- Williams Parker (Sarasota, FL)
- Williams Parker, the region's oldest law firm - with the area's largest Trusts & Estates practice group - is actively seeking experienced Trusts & Estates ... team in Sarasota, Florida. Our robust practice is welcoming Trusts & Estates attorneys with 3-10 years...You will also represent clients, or their fiduciaries, in estate and trust administration and, when necessary,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax, Trusts , and Estates Paralegal (#3868) The Minneapolis office is seeking an experienced tax professional to join our Tax, Trusts & Estates practice ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...Team with attorneys in all phases of administering complex estates and trusts , including, but not limited… more
- Robert Half Legal (Los Angeles, CA)
- Description The LA office of a national firm is seeking a new trusts and estates paralegal. The attorneys in this practice group have a great reputation for ... and treating them with respect. This is a new trusts and estates paralegal position they are...+ 5+ years of transactional law experience + Tax, estate planning, wealth transfer, and/or probate administration experience +… 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… more
- Needham Bank (Needham, MA)
- Job Descriptions: Provides trust and estates legal guidance to the Bank in connection with reviewing and opening Trust and Estate accounts. Perform all ... ESSENTIAL DUTIES & RESPONSIBILITIES + Reviews and interprets complex estate and trust documents for new and...REQUIREMENTS + The position requires either existing knowledge of trusts and estates , or the ability to… more
- JPMorgan Chase (Chicago, IL)
- …to help expand your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & ... WM clients. You will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …from paper files to electronic records. - Understanding of trusts , estates , and other entities commonly used in estate planning for high-net-worth ... Trusts & Estates Client Portfolio Administrator (#3870) We are looking for aTrusts & Estates Client Portfolio Administratorto join our Minneapolis office. In… 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
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... 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 (Chesterfield, MO)
- … Estate Planning Paralegal to assist in the preparation and execution of trust documents, estate planning, and case management. The ideal candidate should ... an in-depth knowledge of the preparation and management of estate planning documents, trusts , wills, powers of...estate planning documents. Responsibilities: + Draft and review estate planning documents: trust documents, wills, living… more
- JPMorgan Chase (Newark, DE)
- The Global Trusts & Estates Practice is an...Estates Practice. You will oversee the administration of trusts , analyze trust documents for legal, tax, ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by... Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an… more
- Robert Half Legal (Chicago, IL)
- Description Robert Half is seeking an ILLINOIS barred attorney with Trust & Estates experience to assist our client with an ongoing legal research initiative. ... Responsibilities include: Our client is looking for an ILLINOIS-barred Trust & Estates attorney with at least...Bar . 5+ years of experience as a practicing trusts and estates attorney . Substantive experience… more
- JPMorgan Chase (New York, NY)
- …also provides retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. **Job Summary:** As ... a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- JPMorgan Chase (Miami, FL)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate ... fiduciary for families, it is important that our Trusts and Estates services are delivered by... Officer's role to oversee the administration of the trusts . Job Responsibilities: + Analyze trust documents… more
- City of New York (New York, NY)
- …by the New York City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and claims for recoupment of ... money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office...Recovery, Executive Director of the Office of Liens and Trusts , and the Office of Legal Affairs as required… 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
- RD Barnett PLLC (Seattle, WA)
- …are seeking a dedicated and detail-oriented Tax Senior with a strong individual and trusts / estates background to become an integral part of our dynamic tax team. ... are met efficiently and accurately, all while fostering strong relationships built on trust and transparency. In this position, you will quickly take on client… more
- Southern Glazer's Wine and Spirits (Allentown, 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
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...related relationship management services to an assigned book of estates and related trusts ; * Oversees discovery… more
- Charles Schwab (Bellevue, WA)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things...matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have**… more
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