- Price Benowitz LLP (Washington, DC)
- …of attorney, and other related documents.Managing and overseeing estate administration processes, including probate and trust administration .Advising ... (MD) or Virginia (VA).A minimum of 5 years of experience in estate planning and estate administration .Strong knowledge of federal and state tax laws related… more
- M&T Bank (Stuart, FL)
- … Settlement Officer. + Proactively develops individual core competencies in the areas of Estate and Trust Administration with the goal of beginning to ... in the area of estates and trusts or post death estate and trust administration . Self-motivated with good administrative skills. Demonstrates ability… more
- Robert Half Legal (Chicago, IL)
- …certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and organizational ... Estate Planning Paralegal will be supporting attorneys handling estate planning, estate administration , and...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Bank of America (Chicago, IL)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration . * Responsible for increasing estate ... Estate Settlement III Chicago, Illinois **Job Description:** At...Compliance, SAM, ART), to ensure accurate, timely and efficient administration , and to manage business risk. * Maintains high… more
- Bank of America (Dallas, TX)
- …probate estates and/or terminating trusts requiring technical experience and knowledge in estate and trust administration . Responsible for assisting senior ... Settlement Officer I, Estate Providence, Rhode Island;Dallas, Texas; Waltham, Massachusetts; Pennington,..., BITS, etc.) to ensure accurate, timely and efficient administration , and to manage risk. Participates in sales calls… more
- Robert Half Legal (Stockton, CA)
- …of experience in the legal field, specifically in estate planning, probate, and trust and estate administration * Proficient in probate litigation and ... protect clients from undue influence * Advise trustees on trust administration matters and accounting * Prepare...Planning * Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …Bachelor's degree preferred. + Demonstrate basic knowledge and skills in the areas of trust administration , estate planning strategies and income, gift and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...the Estate Officer in all aspects of estate administration including communication with multiple beneficiaries,… more
- Robert Half Legal (Portland, OR)
- …paralegals, support staff, and clients. + Prepare and draft legal documents related to estate planning, probate, and trust administration matters. + Delegate ... within the firm. + Advise clients on complex matters related to estate planning, probate, trust , and tax matters. + Comply with all legal standards and… more
- Commerce Bank (Kansas City, MO)
- …protocols + Author memorandums for internal use on technical topics relating to trust and estate administration ; deliver training presentations to internal ... administration . Position will provide support to advisors and trust professionals on estate planning, tax and...and charitable trusts (including private foundations) related to the administration of trust and/or estate … more
- Neuberger Berman (Wilmington, DE)
- …client service/support or related experience in the financial services industry + Experience in trust or estate administration is a plus (but not required) ... support to a senior trust officer in the administration of trust , estate , and investment management accounts. **Responsibilities** + Participate… more
- US Bank (Tempe, AZ)
- …tax compliance, forms reporting, and regulatory filings. - Strong fiduciary knowledge related to trust & estate administration and GST Tax Preparation and ... One. **Job Description** SUMMARY US Bank is seeking a Trust Tax Department Manager within its Wealth Management division....SVP Head of Tax Services. RESPONSIBILITIES Tax Operations & Administration Management: - This position is highly focused on… more
- Regions Bank (Lufkin, TX)
- …business, finance, economics, accounting or related field + Eight (8) years of Trust Administration , Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...trust and investment management industry to ensure prudent administration and investment management + Partners with Trust… more
- Regions Bank (Birmingham, AL)
- …business, finance, economics, accounting or related field + Five (5) years of Trust Administration , Estate /Tax Law, Financial Planning or relevant experience ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...trust and investment management industry to ensure prudent administration and investment management + Partners with Trust… more
- Citizens (Boston, MA)
- …Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts ... (CCPW). They lead the day to day management and administration of trust accounts, and for working...their advisors as appropriate. Educate clients and beneficiaries on estate and trust planning strategies to include… more
- Comerica (Farmington Hills, MI)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration . Responsibilities: * ... decisioning process includes a review of state statutes, overall knowledge of trust and estate administration , an understanding of the family, current class… more
- Regions Bank (Knoxville, TN)
- …is incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration , Estate /Tax Law, Financial Planning or relevant ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities include… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …similar) + 10 years of demonstrated fiduciary client service/sales + Advanced knowledge of trust administration , estate planning strategies, and income and ... all fiduciary rules, regulations and internal governance throughout the administration of the trust + Cultivate relationships...estate tax matters Senior Trust Advisor LOCATION -- Grand Rapids, Michigan 49503 Fifth… more
- JPMorgan Chase (Fort Worth, TX)
- …Advanced degree such as JD or MBA + Demonstrated understanding of wealth management, trust and estate administration , and/or vendor management JPMorgan Chase ... Trusts & Estates practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and minerals. This includes… more
- Williams Parker (Sarasota, FL)
- …future beneficiaries and owners. You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary, in probate ... and complex estate planning, tax planning, and probate and trust administration matters with high-net-worth clients. + Possess an enthusiastic attitude with… more
- Robert Half Legal (Philadelphia, PA)
- …based in Center City Philadelphia is seeking an Attorney with 5+ years' experience in Estate and Trust administration for a full-time position in its Estates ... client base preferred. Qualifications: * Understanding of estate planning, estate administration and trust administration * Experience with wills… more
