- CIBC (Chicago, IL)
- … of a client and the various product requirements to settle the deceased client's estate + ** Experience -** Minimum of 2-3 years of experience within ... in the originating loan system, against the executed documents, such as attorney prepared Credit Agreement, Note, Lease Agreements, etc. to ensure data integrity,… more
- Charles Schwab (Westlake, TX)
- …and transform the finance industry together. Schwab is looking to hire an experienced attorney to join its Banking, Retirement and Trust Legal Group as Director ... + Will strongly consider a savvy, flexible bank lending attorney with experience handling a variety of...Familiarity with private banking offerings, including credit products and estate / trust law. + Demonstrated eagerness and ability… more
- NextEra Energy (Juno Beach, FL)
- …commercial terms of the real estate agreement with aid of DG real estate attorney + Execute the agreement and hand off for interconnection application ... experience dealing with solar project development, including real estate acquisition, land and title matters, permitting, interconnection, and community outreach… more
- University of Iowa Community Credit Union (North Liberty, IA)
- …The paralegal shall manage and review front line request for legal documents, contracts, estate , real estate and trust agreements. + Coordinates and manages ... Position Summary Directly assists and collaborates with Attorney to provide legal and administrative support for GreenState Credit Union. GREENSTATE CULTURE: At… more
- Robert Half Legal (Baltimore, MD)
- …and revise estate planning documents, including wills, trusts, powers of attorney , and healthcare directives. * Prepare and file probate documents such as ... ensuring compliance with state and local regulations. * Oversee trust and estate administration activities, including asset...and appointments. Requirements * At least 2 years of experience working as a paralegal, preferably in estate… more
- MyFlorida (Tampa, FL)
- …. Requisition No: 853484 Agency: Office of the Attorney General Working Title: INVESTIGATION SPECIALIST II - 41000990 ... Pay: $43,260.10 Annually Qualifications: + 5 years of relevant experience ( experience in law enforcement, civil investigations, fraud… more
- Umpqua Bank (South Jordan, UT)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Truist (Wilson, NC)
- …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.… more
- Williams Parker (Sarasota, FL)
- …trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy experience ... quite complex. When the need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a niche focus on trusts and… more
- Fox Rothschild LLP (Blue Bell, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office. We are...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more