- Robert Half Legal (Chesterfield, MO)
- …Proficiency in Microsoft Office Suite and legal document management software; experience with trust and real estate platforms is a plus. + Organization: Strong ... Litigation: Assist with document preparation, discovery, and case management. + Estate Planning: Draft wills, trusts, powers of attorney, and related documents.… more
- Robert Half Legal (Chicago, IL)
- …@ robert half com Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a law firm setting + Proficiency ... with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+...experience to join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing… more
- Vanguard (Charlotte, NC)
- …client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also ... book of business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth… more
- PNC (Pittsburgh, PA)
- …all risk/compliance deliverables and project financials management.** **Transactions** **The Transactions and Trust Real Estate groups encompass real estate ... those options in the fastest way possible. We deliver timely execution of real estate strategy making space available when and where the customer needs it. Finally,… more
- Robert Half Legal (Boston, MA)
- …This position offers an opportunity to work on meaningful legal matters involving estate and trust administration for high-net-worth clients. As part of a ... client service while developing innovative solutions. Responsibilities: * Manage estate and trust administration processes for high-net-worth clients,… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …strategies, and conducting tax-related research. You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and ... for quarterly estimated taxes. * Participate in the firm's trust accounting practice when necessary. * Prepare estate... trust accounting practice when necessary. * Prepare estate and gift tax returns in accordance with applicable… more
- JPMorgan Chase (Los Angeles, CA)
- …serve their needs + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk ... matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely… more
- Internal Revenue Service (Washington, DC)
- …entities (including sole proprietorship, partnership, LLC, S Corp); Trusts (including revocable trust , irrevocable trust under); Estate and gift transfer ... entities (partnerships, S corporations, and trusts) and on transfer tax issues ( estate , gift, and generation-skipping transfer taxes). As a General Attorney (Tax) -… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …and market instruments. * Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust accounting. * Exceptional ... goals. * Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships. * Monitor portfolio holdings and provide… more
- First National Bank of Omaha (Omaha, NE)
- …Significant experience in one or more of the following: Investment Management, Trust , Estate Planning or Business Succession Planning. Previous successful ... the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer holistic needs.… more