- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, charitable trusts, and ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust Administrator...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument… more
- Robert Half Legal (Chicago, IL)
- …with opening and closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage estate checking accounts + ... international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience...Prepare and file Illinois state and federal estate tax returns, including court inventory + Coordinate asset… more
- New York State Civil Service (New York, NY)
- …No Agency Attorney General, Office of the Title Attorney: Trusts and Estates Section Chief: Lateral Attorney Manager(3734) Occupational Category Legal Salary Grade ... six (6) years of experience in handling trusts and estate matters and litigation, and familiarity with the Surrogate's...required. The ideal candidate will have knowledge of the Estates , Powers and Trusts Law, the Surrogate's Court Procedures… more
- Williams Parker (Sarasota, FL)
- …Parker, the region's oldest law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts & Estates Attorneys ... join our team in Sarasota, Florida. Our robust practice is welcoming Trusts & Estates attorneys with 3-10 years of experience to work with clients and their… more
- Robert Half Legal (King Of Prussia, PA)
- …matters. + Conduct in-depth research on complex tax issues related to trusts and estates . + Prepare federal gift and estate tax returns accurately. + Review ... Description Trusts and Estates Associate - King of Prussia, PA Our...a dynamic, supportive work culture. Key Responsibilities: + Draft estate planning documents and actively assist in estate… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax, Trusts, and Estates Paralegal (#3868) The Minneapolis office is seeking an experienced tax professional to join our Tax, Trusts & Estates practice group. ... will have relevant experience with the preparation of complex estate , gift, and fiduciary tax returns, as well as...Team with attorneys in all phases of administering complex estates and trusts, including, but not limited to, preparation… more
- Needham Bank (Needham, MA)
- Job Descriptions: Provides trust and estates legal guidance to the Bank in connection with reviewing and opening Trust and Estate accounts. Perform all real ... ESSENTIAL DUTIES & RESPONSIBILITIES + Reviews and interprets complex estate and trust documents for new and existing customers....The position requires either existing knowledge of trusts and estates , or the ability to learn both. + Must… more
- City of New York (New York, NY)
- …claims for recoupment of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office of Legal Affairs and ... State, and City laws, rules and regulations. Specifically, the Estates Unit represents DSS and asserts liens and claims...recruiting for (1) one PAAII to function as an Estates Casualty Supervisor, who will: - Supervise staff within… more
- Robert Half Legal (Baltimore, MD)
- …involves providing comprehensive administrative and legal support in the field of estate planning, probate, and trust administration. Our client offers a collegial ... trusts, powers of attorney, and probate petitions * Assist in preparing estate and trust accountings, asset inventories, and beneficiary distributions * Manage and… more
- Robert Half Legal (Roseland, NJ)
- …mid-sized law firm, is seeking a meticulous, diligent, and experienced Trust & Estates Paralegal to join its growing practice. Candidates must have the ability to ... manage the estate administration process from beginning to end for multiple estates . Additionally, candidates must be able to work independently, be highly… more
- The Salvation Army (West Nyack, NY)
- …our Eastern Territorial Headquarters in West Nyack, NY has an opening for an Estates Specialist. This position functions as an integral component of estates ... the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy cases through...+ Update information in 3rd Party Trust tab in Estates Database when necessary. + Assist Document Specialist with… more
- JPMorgan Chase (New York, NY)
- …products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. **Job Summary:** As a Settlement Officer ... VP in Wealth Management Solutions, Trust & Estates , you will oversee the administration of the trust....counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- JPMorgan Chase (Newark, DE)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most capable people,...Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our… more
- JPMorgan Chase (Chicago, IL)
- …knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates (T&E) Tax practice ... collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice groups. You will engage directly… more
- Robert Half Legal (Baltimore, MD)
- …provision of legal support to attorneys, primarily within the realms of estate planning and administration. This position involves a diverse range of ... client management. Responsibilities: * Drafting various legal documents including estate planning and administration documents, engagement letters, summary letters,… more
- DA Davidson Companies (Great Falls, MT)
- …for the legal transfer of assets between accounts related to estate administration process or accounts involving deceased clients. Act as contact ... and/or questions in a collaborative manner.*Responsible for creating, maintaining, and monitoring estate files until transfer of assets or update of the account is… more
- JPMorgan Chase (Columbus, OH)
- …products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. **Job Description** The Practice Lead for ... (RPAM) teams is a pivotal senior leadership role within the Global Trusts and Estates Practice. As a practice lead, you will be responsible for the strategic… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Legal Assistant - Tax, Trusts & Estates (#3894) We are seeking aLegal Assistantin the Tax, Trusts, and Estates Department in our Minneapolis office. As a valued ... team member, you will provide legal administrative support in a fast-paced environment to attorneys, paralegals, and business professionals. Are you a good communicator with a focus on excellent client service? Do you thrive in a dynamic office environment? Do… more
- Robert Half Legal (Annapolis, MD)
- Description Unique Attorney opportunity in Annapolis, MD for a boutique Trusts & Estates firm. In addition to a four (4) day work week, our client offers extensive ... will be working in the legal industry, focusing on Trusts & Estates . Competitive benefits including: + Continuing education and mentorship; + Professional… more
- CAMBA (Staten Island, NY)
- …the challenges faced by nearly 1.7 million New Yorkers today. The Sea View Estates is an affordable development in Staten Island with a total unit capacity of ... 316 and will have a set-aside to lease to 48 households formerly residing in City homeless shelters. CAMBA provides on-site case management and supportive services. Position: Case Manager Reports To: Program Manager Location: 201 Hamilton Avenue Staten Island… more