- Thrivent Financial (Appleton, WI)
- …or related field. + Completion of Juris Doctor Degree. + 10+ years of trust administration , estate planning, estate settlement, tax or related experience with ... accounting, tax, regulatory and investment concepts as they apply to estate and trust administration . + Proven ability to interpret legal documents and… more
- KeyBank (Brooklyn, OH)
- …Manager manages a group of trust professionals that are focused on professional quality administration with emphasis on high technical competence and client ... retention of business and reputation + Advises partners on internal fiduciary issues ** Trust Administration ** + Guides and influences the administration of… more
- State of Colorado (Denver, CO)
- …of professional experience in drafting, reviewing and/or interpretation of trust instruments; preparing or reviewing trust accountings; or evaluating ... of professional experience in drafting, reviewing and/or interpretation of trust instruments; preparing or reviewing trust accountings; or evaluating… more
- Raymond James Financial, Inc. (Columbus, GA)
- …**Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:** . ... spreadsheets and email. **Ability to:** . Function in a professional office environment. . Demonstrate efficiency and flexibility in...four-year college or university and four (4) years of trust administration experience. ~or~ . Any equivalent… more
- City National Bank (Irvine, CA)
- …National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration , investment management, and planning opportunities in estate ... Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or… more
- Communities Connected for Kids (Port Saint Lucie, FL)
- …with child welfare, Medicaid, the Social Security Administration , and/or FSFN. Apply for this job ... **Description** As a Master Trust Specialist at Communities Connected for Kids, you...serves as the CCKids liaison to the Social Security Administration . This position also includes the following essential functions:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership...planning software programs. **Ability to** + Function in a professional office environment. + Demonstrate efficiency and flexibility in… more
- JPMorgan Chase (Chicago, IL)
- …for estate tax purposes, it is the Estate Officer's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities: * ... Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within...Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will… more
- IT Concepts (Tampa, FL)
- …of experts is fully committed to advancing our customers' missions, fostering professional growth, and making a positive impact on our communities. Our transition ... find that Kentro is dedicated to your personal and professional development. Together, we can drive meaningful change, spark...Subject Matter Expert (SME) in support of our Zero Trust (ZT) implementation efforts. The ICAM Architect will lead… more
- Columbia Bank (South Jordan, UT)
- …to prospective clients,required + 10+ years'successful sales/client service experience in trust administration ,required + 10+ years'thorough understanding of ... trust administration , fiduciary law and federal estate and state tax...state tax requirements and issues,required + 10+ years'involvement in professional organizations Ability to communicate and present advanced estate… more
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