- University of Iowa Community Credit Union (North Liberty, IA)
- …+ The AGC shall manage and respond to front line request for legal documents, contracts, estate , real estate and trust agreements. + May represent the Credit ... claims, and responses, independently. + Review member provided documents regarding trust , estates and corporations for account opening and ownership request. +… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …industry events **Who We're Looking For:** + 7+ years in private wealth, estate planning, trust /fiduciary, or financial services + Proven success in consultative ... on building deep, trusted relationships and delivering tailored strategies across estate planning, asset protection, tax strategy, and legacy planning. **What You'll… more
- JPMorgan Chase (Charlotte, NC)
- …by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, ... join our global organization to shape the future of commercial banking and make a lasting impact. As a Client Service Senior Manager within JPMorganChase, you will lead a team dedicated to resolving client requests and enhancing service operations. Your role… more
- Zions Bancorporation (Denver, CO)
- …preferred. + Preferred strong knowledge of depository account processes including business, estate , trust and sweep accounts. + Some Treasury Management product ... knowledge. + Advanced knowledge of banking processes + Strong organizational and customer service skills + Strong appreciation of details, thoroughness, and accuracy + Strong written and verbal communications skills + Ability to re-prioritize often/throughout… more
- RTX Corporation (Charlotte, NC)
- …such as litigation and practice in government, commercial, employment, M&A, anti- trust , environmental, real estate , corporate, intellectual property, contracts ... and licensing law. Develops strategies to ensure best practices are used when focusing on the achievement of business results through legal action / activities. This individual will ideally sit onsite at one of our main Collins locations but remote is a… more
- Comerica (Raleigh, NC)
- …even when goals conflict. Sell the bank's credit and non-credit products, trust , commercial real estate and treasury management. Accept special project ... assignments as assigned. Community Involvement. Qualifications Position Qualifications + Bachelor's Degree from an accredited university + Completion of a Commercial Credit Training Program + 7 years of experience in commercial or private lending + 7 years… more
- Wheeler Accountants LLP (San Jose, CA)
- …sense of confidence in one's own abilities. 6+ years Individual tax experience required. Estate & Trust experience is a plus. The desire for an opportunity ... to be part of the growth and transition of a firm moving to the next level. Keep the "big picture" view in mind at all times. A proven track record of hard work and success - whether in work or other activities Position Requirements: CPA or EA License required… more
- Insight Global (Chantilly, VA)
- …Insight Global is seeking to hire an EHS Specialist to support a real estate investment trust sitting in Chantilly, VA. This individual will be responsible ... supporting multiple commercial facilities o Commercial, building engineering, real estate development, manufacturing, or related - Knowledge of OSHA regulations,… more
- Robert Half Legal (Seattle, WA)
- …high performers. Key Responsibilities Include: + Represent families and individuals in estate planning, trust administration, and tax strategy. + Provide expert ... in Washington State required. + Minimum of 3-5 years of direct experience in estate planning, trusts, and probate matters. + LLM in taxation preferred. + Proficient… more
- Robert Half Legal (Pasadena, CA)
- …experienced attorney to join a well-established firm in Pasadena, California, specializing in estate planning and trust administration. In this role, you will ... of California. * Minimum of 3 years of experience in estate planning, probate, and trust administration. * Strong expertise in handling cases involving probate… more