- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join ... their team. This Trust & Estates Paralegal is responsible for...estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- JPMorgan Chase (Newark, DE)
- …the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & ... The Global Trusts & Estates Practice is an integral part of the...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Williams Parker (Sarasota, FL)
- …beneficiaries and owners. You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary, in probate litigation ... law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts...service and developing long-term client relationships. + Experience in estate and trust planning, including excellent tax… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- … estate , gift, and fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust accountings. This position will ... Tax, Trusts, and Estates Paralegal (#3868) The Minneapolis office is seeking... paralegal. - Thorough understanding and knowledge of the estate and trust administration process from the… more
- Robert Half Legal (Baltimore, MD)
- …role involves providing comprehensive administrative and legal support in the field of estate planning, probate, and trust administration. Our client offers a ... of attorney, and probate petitions * Assist in preparing estate and trust accountings, asset inventories, and...and consultations * Conduct basic legal research related to estates , trusts, and probate matters as needed * Prepare… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …School seeks to hire a tenure-track assistant professor who will specialize in decedents' estate administration and estate proceedings, trust and trust ... assistant clerks who act as the judicial official presiding in estate , trust , and special proceedings. Teaching. The selected candidate will have… more
- US Bank (Hoffman Estates, IL)
- …adapting a digital first mindset. Strong client relationships are based on trust , assessing and attending to customers' banking needs, obtaining and processing ... customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through… more
- Southern Glazer's Wine and Spirits (King Of Prussia, PA)
- …Responsibilities** + Build positive, credible, lasting customer relationships based on trust + Discover and identify customer business growth needs + Develop ... a customer business growth plan for each account and build a pipeline of selling opportunities to drive incremental sales above base business + Analyze data and insights to increase sales, grow customer business, and better achieve objectives + Regularly and… more
- Robert Half Legal (Baltimore, MD)
- …you will have the opportunity to work in the administration of large and complex estates , as well as all types of trusts. This is a hybrid opportunity requiring 3 ... days in office per week once trained. Estate Administration Duties: + Handle all aspects of the...all appraisals and income tax returns (individual and fiduciary) Trust Administration Duties: + Handle all aspects of … more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... Functions: 1. Performs technical tax review and approval of individual, trusts, estates , and related entities tax returns to ensure accuracy and compliance with… more
- Edward Jones (St. Louis, MO)
- …Overview** **Position Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on ... to deliver an excellent client experience + Discussing and explaining complex estate planning concepts, trust terms and legal concerns/requirements with… more
- Robert Half Legal (Winston Salem, NC)
- …and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The paralegal must ... communication, writing and organizational skills. Responsibilities: + Prepare probate filings; + Trust & Estate administration (ie, prepare accountings, manage … more
- Regions Bank (Little Rock, AR)
- …the Natural Resources / Real Estate (NRRE) group to manage a portfolio of real estate properties either held in trust , agency, IRA, or estate accounts or ... relationships, working within one of the following specialty asset teams: **Real Estate ** Trust Property Managers on the Real Estate team manage real… more
- PNC (Fort Lauderdale, FL)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Legal (Cinnaminson, NJ)
- …expertise in Estate Planning and Estate Law * Familiarity with Trusts and Estates , Tax - Trust & Estate , Wills, Probate, and Probate & Estate ... representing clients in legal proceedings, managing Elder Law and Estate Planning cases, and leading a team. Responsibilities: *...* Draft and prepare various legal documents including Wills, Estates , Power of Attorney, Living Wills, Trust ,… more
- Bank of America (Dallas, TX)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for increasing estate ... Estate Settlement Officer III Dallas, Texas **Job Description:**...certifications preferred + Minimum of 2-3 years of personal trust /estatesettlement/investmentrelated experience + Excellent interpersonal and technical skills +… more
- Bank of America (Los Angeles, CA)
- …considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong communication and ... Estate Settlement Officer II, Private Banking Los Angeles,...Banking -** Accountable for managing and settling Private Bank estates and/or terminating trusts. Assigns tasks to the Settlement… more
- Comerica (Charlotte, NC)
- Trust Advisor III ( Estate Settlement Officer) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to make ... settlement process as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you will be responsible for serving as an Executor or… more
- UMB Bank (Kansas City, MO)
- …success is directly impacted by the growth of our Commercial Real Estate loan portfolio. The team consists of Portfolio Managers, Underwriters, and Relationship ... Managers. This team manages Commercial Real Estate throughout its life - developing meaningful connections with...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
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