- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In some cases, may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...and acts in accordance herewith. * Handles Settlement of Estates and Trusts. * Knows and utilizes applicable local… more
- KPMG (Minneapolis, MN)
- **Business Title:** Senior Associate - Trust Tax **Requisition Number:** 119267 - 46 **Function:** Tax Services **Area of Interest:** **State:** MN **City:** ... are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate...Internal Revenue Code as it relates to trusts and estates + team player; and resourceful in delivering high… more
- 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
- Commerce Bank (Tamiami, FL)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- The Salvation Army (West Nyack, NY)
- …Document Management and archives when necessary. + Update information in 3rd Party Trust tab in Estates Database when necessary. + Assist Document Specialist ... in West Nyack, NY has an opening for an Estates Specialist. This position functions as an integral component...the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy cases through… 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 ... Description We are in search of an Associate Attorney to join our client's legal team...* 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:**...to colleagues within and outside of Settlement team. Non-licensed associate . **Responsibilities:** + Assigns tasks to the Settlement Assistants,… more
- Bank of America (Chicago, IL)
- …grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for increasing estate ... Estate Settlement III Chicago, Illinois **Job Description:** At...technical expertise and knowledge. This is a non licensed associate role. Responsibilities: * Assigns tasks to the Settlement… more
- Robert Half Legal (Encino, CA)
- Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate planning ... retained annuity trusts, as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the… more
- Cushman & Wakefield (East Rutherford, NJ)
- **Job Title** Associate (Commercial Real Estate ) **Job Description Summary** This position will be responsible for supporting an executive level commercial real ... estate brokerage team by overseeing our customer relationship management...execute in an expedited time frame and to establish trust and maintain a collaborative spirit working cross-functionally in… more
- FCS Financial (Jefferson City, MO)
- …for a dynamic and detail-oriented Paralegal with specialized knowledge in Title & Real Estate to join our Legal Services team. Why This Role is Exciting: + Legal ... internal legal counsel with critical tasks that ensure compliance and smooth real estate transactions. + Document Mastery: Prepare, review, and manage a variety of… more
- Robert Half Legal (Chicago, IL)
- …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... @ robert half legal com Requirements + Bachelor or Associate 's preferred; Paralegal certificate preferred + 3-5+ years of...Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust… more
- Quality Technology Services, LLC (Overland Park, KS)
- …your career! (https://vimeo.com/727409140/ff26de87d4) **QTS Data Centers** is seeking a **Real Estate Paralegal** to work from our **Overland Park, KS** office ... location. **Quality Technology Services (QTS)** QTS Realty Trust , LLC is a leading provider of data center...like to invite you to join us! The **Real Estate Paralegal** supports the company's legal operations in a… more
- CoStar Realty Information, Inc. (NY)
- Senior Sales Executive, CoStar Real Estate Manager -New York, NY, Boston, MA Job Description **OVERVIEW** CoStar Group (NASDAQ: CSGP) is a leading global provider of ... commercial and residential real estate information, analytics, and online marketplaces. Included in the...audience. + **Committed to Customer Service** - Successful Sales Associate 's at CoStar provide valuable insights and take ownership… more
- Carter's/OshKosh (Atlanta, GA)
- …home to demonstrate your leadership skills and refine your legal capabilities in Real Estate ? Carter's is seeking a highly motivated and experienced Real Estate ... Ideally, you will have a strong understanding of real estate law and practices and experience in various legal... portfolio. This position reports to the Vice President, Associate General Counsel for Carter's, in a hybrid on-site… more
- Hendrick Automotive Company (Charlotte, NC)
- …Location: 6000 Monroe Rd, Charlotte, North Carolina 28212 Summary: The Real Estate Financial Analyst will be responsible for financial modeling and analysis related ... to current and future real estate projects. This individual will review and analyze project...Desired Education: o GED o High School Diploma o Associate Degree √ Bachelor Degree o Master Degree o… more
- WTW (Atlanta, GA)
- **Description** The Senior Broker - Middle Market (Real Estate , Hospitality & Leisure) provides knowledge, leadership, insight and direction for broking activities ... can vary, but the book of business will be focused on the real estate , hospitality & leisure industry. More experienced brokers may be responsible for training and… more
- Robert Half Legal (Westlake Village, CA)
- … administration. Experience with high-net worth planning is a must have quality! Duties of Estate Planning & Trust Administration Associate Attorney : + The ... WITHOUT A LICENSE WILL NOT BE CONSIDERED + 4+ years trust administration, estate planning, conservatorships, and probate. More experienced trust … more
- Regions Bank (Indianapolis, IN)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or... estate planning and advice, legal, insurance, real estate , asset management, trusts, estates , wills, IRAs,… more
- AON (New York, NY)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... day will look like Assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes...the world. As an organization, we are united through trust as one inclusive, diverse team, and we are… more