- Bridges Trust Company (Omaha, NE)
- …teams by executing administrative and operational activities related to client investment, trust & estate administration, fiduciary , and advisory services. ... in financial services or client servicing preferred. Prior experience with investment, trust & estate , or advisory services strongly preferred. Series 65… more
- First Citizens Bank (Raleigh, NC)
- …associates through a strong knowledge of fiduciary norms. Responsibilities Fiduciary Management - Administers complex personal trust relationships. Consults ... with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply...Qualifications Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning… more
- Busey Bank (Urbana, IL)
- …financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures A fiduciary approach to managing client ... of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create… more
- MBC Talent Connections (Dallas, TX)
- …SLATs, ILITs, QTIPs, and charitable trusts. Handle complex trust and estate administration, including probate, fiduciary duties, and asset transfers. Advise ... The ideal candidate will have a strong foundation in estate planning, estate and trust ...Prepare and/or supervise the preparation of federal and state estate , gift, and fiduciary income tax returns… more
- Wipfli LLP (Englewood, 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 ... Abilities Qualifications: 5+ years of experience working with individuals, fiduciary , estate and gift compliance Requires a...agreement language Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- WithumSmith+Brown (New York, NY)
- …and surrounding communities. How you'll spend your time: Reviewing complex gift, estate , and fiduciary income tax returns, including related schedules and ... forms Reviewing of fiduciary accountings for estates and trusts Providing tax planning...and individual income taxes Researching and consulting on various estate , gift, and trust related issues, such… more
- Goldman Sachs, Inc. (Albany, NY)
- …QUALIFICATIONS EXPERIENCE & SKILLS WE'RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of ... core concepts of estate planning and administration required Experience with fiduciary income tax return preparation and estate and gift tax return… more
- TalentBurst, Inc. (Cleveland, OH)
- …to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure...to ensure high quality and timely administration of assigned fiduciary accounts. Keep current on the latest developments in… more
- US Bank (St. Louis, MO)
- …include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Advanced knowledge of estate settlement, income, estate ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities… more
- Franklin Templeton (Broomall, PA)
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer ... investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a… more
- Fawkes IDM (Boca Raton, FL)
- …and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. Requirements 5+ years of experience in a ... and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey,… more
- Addison Group (West Palm Beach, FL)
- …an experienced Trusts & Estates Paralegal to support attorneys in all aspects of estate and trust administration. The ideal candidate has 5+ years of recent ... and multi-jurisdictional estate matters. Key Responsibilities: Handle full-cycle estate and trust administration, including probate filings and asset… more
- Balentine (Atlanta, GA)
- …will provide comprehensive wealth management services, ranging from investment strategy, estate planning, and tax optimization to philanthropy and family governance. ... be the right fit if you: thrive in an environment that prioritizes trust , collaboration, and intentional culture, want the chance to guide clients through complex… more
- PrideStaff (Hackensack, NJ)
- …and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc. Pay: $75k - $162k Requirements 5 plus ... a full time position. Responsible for handling all phases of estate and trust administration, including probate , extensive communication with clients, financial… more
- Weiner Law (San Clemente, CA)
- …In this role, you will represent clients in contested probate and trust matters, including disputes involving wills, estates, fiduciary responsibilities, and ... Responsibilities *Represent clients in probate litigation matters, including will contests, trust disputes, and estate -related conflicts. *Represent clients in… more
- Baird (Pittsburgh, PA)
- …recommendations for resolution of complex financial issues Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers ... The experts at Baird Trust offer a broad array of customizable ...along with knowledge of global economic conditions Familiarity with fiduciary principles and prudent investment concepts General understanding of… more
- Allworth Financial (Folsom, CA)
- …employees. DUTIES AND RESPONSIBILITIES: Apply technical knowledge to prepare and review income, estate / trust and gift tax returns and provide staff with feedback ... income tax planning and compliance Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift return experience Strong… more
- Wells Fargo (Purchase, NY)
- … beneficiaries, and/or with families of disabled individuals + Knowledge and understanding of estate , trust , or fiduciary administration + Ability to read ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Robert Half Legal (Stockton, CA)
- …Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts ... in probate litigation and probate law * Experience in tax law, specifically fiduciary , trust and estate * Excellent written and verbal communication skills *… more
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