- Morgan Stanley (New York, NY)
- … process. The candidate will serve as a thought leader in the areas of tax, trust & estate planning broadly, and in order to promote business development ... trust companies, etc. * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced degrees a plus… more
- UMB Bank (Kansas City, MO)
- …multiple tasks and work effectively in a team environment. + Interest in trust administration, estate planning , and private wealth management. **Compensation ... UMB is seeking a motivated and detail-oriented Trust , Estate & Private Wealth Intern...compliance with applicable law and regulations. + Help with estate planning processes, including review and summarizing… more
- Edward Jones (St. Louis, MO)
- …order to deliver an excellent client experience + Discussing and explaining complex estate planning concepts, trust terms and legal concerns/requirements ... or financial services experience required + Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes,… more
- Robert Half Legal (Chesterfield, MO)
- …Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning , and case management. The ideal candidate ... estate planning documents. Responsibilities: + Draft and review estate planning documents: trust documents, wills, living wills, etc. + Case… more
- Robert Half Legal (Hunt Valley, MD)
- …In this role, you'll work closely with various teams and clients, focusing on estate planning and trust administration. This role offers an exciting ... and power of attorney * Conduct thorough reviews and summaries of trust and key estate planning documents * Implement strategies to minimize estate… more
- Robert Half Legal (Philadelphia, PA)
- …work environment, focused on providing comprehensive legal services in asset protection, estate planning , business succession, and trust administration for ... tailored, strategic solutions. Key Responsibilities + Manage a variety of estate planning , probate, and trust administration cases, including preparing and… more
- Citigroup (Sioux Falls, SD)
- …the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a ... be expected to: + Manage an existing book of trust and estate accounts: types of accounts...includes 13 major categories. + Assess the client's overall estate and tax planning needs: including the… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …and computer skills + Excellent written and verbal communication skills + Paralegal, trust , estate planning , or financial/investment background not required, ... TRUST ASSOCIATE Dunham Trust Company (DTC)...timely, efficient manner; + Execute the terms of any estate plan or document for assigned accounts within proper… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail - Must possess analytical, legal research and writing… more
- Fifth Third Bank, NA (Louisville, KY)
- …similar) + 10 years of demonstrated fiduciary client service/sales + Advanced knowledge of trust administration, estate planning strategies, and income and ... Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the...and probate, estate , gift and income tax planning , guardianships, special needs trust , state-specific laws)… more
- Commerce Bank (Kansas City, MO)
- …as assigned Knowledge, Skills & Abilities Required + Strong understanding of the investment, trust and estate planning fields + Strong understanding of ... a leading provider of wealth management services including financial planning , estate and tax planning ,...financial planning , estate and tax planning , investment management, private banking and trust … more
- Bank OZK (Dallas, TX)
- …personal trusts, new procedures and guidance. + Educates counterparts within Division regarding trust , tax and estate planning matters to facilitate ... promotion of Division's personal trust and planning capabilities. + Serves as liaison between personal ... estate , gift and GST tax and multi-state estate and tax planning issues. + Conducts… more
- Vanguard (Malvern, PA)
- …of five years related work experience, paralegal/legal and regulatory experience in the trust and estate planning industry preferred. + Undergraduate degree ... Responsibilities: + Supports trust administration, including analysis of administrative requirements and preparation of related notices and nonjudicial settlement… 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 ... or her relationships through estate and financial planning . STO leads, and is accountable for, trust...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning… more
- Bank of America (Wichita, KS)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Bank of America (Fort Worth, TX)
- …AEP, JD, or CPA or related degrees preferred + Minimum of 3 years of trust administration and estate planning experience **Key Attributes / Competencies:** + ... maintain relationships and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice + Proactively engage… more
- Charles Schwab (Westlake, TX)
- …into understandable terms to deliver engaging presentations; equally adept at substantive trust conversations with estate planning attorneys or other ... **Your opportunity** The Senior Wealth Regional Trust Consultant is responsible for collaborating both with...business opportunities, primarily focusing on Ultra High Net Worth trust relationships for Charles Schwab Trust Company.… more
- Robert Half Legal (Boulder, CO)
- …We are looking for an attorney with 8 plus years post-law school experience in trust and estate planning for high-net-worth clients, tax planning , ... asset protection planning , trust and estate administration, and closely held business planning ...on complex estate planning , tax planning , asset protection planning , trust … more
- Regions Bank (Birmingham, AL)
- …Doctorate, Certified Public Accountant, other advanced degree + Six (6) years of Trust Administration, Estate /Tax Law, Financial Planning , or related ... of the system. **Job Description:** At Regions, the Private Wealth Management Estate Settlement Administrator is accountable for the administration of a book of… more
- Robert Half Legal (Winston Salem, NC)
- …needed. + Assisting attorneys with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & Estate ... and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The paralegal must… more
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