• Wealth Management Solutions, Trust…

    JPMorgan Chase (Rochester, NY)
    …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...Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate… more
    JPMorgan Chase (10/20/25)
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  • Paralegal - Trusts & Estates

    Robert Half Finance & Accounting (Syracuse, NY)
    …that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role ... involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
    Robert Half Finance & Accounting (08/29/25)
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  • Trust and Estates Fiduciary…

    Tompkins Community Bank (Ithaca, NY)
    …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
    Tompkins Community Bank (09/20/25)
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  • Assistant Legal Secretary

    The Salvation Army (West Nyack, NY)
    …to maintain the efficient and effective operation of the Legal Department. Estates : * Assist in the processing of transactions. in connection with testamentary ... complete files of all "active" wills, trusts, endowments, and estates in which the interest of the Army has...been settled. * Assist In the oversight of the Estate /Legacy process .to ensure it can maintain the efficient… more
    The Salvation Army (09/11/25)
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