- Robert Half Finance & Accounting (Syracuse, NY)
- …estates. This role involves direct client interaction, document preparation, and estate/ trust accounting. In addition to their many other company benefits, this ... income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative and ability to manage… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank… more
- JPMorgan Chase (New York, NY)
- …participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts , charitable ... **Job Description** The Global Trusts & Estates Practice is an integral part...is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent… more
- JPMorgan Chase (Rochester, NY)
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary ... for families, it is important that our Trusts and Estates services are delivered by the most...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime… more
- Tompkins Community Bank (Ithaca, NY)
- …Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely delivery to internal and ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance with legal and regulatory standards. +… more
- JPMorgan Chase (New York, NY)
- …also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. **Job Summary:** As a ... Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...& Estates, you will oversee the administration of the trust . You will assume the primary responsibility for the… more
- UMB Bank (Albany, NY)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...traditional offerings to servicing ABS, aviation, reinsurance and funeral trusts , while our agency business provides solutions for escrow… more
- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...response to Financial Advisor and client inquiries. + Reviews trusts , wills and other documents to determine whether the… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... special needs trusts , conservatorships and guardianships. This role will participate in...participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as… more
- UMB Bank (New York, NY)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and ... losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the...every piece of new business closed by the Corporate Trust team. This role ensures each account is properly… more
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