- Robert Half Finance & Accounting (Providence, RI)
- …be skilled in technology and organization, contributing to the seamless operation of trust and estate processes. Responsibilities: * Organize and maintain legal ... documents related to trusts and estates. * Coordinate schedules and plan meetings for attorneys and relevant stakeholders. * Communicate effectively with beneficiaries, providing updates and addressing inquiries. * Monitor accounts payable and receivable… more
- JPMorgan Chase (Summit, NJ)
- …retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial planning ... knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements + Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) + Willingness to travel regularly… more
- Vanguard (Charlotte, NC)
- …book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth ... knowledge of financial planning, investment strategies, and industry regulations. + Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: + Vanguard is not offering visa sponsorship for this… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client experience. Key Responsibilities + Act as a trusted advisor across tax, estate , trust , insurance, and investment matters to deliver integrated solutions. ... through a holistic service model spanning investment advisory, tax and estate planning, risk management, family governance, and household financial operations. The… more
- First Horizon Bank (Houston, TX)
- …Bank, you will play a vital role in supporting the Commercial Real Estate Syndications Officer in the structuring, marketing, and execution of syndicated commercial ... real estate loan transactions. The ideal candidate will have at...offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- CanACRE (Rochester, NY)
- …At Canacre, we act with honesty and integrity within a culture where trust , collaboration, and teamwork flourish. We commit to diversity, inclusivity and the ... promotes inspired and empowered team members who make an impact. The Real Estate and Land Management Project Manager is responsible for coordinating land management… more
- Caring Transitions (Worcester, MA)
- …seniors downsize, relocate, and part with cherished belongings through our online estate auctions. Every day feels like a heartwarming adventure! Now Hiring: ... looking for a motivated professional with prior experience in estate sales, senior relocation, or project coordination. If you're...Middlesex Counties and building a team rooted in respect, trust , and teamwork. Apply now and turn your compassion… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...we believe in making business more personal and building trust into every result - for our clients and… more
- CIBC (New York, NY)
- …opportunities available and achieve a rewarding summer experience. **Who You Are** + Real Estate Focused: You have a proven interest in the Commercial Real Estate ... real self to work and you embody values like trust , teamwork, and accountability. + You are currently enrolled...enrolled in a degree or diploma program in real estate , finance, accounting, business, economics, or a related field.,… more
- Healthpeak Properties, Inc. (Nashville, TN)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...REQUIREMENTS + 3 years of experience in commercial real estate property management, experience in healthcare property management strongly… more