- JPMorgan Chase (Irvine, CA)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- Robert Half Legal (Northbrook, IL)
- …long-term growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of asset transfers ... Requirements Qualifications + At least 1 year of experience in estate planning, probate, or trust administration + JD from an accredited law school and active… more
- JPMorgan Chase (Miami, FL)
- …managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning ... and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is...Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation… more
- City National Bank (New York, NY)
- …services and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop ... in a timely manner to staff. Leadership * Create trust and demonstrates integrity. * Lead courageously. * Has...areas. * Partner closely and effectively with the Credit/Operations, Trust , Wealth Planning and Portfolio Management teams through all… more
- Regions Bank (Houston, TX)
- …of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …met. * Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks ... Desktop and Online, and show proficiency in Microsoft products, especially Excel and Outlook. * Show interest in tax law and possess strong research skills. For immediate consideration, please email Mark, mark.loiacano@roberthalf Requirements * Minimum of 7… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees… more
- Robert Half Legal (Hunt Valley, MD)
- …documents as needed. * Utilize software tools and Excel to manage and process estate and trust administration tasks. * Collaborate with attorneys and other team ... documentation. * Communicate professionally with clients and external parties regarding estate and trust matters. * Provide support in the preparation of reports… more
- Robert Half Finance & Accounting (Rockville, MD)
- …public accounting and industry. + Significant partnership tax experience, ideally in real estate . + Trust accounting, private equity, and state income tax ... Description Join a market-leading, visionary commercial real estate developer and property manager with over seven...ready to help drive the future of commercial real estate with a company known for vision, integrity, and… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and… more