- Bank of America (Seattle, WA)
- …technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, ... more
- Robert Half Legal (Burlingame, CA)
- …with a prestigious law firm that is seeking a skilled Legal Secretary with experience in Trust & Estate law to join the team as a Floater Secretary. This role ... more
- Robert Half Legal (Los Angeles, CA)
- Description A prestigious 20+ attorney trust and estate firm located in Century City is currently seeking an attorney with over 5 years of experience in ... more
- Bank of America (Las Vegas, NV)
- …planning services to address their high- and ultra-high net worth clients' trust , estate /wealth transfer, and financial planning needs. Key responsibilities ... more
- Robert Half Legal (Coral Gables, FL)
- …Gables, Florida. As part of our legal team, you will be involved in complex trust and estate planning matters, providing expert advice to clients, and ensuring ... more
- Robert Half Legal (Chicago, IL)
- …involve preparing and reviewing various legal documents and correspondence, managing estate planning documents, maintaining trust / estate financial records, ... more
- Wells Fargo (TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... more
- JPMorgan Chase (Houston, TX)
- …to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, ... more
- CIBC (Boston, MA)
- …overall client experience with CIBC Private Wealth + Assist with the review of estate planning and trust documents + Preparation of written and graphical ... more
- PNC (Cleveland, OH)
- …team and external service providers to manage and support the insurance function for Trust Real Estate . This includes: * Utilizing our insurance database TIMS ( ... more
- Robert Half Finance & Accounting (Portland, ME)
- …will have the following skills & experience: + 2+ years experience in trust / estate and personal tax returns. + Relationship building and communication skills ... more
- US Bank (St. Paul, MN)
- …in regulatory compliance activities **_Preferred Skills/Experience_** + Understanding of trust / estate administration principles and process + Working knowledge ... more
- M&T Bank (Washington, DC)
- …Bachelor's degree and a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal ... more
- Robert Half Legal (Encino, CA)
- …trusts, and grantor retained annuity trusts, as well as experience in complex trust administration. All levels for this estate planning attorney will be ... more
- KeyBank (Columbus, OH)
- …to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment ... more
- KeyBank (Palm Beach Gardens, FL)
- …to determine duties and responsibilities of bank. Identifies and resolves potential trust and estate tax- related issues. Applies sound fiduciary judgment ... more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... more
- City National Bank (Wilmington, DE)
- …Officer position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests ... more