- Robert Half Legal (Garden City, NY)
- …opportunity for a detail-oriented individual to support a dynamic legal practice specializing in trust and estates , real estate , and litigation. If you ... Description We are looking for a skilled Trusts & Estates Legal Assistant to...filing systems. * Familiarity with trust and estates ; residential and commercial real estate familiarity… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …work with both taxable and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative and ability to manage ... law firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role… more
- JPMorgan Chase (New York, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... **Job Description** The Global Trusts & Estates Practice is an...is appointed as corporate executor or trustee of a trust includable in the gross estate of… more
- JPMorgan Chase (Rochester, NY)
- The Global Trusts & Estates Practice is an...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...through a provision in their will, it is the Trust Officer's role to oversee the administration of the… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… 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...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- The Salvation Army (West Nyack, NY)
- …Document Management and archives when necessary. + Update information in 3rd Party Trust tab in Estates Database when necessary. + Assist Document Specialist ... an open position for a Legal Assistant I - Estates Specialist. This position functions as an integral component...the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. + Establish all new legacy cases through… more
- Deloitte (Jericho, NY)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more
- City National Bank (New York, NY)
- …Under general guidance from the trust team, opens and maintains estates , trusts , agency accounts and guardianships. Become familiar with the governing ... level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts , foundations and agency… more
- JPMorgan Chase (New York, NY)
- …including developers, investors, owners, operating companies, investment funds, real estate investment trusts , property management companies and non-profit ... **Senior Credit Originator, Specialty Real Estate Lending - Executive Director** Commercial Banking delivers extensive industry knowledge, local expertise and… more