• Tax and Wealth Planning Client Service Specialist…

    Fox Rothschild LLP (Atlanta, GA)
    …the highest level of service to internal and external clients. We are a well-established trusts and estates team with a deep client base. The work is varied, ... high standards for our work product and client service. **ESSENTIAL FUNCTIONS:** ** Attorney Support** + Provide superior client service by answering and screening… more
    Fox Rothschild LLP (05/30/25)
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  • New Development Sales - On-site Sales…

    CHARLESGATE (Boston, MA)
    CHARLESGATE is seeking a motivated, resourceful, and proactive real estate salesperson to work on our New Development Sales Team. The primary responsibility is to ... sales for a new construction condominium development project. Are you a successful real estate sales or leasing agent with a minimum of 4 years of experience who… more
    CHARLESGATE (07/15/25)
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  • Paralegal

    University of Iowa Community Credit Union (North Liberty, IA)
    …claims, and responses, independently. + Review member provided documents regarding trust , estates and corporations for account opening and ownership ... Position Summary Directly assists and collaborates with Attorney to provide legal and administrative support for...and review front line request for legal documents, contracts, estate , real estate and trust more
    University of Iowa Community Credit Union (07/25/25)
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  • Gift Planning Coordinator

    The Salvation Army (Hartford, CT)
    …of Position: Assist with securing funding through bequests, gift annuities, charitable trusts , and other planned giving vehicles. Serve as a critical member of ... all areas of gift planning, ie, bequests, annuities, and trusts . + Prepare detailed analysis and gift proposals specific...federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines… more
    The Salvation Army (07/24/25)
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  • Credit Operations Fulfillment Specialist III…

    Truist (Greensboro, NC)
    …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... degree in relevant studies. 2. Experience in reviewing more complex documentation including Trusts , Power of Attorney . 3. Knowledge in various types of lending… more
    Truist (06/18/25)
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  • Private Client Advisor

    Umpqua Bank (Seattle, WA)
    …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 ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
    Umpqua Bank (07/04/25)
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  • Senior Corporate Counsel

    Penske (Reading, PA)
    …commercial, regulatory, and operational matters. This role is ideal for a skilled attorney who thrives in a fast-paced, collaborative environment and wants to make a ... including lease agreements, vendor/supplier agreements, customer service contracts, securities, anti- trust , tax, and technology and SaaS agreements. * Advise… more
    Penske (07/18/25)
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  • Commercial Loan Closing Coordinator

    UMB Bank (Kansas City, MO)
    …documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see loans ... with you if:_** + If you have two years of Commercial or Commercial Real Estate loan Coordinating experience. + If you have a high school diploma or equivalent.… more
    UMB Bank (07/31/25)
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