides locally managed and...solutions. Cultivate a strong working relationship with clients, building trust and establishing a complete understanding of the client's… more
- Coastal Legacy Law (Deland, FL)
- Description Are you an experienced attorney with a passion for estate planning and probate, a natural leader, and a desire for a fulfilling career within a truly ... developing our probate department, as well as potentially our guardianship and trust admin department(s). This role does require travel primarily within Volusia… more
- Monster (Wilmington, DE)
- …of our name, it's our mission and our purpose. The Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing ... Must have minimum 10 years of experience in a trust department of a bank or with a financial...high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial… more
- Monster (Coral Gables, FL)
- …and services offered by the group through its multiple units. Become proficient in estate planning and trust related services. Keeps abreast of news, market ... information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify… more
- Inside Higher Ed (Athens, GA)
- …style that is open, cordial, and compelling.Ability to develop trust and strong collaborative working relationships; experience nurturing and motivating ... driving a responsibility of this position?:YesIs this a Position of Trust ?:YesDoes this position have operation, access, or control of financial resources?:YesDoes… more
- Monster (New Milford, CT)
- …to establish client relationships. Engage in community events as a professional leader. Trust & Account Administration Act as the primary advisor for an assigned ... to applicable laws, regulations, policies, procedures and in accordance with trust and account documents for designated relationships. Advise clients in fiduciary… more
- Monster (Lakeland, FL)
- POSITION SUMMARY Perform all tasks related to advanced real estate closing of vacation ownership involving deeded property, right to use, and financed sales. Ensure ... accordance with established guidelines. Conduct reviews of documents such as Trust Agreements and corporate documents to determine the individual authorities,… more
- Monster (Bellevue, WA)
- …profitable relationships with clients/prospects characterized by mutual respect, understanding and trust . Work to establish his/her role as a trusted financial ... and customized solutions to business clients; advanced knowledge of commercial real estate and C&I lending practices - preferred. Must have excellent business… more
- Monster (Atlanta, GA)
- …good stewardship of public resources, and to prevent conduct that undermines public trust in government.In furtherance of this mission, OIG is searching for a highly ... received:Gathering, organizing, and analyzing financial, computer, business, legal, real estate , and other public and private records Interviewing complainants,… more
- Monster (Key West, FL)
- …Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law. Successful Candidates Will Be Willing To: ... Relationships - Interacting with others in a way that builds openness, trust , and confidence in the pursuit of organizational goals and lasting relationships.… more
- Monster (Riviera Beach, FL)
- …is required to maintain an active and in-good standing professional Real Estate License where mandated by law Preferred: One-year related experience Successful ... Sales Process when presenting to owners and guests. Establish trust with the prospective owner and Owners throughout the...Interacting with others in a way that builds openness, trust , and confidence in the pursuit of organizational goals… more
- Monster (Honolulu, HI)
- …required to maintain an active and in-good standing professional Hawaii Real Estate License where mandated by law; One-year related experience. Successful Candidates ... to the Consultative Sales Process when presenting to owners and guests. Establish trust with the prospective owner and Owners throughout the entire sales process to… more
- Monster (Oklahoma City, OK)
- …managing existing portfolio Mid-level lending position Consumer and Consumer Real Estate Loans Promote BancFirst services through cross selling banking products to ... BancFirst is a $14 billion bank offering personal and commercial products, trust , insurance, and investment services in sixty Oklahoma communities. Employees enjoy… more
- Monster (Truckee, CA)
- …required to maintain an active and in-good standing professional Real Estate License where mandated by law. Preferred:One-year related experience Successful ... to the Consultative Sales Process when presenting to owners and guests. Establish trust with the prospective owner and Owners throughout the entire sales process to… more
- Monster (Las Vegas, NV)
- …Incumbent is required to maintain an active and in-good standing professional Real Estate License where mandated by law Preferred: Two years plus related face to ... Consultative Sales Process when presenting to owners and potential owners. Establish trust with the prospective owner and Owners throughout the entire sales process… more
