- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** +… more
- KeyBank (Albany, NY)
- …for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound fiduciary judgment… more
- Tompkins Community Bank (Ithaca, NY)
- …field or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- ManpowerGroup (Garden City, NY)
- … plans and supervise will executions. * Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration, ... trust administration and disputes in connections with estate and trust administration. * Research complex estate and gift tax issues. Qualifications: *… more
- KeyBank (Tarrytown, NY)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Neuberger Berman (New York, NY)
- …lifetime. **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and… more
- Wells Fargo (New York, NY)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...held asset management * Real estate and loan asset management * Oil, gas and… more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current… more
- Tompkins Community Bank (Rochester, NY)
- …Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + ... assigned market. + Ensure delivery of complete wealth management services (investments, trust , estate , and financial planning). + Coordinate with other Tompkins… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...US and local transfer tax law and local substantive trust law, with the ability to apply that knowledge… more