- Fifth Third Bank, NA (Chicago, IL)
- …of trust administration, estate planning strategies, and income and estate tax matters Guardianship Advisor Total Base Pay Range 82,100.00 - 172,500.00 USD ... and extended family or care teams, and functioning as the clients' trusted advisor ) directly with the client, the client's immediate family, legal counsel and tax… more
- Truist (Atlanta, GA)
- …including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- State of Montana (Billings, MT)
- …commitments; representing parents and children in dependent/neglect matters; and guardianship or conservatorship proceedings, as described in the Montana Public ... advises about new laws that have no case precedent. * Serves as a legal advisor across multiple fields of law; may develop expertise in specific fields of law and… more
- State of Montana (Butte, MT)
- …and advises about new laws that have no case precedent * Serves as a legal advisor across multiple fields of law; may develop expertise in specific fields of law and ... ** **(5%)* * May serve as a principal legal advisor in a specific field of law * Attends...on the part of counsel. * Statutory requirements governing guardianship and conservatorship in the jurisdiction as well as… more
- JPMorgan Chase (Columbus, OH)
- …Consumer Banking Legal team, you will spend your time serving as a trusted advisor to the business that is responsible for consumer deposit products and 4800+ ... to powers of attorney, trusts and estates, deceased customer account closures and guardianship issues; + Internalize the firm's risk appetite in order to provide… more
- State of Montana (Billings, MT)
- …advises about new laws that have no case precedent. * Serves as a legal advisor in dependence and neglect matters; may develop expertise in specific fields of law ... *_B. Other duties as assigned_ (5%)* * May serve as a principal legal advisor in a specific field of law. * Attends continuing education trainings as required… more
- Texas Health Resources (Arlington, TX)
- …Complex behavioral health cases Applications for community resource needs. Guardianship processes Mental Health Treatment Declaration, Notification of Emergency ... principles. Escalates issues to Chief Quality Medical Officer (CQMO), Physician Advisor , and/or Senior Director as appropriate. Fiscal Responsibility - Develops… more