- Fifth Third Bank, NA (Oak Brook, IL)
- …specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and execution of Private ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts...and the like. + Extended viewing of CRT screen. Wealth Management Advisor- II Total Base Pay… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global ... Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- …Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts...France, Israel, etc.) and US tax reporting for foreign trusts . As a Trusts and Estates… more
- KeyBank (Chicago, IL)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as… more
- BMO Financial Group (Chicago, IL)
- …Minimum of 5 - 7 years of relevant experience in trust administration, estate planning, or wealth management . * Strong knowledge of fiduciary principles, ... our clients achieve their financial goals through tailored banking, wealth management , and trust solutions....is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary… more
- Robert Half Legal (Chicago, IL)
- …seeking a thoughtful, client-focused Estate Planning Attorney to join its Trusts & Estates group. This established firm serves individuals, families, ... entrepreneurs, and family-owned businesses on complex wealth -transfer planning, probate and trust administration, charitable.... Minimum 5 years dedicated trusts & estates experience, covering both planning and probate/ trust … more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.… more
- JPMorgan Chase (Chicago, IL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- CIBC (Chicago, IL)
- …Customer Experience (CX), Decision Making, Group Problem Solving, Market Trends, Mortgage Lending, Wealth Management At CIBC, we are in business to help our ... You will assist prospective clients in obtaining financing for residential real estate , using 1st and 2nd mortgage loans, either for purchase, refinance or… more
- KeyBank (Chicago, IL)
- …serve as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to position the team as ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal… more
- Anywhere Real Estate (Chicago, IL)
- …Our Title Group is a full-service title, settlement, underwriting, and vendor management services company serving consumers, real estate companies, affinity ... to property, such as mortgages, deeds, probate records, and trust agreements. + Read and interpret real estate...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- CIBC (Chicago, IL)
- …Primary responsibilities for this position will be that of Underwriting and Portfolio Management and execution of 1A risk management activities in a manner ... document exceptions + Follow up on past due real estate taxes / insurance certificates to clear exceptions +...Sell + Consults with the RM on cross-sell opportunities Management Responsibilities and Team Training + Mentor and provide… more