- 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
- 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 (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 (DE)
- …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
- 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
- Citigroup (DE)
- …High Net Worth clients to administer their trusts and achieve the client's specific trust and estate planning objectives. **Job Requirements** + Jointly ... manage a book of trust and estate accounts: types include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, charitable trusts, … more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and success preferred + Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and ... Third Bank. GENERAL FUNCTION: + Partner with the Senior Trust Officers and Trust Officers in every...in the industry with regard to fiduciary matters (eg estate planning , probate, estate , gift… 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
- 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 (Atlanta, GA)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Principles of trust administration and estate planning . **Skill in:** ... skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond… 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
- 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
- Robert Half Legal (Troy, MI)
- Description We are offering a unique opportunity for an experienced Attorney/Lawyer, specialized in Trust and Estate Planning . This is a great opportunity to ... join a growing company We are seeking a skilled and experienced Trust and Estate Planning Attorney to join our dynamic legal team. The ideal candidate will… 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
- Robert Half Legal (Sherman Oaks, CA)
- …is partnering with an industry leading firm in the valley in their search for an Estate Planning , Probate, and Trust Attorney. This is a boutique office ... focused on Estate Planning , Probate, Trust , and Eldercare Law. This is a highly collaborative team that is looking for someone that can hit the ground… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** : * Function in a professional office… more
- Umpqua Bank (Phoenix, AZ)
- …Client Advisor** **:** Serves as an expertininvestments, banking, wealth and estate planning , trust servicesand providesrelationship-basedservices to new ... Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning , investment management and trust serviceswithaveryfavorable reputation… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Serve as a resource to the USWM field in the areas of financial, tax and trust & estate planning strategies as well as in concentrated position management, ... service function + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can… more
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