- PNC (Pittsburgh, PA)
- …their portfolio. + Creates floorplan test fits based on requests from real estate planning lead.Works with Property Managers and other partners to appropriately ... Real Estate , Relationship Building, Strategy Development, Trusts and Estate Planning **Competencies** Accuracy and Attention to Detail, Analytical… more
- Insight Global (San Francisco, CA)
- …Management techniques on all facets of investments, taxes and trust and estate planning . Responsibilities include onboarding new clients, servicing existing ... to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more
- Consumers Energy (Jackson, MI)
- …while meeting objectives and deadlines. **Education/Experience** + Bachelor's degree in Business, Real Estate , Land Planning , or Law, plus four (4) years of ... experience in utility permitting, renewable and/or utility zoning, land use planning , real estate negotiations, or community engagement. + **[OR]** Associate's… more
- Robert Half Legal (Colorado Springs, CO)
- …contested and uncontested cases. + Draft and review wills, trusts, and related estate planning documents. + Represent clients in probate court proceedings and ... Description Probate & Estate Administration Attorney Robert Half has partnered with...Colorado Springs on the search for a 3+ years' Probate/ Estate Administration Attorney. Responsibilities include, but are not limited… more
- Wells Fargo (Austin, TX)
- …deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- CommonSpirit Health (Phoenix, AZ)
- …opportunities for portfolio optimization, drive value capture, and support strategic real estate initiatives through the full business planning and approval ... and the elimination of waste. 9. Collaborate effectively with cross-functional real estate teams (eg, leasing, property management, planning , design and… more
- CommonSpirit Health (Rancho Cordova, CA)
- …opportunities for portfolio optimization, drive value capture, and support strategic real estate initiatives through the full business planning and approval ... **Job Summary and Responsibilities** The CommonSpirit (CSH) Real Estate Strategy business unit supports the organization in developing dynamic portfolio solutions… more
- Edward Jones (St. Louis, MO)
- …and deliver an excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors ... trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles… more
- Robert Half Legal (Sacramento, CA)
- …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and written… more
- Amazon (Seattle, WA)
- …delight customers with ease of use. They will dive deep into the overall real estate planning process to understand customer needs. A track record of delivering ... Description The Global Real Estate and Facilities (GREF) organization is looking for...estate transactions expertise, business partnering, space and occupancy planning , design and construction, capital investment program management, facility… more