- JPMorgan Chase (Chicago, IL)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...Trust and Estates business; either at a corporate fiduciary or a law firm + Solid Client Relationship… more
- CIBC (Chicago, IL)
- …CIBC US offer focuses on integrated relationship management, where Investment Management Trust , Fiduciary , Asset Management, and Wealth Strategies teams work ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
- Truist (Chicago, IL)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... clients and prospects + Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join their ... team. This Trust & Estates Paralegal is responsible for providing paralegal...and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + Ability to… more
- Wipfli LLP (Lincolnshire, IL)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal,...and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for...IL and Newark, DE that supports global teams of trust professionals. You will partner closely with internal and… more
- JPMorgan Chase (Chicago, IL)
- …& Estates Tax Operations Analyst, you will play a vital role in supporting trust and estate professionals in managing fiduciary tax reporting obligations. This ... vendors. As a Trusts & Estates Tax Operations Analyst within the global trust and estate teams, you will conduct comprehensive reviews related to tax implications… more
- BMO Financial Group (Barrington, IL)
- …management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- BMO Financial Group (Chicago, IL)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more