- City National Bank (Irvine, CA)
- …with Tax Vendor and external accountants. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary ... * SETTLEMENT AND TERMINATION OFFICER* WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in… more
- Anywhere Real Estate (Detroit, MI)
- …capabilities to generate data-driven insights that serve the heart of Anywhere Advisor and Anywhere Brand business. Together with our business counterparts in the ... real estate business, we work daily to deliver differentiating insights...the Role** We're seeking a talented, creative, and motivated Senior Data Engineer who loves to build data platform… more
- Anywhere Real Estate (Los Angeles, CA)
- … Estate Counsel, you will collaborate closely with other legal professionals, including the senior real estate attorney, a real estate paralegal, and a ... Focus: A commitment to providing high-quality client service and building trusted advisor relationships with business clients. Anywhere Real Estate Inc.… more
- NBT Bank (Lakeville, CT)
- …relates to the administration of assigned accounts. + 10% Effective and efficient Estate Settlement . Administers complex and high profile estate ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for...and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality… more
- US Bank (Fargo, ND)
- …of National Trust School Program **Preferred Skills/Experience** + Advanced knowledge of estate settlement , income, estate and multi-generational taxation ... all ancillary computer systems and programs. _Service Excellence:_ + Anticipates client and advisor needs. + Takes ownership and is accountable for task and issue… more
- Anywhere Real Estate (New York, NY)
- …expertise, network - and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. You'll do work ... issuing (and in some circumstances) drafting documentation + Assist Senior Immigration Specialists with several cyclical immigration-related projects (eg, annual… more