- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join their ... team. This Trust & Estates Paralegal is responsible for providing paralegal...the world, then this is the opportunity for you! Trust & Estates Paralegal Responsibilities: + Oversee the entire… more
- Wipfli LLP (Denver, CO)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...transfer planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income… more
- Wipfli LLP (Detroit, MI)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...transfer planning vehicles + Experience and knowledge of comprehending trust agreement language + Experience and knowledge of income… more
- Communities Connected for Kids (Port Saint Lucie, FL)
- **Description** As a Master Trust Specialist at Communities Connected for Kids, you will work with other dedicated professionals who share your passion for helping ... you referred them to + Salary for the master trust specialist position starts as high as $39,000 annually...runaway for 30 days or more + Receives Master Trust Withdrawal Requests and supporting documentation, ensures all information… more
- First Horizon Bank (Coral Gables, FL)
- …at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and ... Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management… more
- Citigroup (Houston, TX)
- …the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must ... resolve inquiries from both internal and external Agency & Trust clients in connection with transactions, + Adhere to...calls to existing and new customers of Agency & Trust . **Qualifications:** + Minimum 6-year Corporate Trust … more
- Hills Bank (North Liberty, IA)
- …some Saturdays. LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317 SCOPE: Trust and Wealth Management Tax Support is responsible for assisting the Trust ... Maintenance of tax files + Generate reports from the trust accounting system (SWP) for accounts recently opened or...of filings and payments. Update tax-related comment fields on trust accounting system (SWP) with notes from tracking log… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial ... trusts, estates and agencies. + Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. +… more
- Snap Inc. (Bellevue, NE)
- …Snapchat and other services; and its AR glasses, Spectacles (https://www.spectacles.com/) . The Trust & Safety (T&S) Team plays an important role in protecting our ... a Sr. Specialist to join Team Snap's growing Proactive Trust & Safety Operations team! You will be expected...members of the team. Due to the nature of Trust & Safety (T&S) work, you should be willing… more