• Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (Columbus, OH)
    …services including trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial ... of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline… more
    JPMorgan Chase (09/26/24)
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  • Legal Administrator

    Robert Half Legal (Wellesley Hills, MA)
    Description Robert Half Legal Permanent Placement is seeking an experienced Estate Administrator with Probate to join our client's team. If you are a motivated, ... probate court and create trust accountings. + Prepare federal and state estate tax returns. + Open and close estate accounts diligently. + Oversee other… more
    Robert Half Legal (10/16/24)
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  • Real Estate Administrator

    Learning Care Group (Novi, MI)
    Real Estate Administrator Share by Email Share on LinkedIn Share on X ... strategic real estate goals. The job of Real Estate Administrator can be performed in the following states: Alabama,...requesting all backup from the Landlord or Property Manager ( tax bills, INS bills, receipts showing all charges billed… more
    Learning Care Group (10/08/24)
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  • Trusts & Estates Client Portfolio…

    Dorsey & Whitney LLP (Minneapolis, MN)
    Trusts & Estates Client Portfolio Administrator (#3870) We are looking for aTrusts & Estates Client Portfolio Administratorto join our Minneapolis office. In this ... At least 5 years of law firm experience as a legal assistant or paralegal , or equivalent experience. - Experience with organizing and transitioning from paper files… more
    Dorsey & Whitney LLP (09/14/24)
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  • Corporate Information Analyst Tax Services

    AdventHealth (Altamonte Springs, FL)
    …ventures owned or operated by AHS or AHS affiliated entities. System administrator for Global Entity Management System (GEMS) database system. Accumulates, verifies, ... information. **The expertise and experiences you'll need to succeed** **:** . Paralegal degree or Minimum of 3 years corporate law experience **Preferred… more
    AdventHealth (08/10/24)
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  • Trust Associate

    DA Davidson Companies (Seattle, WA)
    …required.* Paralegal certification or past employment in the capacity of a paralegal a plus.* Basic understanding of fiduciary tax issues surrounding trust ... the DA Davidson Trust team in the important role of Personal Trust Administrator . You'll work closely with Trust Officers to deliver an exceptional client experience… more
    DA Davidson Companies (08/24/24)
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  • Fund Services - Documentation Negotiator- Director

    Morgan Stanley (Purchase, NY)
    …within MSFS. These include accounting and investor services professionals, tax , risk andtransitionmanagement. Interaction with the Morgan Stanley Legal Department, ... legal role with a law firm, bank, hedge fund administrator , investment adviser or in a legal role otherwise...Documentation Team includes 7 NY-based lawyers, and one skilled paralegal . Outside the US, another 8 team members provide… more
    Morgan Stanley (10/05/24)
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