- 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... Trusts & Estates Client Portfolio Administrator (#3870) We are looking...duties not mentioned above. What we're looking for: - Associate 's and/or bachelor's degree. - At least 5 years… 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
- City of New York (New York, NY)
- Job Description APPLICANTS MUST BE PERMANENT IN THE PRINCIPAL ADMINISTRATIVE ASSOCIATE CIVIL SERVICE TITLE. The Accountability Office (AO) is responsible for ... City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and...of money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office… 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 (Encino, CA)
- …and grantor retained annuity trusts , as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate...plans for high-net-worth clients and designing and drafting irrevocable trusts such as Crummey trusts , intentionally defective… more
- Robert Half Legal (Minneapolis, MN)
- …practice. In this role, you will be managing estate planning processes, handling trusts and wills, and providing Estates & Trusts counselling services to ... position is a great opportunity for a 5+ year Associate /Counsel who feels confident running lead on Estate...Responsibilities * Draft, review, and provide legal advice on estate planning documents, including wills and trusts .… more
- Robert Half Legal (Atlanta, GA)
- Description Associate Attorney - Estate Planning Our client is looking for an Estate Planning Attorney to accommodate the growth of the firm. The ideal ... estate planning matters, including the preparation of wills, trusts , and powers of attorney, while advising clients on...well. Key Responsibilities: - Draft, review, and revise key estate planning documents such as wills, trusts ,… more
- Bank of America (Dallas, TX)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... + Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for… more
- Bank of America (Chicago, IL)
- …us! **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical ... * Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require...a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for… more
- 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… more
- Robert Half Legal (Cinnaminson, NJ)
- …* Demonstrated expertise in Estate Planning and Estate Law * Familiarity with Trusts and Estates , Tax - Trust & Estate , Wills, Probate, and ... 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
- Robert Half Legal (Chicago, IL)
- …are below. Estate Planning Paralegal Responsibilities: + Draft and review estate planning documents: Wills, Trusts , Powers of Attorney (Health Care and ... Living Will, Insurance Trusts , Grantor Retained Annuity Trusts , etc. + Draft flowcharts of client's estate...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- JPMorgan Chase (New York, NY)
- …sector, including developers, investors, owners, operating companies, investment funds, real estate investment trusts , and non-profit organizations. Working here ... investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and...year REB Analyst Program, you may be promoted to Associate . **Key responsibilities of a Full Time Analyst include:**… more
- Regions Bank (Little Rock, AR)
- …tax, philanthropic and estate planning and advice, legal, insurance, real estate , asset management, trusts , estates , wills, IRAs, qualified retirement ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...Administrator to oversee the set-up, implementation and administration of trusts , estates , IRAs, IMAs and custody accounts… 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 ... work independently on multiple projects and develop your skills in real estate investment management. Select functions require periodic after hours and weekend time… 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
- Robert Half Legal (Morristown, NJ)
- …transferring, and structuring the ownership and management of substantial assets. Role: Trusts & Estates Associate Attorney Location: Morristown, NJ ... for an associate attorney to join the tax/ trusts and estates department. They are recognized...in disputes related to wills, trusts , or estates , including will contests and trust litigation.… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …exposure to dust, noise, temperature and the like .Extended viewing of CRT screen Associate Trust Administrator LOCATION -- Oak Brook, Illinois 60523 Fifth Third ... service success preferred .Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income, gift and estate… 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...of the Internal Revenue Code as it relates to trusts and estates + team player; and… 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