- UMB Bank (Kansas City, MO)
- …Manager will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate estates, ... Coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment planning, insurance, charitable gifting, asset protection… more
- Commerce Bank (St. Louis, MO)
- …trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more
- City National Bank (Wilmington, DE)
- …be managed without issue. *WHAT WILL YOU DO?* * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations ... clients. * Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between… more
- City National Bank (New York, NY)
- …and operation of estates as required by the LOB. * Ensure all tax liabilities and obligations of assigned accounts within the Bank's footprint. * Analyze ... to further professional and community engagement for CNB/RBC DE. * Ensure that Fiduciary Polices, Programs, and procedures are followed by ESS and Trust colleagues… more
- Edward Jones (Tempe, AZ)
- …relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards + Deep discovery for asset identification, asset gathering and ... needs and deliver an excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial… more
- City National Bank (San Francisco, CA)
- …a trust. * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine ... fee schedules and charges for trust and investment services. * Ensure all tax liabilities and obligations of accounts are met. * Gather/submit pertinent facts to… more
- US Tech Solutions (Brooklyn, OH)
- …support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real Estate to ensure completion....to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... and services acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in a team-based… more
- Edward Jones (Tempe, AZ)
- …industry? Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking a highly skilled individual to serve as ... accordance with clients' unique needs, governing documents, firm guidelines, and fiduciary standards. + Partnering with financial advisors to fully understand… more
- Robert Half Legal (Coconut Grove, FL)
- …you will handle contested legal matters, including will and trust disputes, fiduciary concerns, and guardianship cases, while also managing estate planning and ... * Represent clients in probate and guardianship disputes, including will/trust contests, fiduciary duty claims, and incapacity hearings. * Draft and argue motions,… more