- 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 (Winston Salem, NC)
- …for managing and timely producing a high volume of complex, detailed work involving estate administration , trust administration and fiduciary accounting. ... and finalizing trusts, wills, and other estate planning documents; + Trust & Estate administration (ie, prepare accountings, manage trust expenses… 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
- ManpowerGroup (New York, NY)
- …for all trusts and estates . Responsibilities include handling all aspects of trust and estate administration including: Maintaining checkbook and banking ... executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and arranging for valuation as necessary.… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records ... technical expertise for all aspects of Trust & Estate account management and administration . Works collaboratively within the ESS team as part of the… 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
- 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
- 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
- Regions Bank (Nashville, TN)
- …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
- 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
- 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
- Robert Half Legal (Los Altos, CA)
- …powers of attorney, and other estate planning documents. + Assist with estate and trust administration , including asset gathering, creditor notification, ... in Silicon Valley is seeking a bright, motivated, and detail-oriented Junior Trust & Estate Attorney to join their established and expanding practice. This role… more
- Bank of America (Dallas, TX)
- …drive retention **Requirements:** + Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary ... **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- Bank of America (Atlanta, GA)
- …prospects **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer ... OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional with CTFA,… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …Experience securing significant gifts. Experience in law, accounting, financial planning, or trust / estate administration . Knowledge of best practices in ... Director maintains a thorough understanding of relevant tax, probate, trust and financial/ estate planning information and assists...assists with gifts of real property and assists with estate administration services as well. The Director… more
- Robert Half Legal (Sacramento, CA)
- …of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... writing and negotiating, planning and organizing - Command of Probate & Estate Administration - Experience with Estate Tax Return - Strong familiarity… more
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