- Eastern Bank (Boston, MA)
- …and tactical plans to meet client objectives. + Works with Relationship Managers on trust , estate , and financial planning issues for assigned clients. + Assists ... in new business development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment philosophy, value proposition, and CT bond and equity strategies. Acts as an internal and… 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
- Columbia Bank (Greenwood Village, CO)
- …experience in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Robert Half Legal (Baltimore, MD)
- …and financial institutions. * Conduct research and maintain accurate documentation related to estate and trust matters. * Coordinate with team members to ensure ... offers an excellent opportunity to develop your expertise in probate and estate administration while collaborating with a talented group of professionals. The ideal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. ... Duties and Responsibilities** + Coordinates with the assigned external Trust Consultant to develop a business plan that will...through training and on-the-job experience: + IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act… more
- Brookfield Properties (Charleston, SC)
- …acquisition and disposition of single-family rental homes for a private equity Real Estate Investment Trust (REIT). This role manages contracts, coordinates with ... issues proactively. + Familiarity with electronic signing platforms. + Real estate agent/broker license (preferred). + Fair Housing certification (preferred). +… more
- Robert Half Legal (Denver, CO)
- …with accuracy. * Outstanding organizational and communication skills. * Knowledge of trust administration and estate -related legal procedures. Robert Half is the ... filing systems and document management. * Strong knowledge of estate planning, elder law, and fiduciary tax processes. *...law, and fiduciary tax processes. * Familiarity with preparing estate tax returns and other related tax documents. *… more
- American Red Cross (Dallas, TX)
- …A Bachelor's degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related field required. ... gifts. + Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the...+ Supports the reporting by the Regions of all estate documents to the Office of General Counsel. +… more
- Robert Half Legal (San Mateo, CA)
- Description We are looking for an experienced Attorney specializing in estate planning, trust , and probate administration to join our dedicated team in San ... as needed. Requirements * A minimum of 7 years of experience in estate planning, trust , and probate administration. * Proficiency in legal tools such as Adobe… more
- Navy Federal Credit Union (Montgomery, AL)
- …Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Qualifications + Experience in building effective relationships through rapport, trust , diplomacy, and tact + Effective research, analytical, and problem-solving… more