- Wells Fargo (Charlotte, NC)
- …estate planning and wealth transfer + Knowledge and understanding of wealth planning, trust and estate settlement, fiduciary law, taxation and investments ... is part of the Estate Services group within the Banking, Lending and Trust Division of Wealth and Investment Management. + Responsible for leading a team of… 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
- Bank of America (Florham Park, NJ)
- …and skills: + 5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning. ... Description: Market Trust Director (MTD) is an experienced and skilled fiduciary professional. This position is a MTD role serving clients of Merrill Advisors… 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 ... high-net-worth clients **Desired Skills:** + A minimum of 5 years of trust administration, fiduciary law, and estate & wealth transfer planning experience +… 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
- 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 (Atlanta, GA)
- …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
- Bank of America (Boca Raton, FL)
- Specialized Fiduciary Administrator II - Estate Settlement Services Boca Raton, Florida **Job Description:** At Bank of America, we are guided by a common ... impact, along with the power to make a difference. Join us! **Specialized Fiduciary Administrator II, Estate Settlement Services** **-** This job is responsible… more
- Veterans Benefits Administration (Indianapolis, IN)
- …located within the Indianapolis VA Regional Office (VARO), within the Fiduciary Hub. The Veterans Service Representative/ Fiduciary Accounting Representative ... calls and communication with fiduciaries and beneficiaries under the supervision of the Fiduciary Program, to explain the full range of VA benefits and all related… more
- M&T Bank (Wilmington, DE)
- …Responsibilities:** + Provide compliance oversight, support and guidance for Wealth, Personal Trust and/or Private Banking products and personnel in accordance with ... fiduciary standards, applicable laws, rules, regulations, and regulatory expectations...trading and investing strategies, financial management services, retirement and estate planning + Evaluate and provide guidance with other… more
- Wells Fargo (Minneapolis, MN)
- …the job expectations below + Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo | Jobs...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate … more
- Truist (Atlanta, GA)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge...degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description… more
- ManpowerGroup (Jersey City, NJ)
- …125k-175k base salary plus benefits** This boutique law firm is immediately hiring a Trust and Estates Fiduciary Accountant. This T&E Fiduciary Accountant ... have the following experience, qualities and skills: --Preparation of federal and state estate tax returns, gift tax returns and fiduciary income tax returns… more
- Zions Bancorporation (Houston, TX)
- …TX. A Fiduciary Services Manager develops new business and promotes trust products and services. A successful candidate will: administer large and complex ... we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position...personal trust and estate accounts; work closely with… more
- Gelfand Rennert & Feldman (Century City, 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
- JPMorgan Chase (New York, NY)
- …Professional assists in the daily management of the estate and terminating trust accounts in accordance with the Bank's fiduciary responsibilities as trustee ... Professional, you will support a team of Estate Officers and Administrators in the management of fiduciary accounts. Under their supervision, the Estate … more
- SMBC (Brea, CA)
- …Banking Relationship Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not ... of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The… more
- Fox Rothschild LLP (New York, NY)
- New York - Trust and Estate Planning Associate **Description:** Fox Rothschild has an opening in New York, NY for a Trust & Estate associate in our ... skills, and academic record. + Experience in trusts and estate planning, administration and taxation (including for high net-worth...life insurance structures. + Experience with all levels of fiduciary litigation is a plus. + LLM in Taxation… 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 including ... expenses. Works with the market Client Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all aspects of … more
- Commerce Bank (Kansas City, MO)
- …in trust and estate accounts + Interpret and help Commerce Trust teams to apply fiduciary policies, procedures and related governance protocols + Author ... administration. Position will provide support to advisors and trust professionals on estate planning, tax and...an as-needed basis on matters related to trusts and estate developments and other fiduciary administration topics… more
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