- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...degree required + Relevant years of experience in the trust and estates industry + Advanced degree… more
- Robert Half Legal (Wilmington, DE)
- Description Job Title: Paralegal - Trust & Estate Administration Location: Wilmington, DE Are you an innovative, highly organized Paralegal with an interest in ... boutique law firm in Wilmington, DE, specializing in trusts, estates , and tax; business transactions; and litigation. They are...innovative Paralegal with a minimum of 3+ years in Trust & Estate Administration to join their… more
- Robert Half Finance & Accounting (Stamford, CT)
- …A reputable law firm in Stamford is seeking a Legal Assistant to support their Trust & Estates Partner. The ideal candidate will have exposure to working in ... a trust and estate practice, excellent organizational skills,...utmost precision. Responsibilities: 1. Provide administrative support to the Trust & Estates Partner and work closely… more
- Williams Parker (Sarasota, FL)
- …exceptional client service and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax research, legal ... law firm - with the area's largest Trusts & Estates practice group - is actively seeking highly experienced...document drafting with accuracy and efficiency; preparing and reviewing estate tax returns, gift tax returns, and trust… more
- Robert Half Legal (Framingham, MA)
- …and organizing - Excellent problem-solving skills - Foundational knowledge in Probate & Estate Administration - Command of estate planning - Strong familiarity ... with Estate Law - Comprehensive knowledge of Revocable Trusts - Tax returns experience - Customer service oriented communication skills that allow for pleasant and beneficial interactions with all customers - Ideal candidate should possess knowledge of… more
- Robert Half Legal (Santa Barbara, CA)
- Description Established Trust Estate and Probate firm has partnered with RHL and are currently seeking a skilled and experienced Trust and Estate ... a minimum of 5-10 years of experience in complex trust and estate administration, covering all aspects...+ Manage and oversee the administration of trusts and estates , ensuring compliance with legal requirements and deadlines. +… more
- ManpowerGroup (New York, NY)
- …trusts and estates . Responsibilities include handling all aspects of trust and estate administration including: Maintaining checkbook and banking record; ... ** Trust & Estates Administrator- Garden City...executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and… more
- PNC (Houston, TX)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Charles Schwab (Lone Tree, CO)
- …The Director, Senior Tax Planning Specialist role is a part of the Tax, Trust , and Estate team that provides tremendous value and benefits to High-Net-Worth ... with complex financial affairs, substantial business interests, large family estates and investment portfolios. **What you have** **Required Qualifications** +… more
- Comerica (New York, NY)
- …mitigate and escalate risks. * Collaborate to resolve issues within the real estate portfolio with trust officers, co-fiduciaries, clients and their professional ... the business development process through direct client calls and presentations, promoting Trust Real Estate products and services. * Maintain productive… more
- Robert Half Legal (Winston Salem, NC)
- …and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The paralegal must ... with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & ...gathering, and valuing assets; + Preparing accountings for both estates and trusts; + Draft and organize estate… more
- San Diego Humane Society (San Diego, CA)
- Senior Director of Estate and Gift Planning Philanthropy and Communications San Diego, California Apply Description San Diego Humane Society is hiring a Senior ... Director of Estate and Gift Planning! How you'll impact our mission:...to the organization - eg gifts by will or trust , retirement funds, payable on death accounts and life… more
- Quinnipiac University (Hamden, CT)
- …University and become a vital part of our Development and Alumni Affairs team as Director of Estate , Trust & Gift Planning. As a member of our team, you'll be at ... + Bachelor's degree required + An advanced degree or professional certification related to estate and/or financial planning such as a CPA, CFP, JD, AB, LLM, MBA,… more
- Bank of America (Houston, TX)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for increasing estate ... and/or certifications preferred + Minimum of 2-3 years of personal trust / estate settlement/investment related experience + Excellent interpersonal and technical… more
- Jaclyn Foster Paralegal Group, LLC (Braintree, MA)
- Estate Planning Paralegal Herbst Law Group POSITION SUMMARY Del. Trust , in collaboration with a premier Massachusetts estate planning firm, is actively ... seeking a dedicated Trusts and Estates Paralegal to join their team. This is an...field of estate planning. The firm offers estate planning and probate and trust administration… more
- Robert Half Legal (Portland, OR)
- …their Trusts & Estates practice. This role primarily revolves around drafting estate planning documents, assisting in all stages of probate and trust ... Requirements Qualifications: + Minimum 4 years of experience in estate planning, trust administration, or probate law. + Paralegal certificate or associate's… more
- CIBC (New Brunswick, NJ)
- …Primary accountability for the timely, accurate, and professional administration of complex estate , trust and power of attorney accounts. You will identify ... ensure consistency with account objectives, documents and legislation. + ** Trust & Estate Acumen -** Ensure the...the unique needs of clients and the characteristics of Estates and Trust .Establish effective tracking, monitoring and… more
- Bankers Trust (Des Moines, IA)
- …This position will have a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some of our largest and ... Primary Functions and/or Responsibilities: . Relationship management and administration of personal trust and estate accounts and other assigned accounts, when… more
- State of Montana (Olney, MT)
- …knowledge, skills, and abilities: * This position requires working knowledge of the Trust Land Management System (TLMS); DNRC Real Estate Management related ... counties. The offices implement and administer department programs for the Forestry and Trust Lands Divisions, which includes managing all trust land ownership… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... preferred. + Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters.… more
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