- BMO Financial Group (Chicago, IL)
- The Associate General Counsel (AGC), Trust & Estate Administration, manages the legal team that delivers legal and regulatory advice on trust and ... estate administration products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group's US Wealth Management business, which consists of several interrelated companies that offer banking, investment, and fiduciary… more
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE. The Accountability Office (AO) is responsible for ... City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and...of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office… 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 Rothschild ... the Blue Bell and Philadelphia, PA offices for a Trust & Estate Planning associate ...research, writing skills, and academic record. + Experience in trusts and estate planning, administration, and taxation… more
- Wipfli LLP (Tinley Park, IL)
- …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 ... language + Experience and knowledge of income tax and estate value impact of various trust vehicles...trust vehicles including: + Charitable remainder and lead trusts + Spousal lifetime access trusts +… more
- Robert Half Legal (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Bank of America (Clayton, MO)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... * Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for… more
- JPMorgan Chase (San Francisco, CA)
- …developers, investors, operating companies, investment funds and trusts ! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate , your ... commercial real estate owners,...(REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job… more
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- JPMorgan Chase (New York, NY)
- …customized financing and payment solutions to the top tier of commercial real estate owners, investors, operating companies, and trusts ! Commercial Term Lending ... professional to join our team as a Project Management Associate . This key position will support the Co-Head of...the Commercial Term Lending team, you provide commercial real estate owners and investors with term financing solutions for… more
- Regions Bank (Atlanta, GA)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… more
- Robert Half Legal (Boston, MA)
- Description Robert Half Legal Permanent Placement is seeking a talented Trusts & Estates Attorney with tax experience to join our Tax, Trusts & Estates ... in Boston. Serve high-net-worth individuals, families, and fiduciaries in estate planning, trust / estate administration, and...Qualifications: + JD with 2-5 years of experience in trusts , estates , and tax law (more experience… more
- First National Bank of Omaha (Dekalb, IL)
- … trust relationships consisting primarily of revocable, irrevocable trusts and estate accounts. The Sr. Trust Associate provides complex advice and ... on business needs. **Summary of the Job:** The Sr. Trust Associate role is a relationship management...interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as… more
- Wells Fargo (Minneapolis, MN)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...this role:** Wells Fargo is seeking a Position Title Associate Fiduciary Specialist Working at Wells Fargo | Jobs… more
- Wells Fargo (Wilmington, DE)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets,… more
- University of Virginia (Charlottesville, VA)
- …of Virginia seeks applicants for a full-time, open professorial rank (Assistant, Associate , or Full), general faculty (non-tenure track) position in real estate ... expected to teach undergraduate and graduate courses in real estate , as well as engage as a member of...bound together by distinctive foundational values of honor, integrity, trust , and respect;" and + "universal dedication to excellence… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …interest, charitable solicitation and gift issues, state and federal law compliance, trusts and estates , and matters involving affiliates and affiliations. ... as well as unusual and complex gifts; and assist in the management of trusts and estates benefiting the University, including reviewing accountings and releases,… more
- Healthpeak Properties, Inc. (Omaha, NE)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...have a minimum high school diploma or GED, an associate 's or bachelor's degree preferred + Previous exposure to… more
- Healthpeak Properties, Inc. (Milwaukee, WI)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...POSITION RESPONSIBILITIES Healthpeak is seeking a full-time Operations Support Associate for an immediate, temporary assignment of approximately 4… more
- Robert Half Legal (Menlo Park, CA)
- …partner and associate , with occasional assistance for other attorneys in the trusts and estates practice. The ideal candidate will thrive in a collaborative ... related documentation. * Conduct research and prepare materials for estate planning and trusts documentation. * Perform...Support occasional administrative needs for additional attorneys in the trusts and estates practice. * Assist with… more
- WTW (Houston, TX)
- …More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards ... broking team to achieve agreed operational and financial goals and objectives. At WTW, we trust you to know your work and the people, tools and environment you need… more