- Robert Half Legal (Garden City, NY)
- Description We are looking for a skilled Trusts & Estates Legal Assistant to join our team in Garden City, New York. This Contract-to-Permanent position offers an ... individual to support a dynamic legal practice specializing in trust and estates, real estate, and litigation. If you...* Minimum of 2-3 years of experience as a Trusts & Estates Legal Assistant or in a related… more
- 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, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...federal regulations + Direct experience in drafting Special Needs Trusts , settlement trusts , planning for individuals living… 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
- City National Bank (New York, NY)
- …level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts , foundations and agency ... trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts ,...the trust team, opens and maintains estates, trusts , agency accounts and guardianships. Become familiar with the… 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
- KeyBank (Albany, NY)
- …of high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts , Trust Under Agreement, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients… more
- City of New York (New York, NY)
- …Department of Social Services (DSS). Within DSS AO, the Office of Liens & Trusts (OLT) is responsible for protecting against fraud and recovering Cash Assistance and ... net programs. One such program is the Supplemental Needs Trust (SNT) Program, which is responsible for the oversight...Program, which is responsible for the oversight of exception trusts that allow a disabled person with excess resources… 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