- Bank OZK (Clearwater, FL)
- …and maintains knowledge relevant to the position regarding state trust law, fiduciary income tax, basic estate tax and gift tax, and other applicable ... trust laws. + Knowledge of basic federal income, estate and gift tax. + Knowledge of trust...fiduciary environment, required; and/or 6+ years' experience in estate planning, trust administration, and/or probate in… more
- NBT Bank (Manchester, NH)
- …and financial experience. + Minimum 8 years' experience in trust administration, estate planning or related fiduciary role. + Proven track record in business ... ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher...as Cannon Trust or New York Bankers Trust Schools to include coursework in estate … more
- Robert Half Legal (Winston Salem, NC)
- …managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The ... with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & ...for both estates and trusts; + Draft and organize estate tax returns, fiduciary tax returns, and… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate * Experience in preparing Trust ... returns, estate tax, and gift tax * Ensuring accurate trust tax returns and estate tax return management * Utilizing CPA skills for effective tax management… more
- BMO Financial Group (Milwaukee, WI)
- … administration, estate planning, or wealth management. + Strong knowledge of fiduciary principles, trust laws, and estate planning strategies. + ... requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and desire to proactively… more
- Citigroup (Sioux Falls, SD)
- The Trust Fiduciary Lead is a strategic...of trust assets while achieving their specific trust and estate planning objectives and introduces ... be expected to: + Manage an existing book of trust and estate accounts: types of accounts...**Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** Full time… more
- NBT Bank (Lakeville, CT)
- …and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer ... as Cannon Trust or New York Bankers Trust Schools to include coursework in estate ...legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and… more
- Bank OZK (Dallas, TX)
- …education to stay up to date with applicable probate and trust law, fiduciary income tax, technical knowledge of federal estate , gift and GST tax and ... Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed...procedures and guidance. + Educates counterparts within Division regarding trust , tax and estate planning matters to… more
- Bank of America (Dallas, TX)
- …Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, ... attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning +… more
- Bank of America (Wichita, KS)
- …prospects **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust...of 5 years of trust administration and estate planning experience + Fiduciary professional with… more
- KeyBank (Westlake, OH)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- KeyBank (Seattle, WA)
- …duties and responsibilities of bank. Identifies and resolves potential trust and estate tax- related issues. Applies sound fiduciary judgment to trust ... 5th Avenue - Seattle, Washington 98101 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and… more
- Bank of America (Fort Worth, TX)
- …experience **Key Attributes / Competencies:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary ...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… more
- Raymond James Financial, Inc. (FL)
- …**Qualifications - External** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and welfare transfer ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Comerica (Charlotte, NC)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business ... process includes a review of state statutes, overall knowledge of trust and estate administration, an understanding of the family, current class of beneficiaries… more
- Truist (Baltimore, MD)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive...products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge… more
- Gelfand Rennert & Feldman (Encino, CA)
- …Responsibilities + Prepare and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's… more
- Gelfand Rennert & Feldman (Nashville, TN)
- …research. Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... years (Senior Staff) in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is required + CPA or CPA… more
- Edward Jones (St. Louis, MO)
- …related legal or financial services experience required + Knowledge of advanced fiduciary , gifting, trust management principles, estate planning principles, ... **Team Overview:** Do you have a strong background in trust and estate management? Do you have...Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary… more
- Fiduciary Real Estate Development (Fitchburg, WI)
- …responsibilities to be able to provide support to your teams. + Builds trust and communicates effectively within property, across company departments and in the ... community. + Adhere to fair housing laws, OSHA/Safety regulations, and company policies (training provided). + Annual budget creation and financial reporting + Reliable vehicle, valid driver's license with good driving record, and auto insurance. Schedule:… more
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