- 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...most sophisticated clients using leading technology and exceptional service. Associate Banking Advisor: Serving over 25% of the Forbes… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: *Principles of trust administration and estate planning . Skill in: *Communicating ... Job Description Summary Administer basic-level processes for personal trust , estate , and custody accounts. Fulfills...be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during… more
- Woven Legal LLC (Cleveland, OH)
- …REMOTE (10 hours/week) Estate Planning Paralegal needed to support a busy Estate Planning & Trust Administration practice. The focus of the firm is ... PARALEGAL - ESTATE PLANNING , PART-TIME...for this role if you enjoy a culture built on trust , respect, diligence, and good judgment. Growth: - The hours have… more
- Umpqua Bank (Henderson, NV)
- …written communication skills. Good analytical abilities to recognize and solve clients' estate planning and investment issues. Effective organizational and time ... data processing system, as well as general principles of trust accounting and estate tax law. Strong...a team environment to facilitate subject matter expertise on estate planning strategies. Strong presentation or public… more
- Whittier Trust (Seattle, WA)
- …ethic Team/people oriented Highly organized with good time management skills Understanding of trust accounting and/or estate planning concepts preferred but ... At Whittier Trust , we aren't just a financial institution, we...and satisfaction in their careers. JOB PURPOSE The Administrative Associate is a valued member of the Seattle office.… more
- Jones Lang LaSalle IP, Inc. (Chicago, IL)
- …. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our ... belong. Whether you've got deep experience in commercial real estate , skilled trades or technology, or you're looking to...tasks and responsibilities, or with various types of people. Planning and Organizing - Ability to establish a course… more
- Spartan Placements LLC (Cleveland, OH)
- …of experience in public accounting (internship applicable) Estate , Gift and Trust and international tax planning experience preferred Efficiency in software ... Tax Senior Associate Whether you're looking to advance your career,...partnerships, and corporations Develop skills in tax research and planning , including tax regulation, law and preparations Assist in… more
- State Employees' Credit Union (Rocky Mount, NC)
- … Estate products and services offered by SECU (ie, insurance, retirement planning , investment services, trust , and mortgage services) and provide referrals as ... union philosophy of "People Helping People," join our team! Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to provide… more
- Wright Staffing Source (Minneapolis, MN)
- …, preferably with an emphasis on transfer tax planning , as well as trust and estate administration, including drafting trust agreements and wills, ... About the job Private Client Associate Attorney About us: At Wright Staffing Source,...handling probate proceedings, administering trusts, and preparing gift and estate tax returns. Candidates must be collaborative and motivated… more
- Gpac (Bridgeport, CT)
- …Seeking a mid-level Trusts & Estates Associate with 5+ years of experience in estate planning , trust administration, and probate to work in our New Haven ... development activities Qualifications and Skills: 5+years of experience in estate planning , trust administration, and probate administration Juris Doctorate… more
- Cruitin (Brielle, NJ)
- …in probate filings and procedures Strong skills in drafting legal documents related to estate planning and trust administration Knowledge of Trusts & Estates ... & Estates law, providing comprehensive legal services to individuals and families in estate planning , probate administration, and trust management. We are… more
- Randstad (Tampa, FL)
- …a smoke free environment Skills Administrative Duties (2 years of experience is required) Estate planning (2 years of experience is preferred) Pension and Trusts ... with remote staff Qualifications 2+ years of legal administrative experience (probate/ estate law preferred) Associate degree or equivalent experience Great… 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 ... opening in the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… 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 ... planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Robert Half Legal (St. Louis, MO)
- …+ Active Missouri Bar license (or ability to obtain) + 3+ years of experience in estate planning and/or trust and estate administration + Strong legal ... Description Estate Planning Attorney - Confidential Opportunity...estate , gift, and income tax strategies + Handle trust and estate administration, including probate matters… more
- Robert Half Legal (Encino, CA)
- Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate ... planning documents and handle the administration too. The Estate Planning Attorney will be designing plans...complex trust administration. All levels for this estate planning attorney will be considered! 6… more
- Wipfli LLP (Chicago, IL)
- … trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) ... + Lead tax engagements from start to finish, including planning , budgeting and monitoring fees, execution, and delivery +... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles… more
- Robert Half Legal (Chicago, IL)
- …Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Grant Thornton (San Francisco, CA)
- 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...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
