• Team Lead Trust and Estate…

    City National Bank (Nashville, TN)
    *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team… more
    City National Bank (10/16/25)
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  • Specialty Wealth Asset Administration Officer II…

    City National Bank (Los Angeles, CA)
    …Officer position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests ... account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative...* Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience… more
    City National Bank (12/18/25)
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  • Tax Senior Manager - Trust…

    Wipfli LLP (Lincolnshire, IL)
    …HNW tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience ... estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private… more
    Wipfli LLP (12/30/25)
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  • Tax Senior Manager - Estate…

    GRF CPAs & Advisors (Bethesda, MD)
    Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with… more
    GRF CPAs & Advisors (12/08/25)
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  • Estate Planning Attorney

    Robert Half Legal (Worcester, MA)
    …We are looking for a dedicated Estate Planning Attorney to join a dynamic Trust & Estate firm based in the Greater Worcester area. In this role, you ... with financial advisors and other professionals to create integrated estate plans. * Help clients navigate complex trust... estate plans. * Help clients navigate complex trust and estate tax issues with precision… more
    Robert Half Legal (12/18/25)
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  • Senior Estate Planner - Wealth Advisory…

    Neuberger Berman (New York, NY)
    … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** +… more
    Neuberger Berman (12/13/25)
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  • Estate Planning Paralegal

    Robert Half Legal (Chicago, IL)
    …asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust / estate financial ... Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication and… more
    Robert Half Legal (11/21/25)
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  • Real Property Asset Management Team, Real…

    JPMorgan Chase (Dallas, TX)
    …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... comprehensive asset management solutions. + Oversee the management of real estate assets held in trust and estate accounts, ensuring compliance with banking… more
    JPMorgan Chase (12/11/25)
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  • Estate Support Specialist II

    Truist (Atlanta, GA)
    …review the following job description:** Responsible for supporting the coordinated delivery of estate and trust administration. Provide support to Estate ... functions. 1. 3+ years in the role as an Estate Support Specialist, trust experience, investment, banking...the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
    Truist (12/24/25)
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  • Senior Fiduciary Coordinator - Estate…

    Wells Fargo (San Diego, CA)
    …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate... Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management.… more
    Wells Fargo (12/24/25)
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