- Bank of America (Boston, MA)
- Trust Senior Associate - Boston Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... clients and supporting other service associates as needed. **Responsibilities:** + Supports Trust and Estate Officers with administrative and account servicing… more
- Robert Half Legal (Ambler, PA)
- Description We are inviting applications for the role of Trust and Estates Associate Attorney. This role is based in Ambler, Pennsylvania. The successful ... care directives and powers of attorney. * Assisting with estate and trust administration, which includes drafting...state of practice * Proven experience in Trusts and Estates , Corporate Law, and Estate Law *… more
- KPMG (Tempe, AZ)
- **Business Title:** Tax Associate , Trust Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115792 - 5 **Function:** Tax Services **Area of ... as a firm. KPMG is currently seeking a Tax Associate for our Business Tax Services practice. Responsibilities: +...located) for this position preferred + Basic knowledge of trust , estate , individual, or exempt organization taxation… more
- KPMG (Providence, RI)
- **Business Title:** Senior Associate , Trust Tax **Requisition Number:** 113104 - 81 **Function:** Tax Services **Area of Interest:** **State:** RI **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
- PNC (Indianapolis, IN)
- …and have an opportunity to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Fiduciary organization, you will ... Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management,… more
- M&T Bank (Stuart, FL)
- …management are followed in all estates touched, and elevates issues identified to Estate and Trust Settlement Officer or more experienced Estate and ... for the estates assigned to the supervising Estate and Trust Settlement Officer or more...of estates and trusts, or post death estate and trust administration. Self-motivated with good… more
- JPMorgan Chase (Columbus, OH)
- …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
- JPMorgan Chase (New York, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...+ Bachelor's degree required + Relevant experience in the trust and estates industry + Advanced degree… more
- Commerce Bank (St. Louis, MO)
- …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
- Robert Half Legal (San Mateo, CA)
- Description We are offering an exciting opportunity for an Estate Planning Associate to join our team in San Mateo, California. The primary function of this role ... with clients and advisors in the areas of Trusts, Estates , Probate, Trust Administration, and Litigation. We...are seeking a candidate with a solid understanding of estate planning. Responsibilities: * Designing and implementing estate… 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
- JPMorgan Chase (New York, NY)
- As an Alternatives Real Estate Americas Business Management Associate within JPMAM Alternatives, you will be responsible for supporting the Real Estate ... independently on multiple projects and develop your skills in real estate investment management. Job Responsibilities: Select functions require periodic after hours… more
- Robert Half Legal (Portland, OR)
- …support staff, and clients. + Prepare and draft legal documents related to estate planning, probate, and trust administration matters. + Delegate tasks ... within the firm. + Advise clients on complex matters related to estate planning, probate, trust , and tax matters. + Comply with all legal standards and… more
- Truist (Frisco, TX)
- …all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government ... Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor… more
- Edward Jones (Tempe, AZ)
- …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our home office and… 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
- 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
- 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