- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …relationships, including living, testamentary, and a variety of irrevocable trusts, probate , guardianships, investment advisory, and custody accounts. This is not a ... remote or hybrid opportunity, the position requires Las Vegas local residency and in-office work. We are not able to sponsor visas at this time. Essential Functions: + Develop professional relationships with clients and their dependents and function as the… more
- State of Massachusetts (New Bedford, MA)
- …Boston Municipal Court Department, District Court Departments, Juvenile Court Department, Probate and Family Court Departments, and Superior Court Departments. The ... Administrative Office for the Massachusetts Probation Service is the Office of the Commissioner of Probation (OCP) located in Boston. The OCP houses a number of specialized units such as the Interstate Compact Unit, the Records Department which includes the… more
- Edward Jones (St. Louis, MO)
- …of increased knowledge of estate planning concepts, trust tax fundamentals and probate and trust processes **What Could Set You Apart:** + Demonstrated ability ... to balance compliance, legal, and business decisions + Successfully working in a fast paced, cross-functional team-based environment Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to… more
- University of Michigan (Ann Arbor, MI)
- …completing petitions and coordinating with PES treatment team, law enforcement probate court and other key personnel. **Required Qualifications + A Master's ... degree in Social Work from a school accredited by the Council of Social Work Education. + A current licensure to practice social work in the State of Michigan. + Clinical practice concentration and field practicum and direct work experience in psychiatric… more
- Insight Global (Santa Ana, CA)
- …report with curative requirements pertaining to complex issues such as probate , trust, judicial foreclosure, etc. Experience utilizing title software's and system. ... Extensive understanding of Metes and Bounds and Section Land is required (ie must be able to plot intricate metes and bounds descriptions either by hand and/or with the assistance of a program like net deed plotter) Experience with Data Trace Previous… more
- Robert Half Legal (Washington, DC)
- …documents, addressing tax concerns, and resolving disputes. * Assist clients with probate administration and post-death management of living trusts. * Prepare gift ... and estate tax returns and counsel clients on tax-related matters. * Offer legal expertise to clients on charitable trusts, private foundations, family limited partnerships, and other specialized entities. * Collaborate with clients to address management… more
- Kennebec Savings Bank (Augusta, ME)
- …Bank's interests are protected. If necessary, prepare and process assumption agreements, probate documents and refer to legal for action. Remain current on servicing ... guidelines for Freddie Mac, Rural Development and Private Mortgage Insurance to ensure compliance with third party collection guidelines. Perform monthly reporting to third parties as required. Track and monitor all Troubled Loan Modifications based on Bank… more
- Mary Greeley Medical Center (Ames, IA)
- …for documentation retention purposes. + Investigates and processes claims for probate cases. + Works collaboratively with case coordinators, social workers, and ... other medical center departments and staff as well as collection agencies and outside organizations. + Navigates patient accounts within the electronic health record to decipher account information and documents accurately and precisely actions and activities… more
- NextEra Energy (Juno Beach, FL)
- …descriptions, key financial and commercial terms of the agreement, vesting deed, probate documents, certificates of trust, etc.) + Negotiate key financial and ... commercial terms of the real estate agreement with aid of DG real estate attorney + Execute the agreement and hand off for interconnection application submission.The location for this position is flexible and can be located in the Juno Beach headquarters or in… more
- Ada County (Boise, ID)
- …emergency communications, drug asset forfeitures, land use, legislative processes, probate and guardianships, personnel and benefits, open meetings and public ... records, and property taxation; to include: + Drafts contracts and other legal documents; + Conducts legal research; + Researches and drafts advice letters and legal opinions for clients; + Negotiates and prepares contracts and real estate and construction… more