- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. ... Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally administer estates and trusts,… more
- City National Bank (New York, NY)
- *MANAGER NATIONAL ESTATE SETTLEMENT SERVICES* WHAT IS THE OPPORTUNITY? This position is responsible for the supervision of estate settlement officers and ... oversees the distribution of assets. WHAT WILL YOU DO? * Supervise of all estate settlement Officers and support staff across the country for both CNB and RBC DE… more
- Commerce Bank (St. Louis, MO)
- …Trust is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private ... Essential Functions + Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately… more
- PNC (Cleveland, OH)
- …contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Cleveland, OH. In this ... role, you will support the Estate Settlement Advisor/s in all aspects of estate and trust administration and the delivery of an exceptional client experience… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax… more
- Robert Half Legal (Philadelphia, PA)
- …team represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement , tax return preparation ... well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts,...will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and… more
- Wells Fargo (Charlotte, NC)
- …+ Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + MS ... 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
- PNC (PA)
- …Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team ( estate settlement ). You will work and communicate with ... returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ability to analyze… more
- TD Bank (Boston, MA)
- …as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement services. A second, but equally important role is to ... management and lending engagements + Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate… more
- Rock Family of Companies (MD)
- …Close, you will manage critical documents and financial details throughout the real estate settlement process. You will work directly with mortgage lenders to ... be essential as you help clients navigate the final steps of their real estate transactions. **About the role** + Add fees and charges to build Closing Disclosures… more