- Robert Half Legal (Oak Brook, IL)
- … Estate Planning Paralegal Responsibilities: + Oversee all aspects of estate and trust administration, including preparing and submitting probate pleadings ... preferred; Paralegal certificate preferred + 5+ years of experience handling estate planning and estate & trust administration + Experience preparing … more
- Robert Half Legal (Raleigh, NC)
- …succession, and tax planning. ✅ Provide valuable support to clients and fiduciaries on trust , probate, and estate administration matters. ✅ Be part of a team ... Description ✨ Attorney Opportunity - Build Your Career in Estate Planning & Probate Law! ⚖️ Are you passionate...passionate about helping clients navigate the important area of estate planning? A growing boutique law firm in Raleigh,… more
- Regions Bank (Little Rock, AR)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client… more
- Regions Bank (Houston, TX)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client… more
- JPMorgan Chase (Summit, NJ)
- … Trust Officer + Work with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries ... When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime...his death through a provision in his will, the Trust Administrative Officer works under the supervision of the… more
- MillerMusmar CPAs (VA)
- …experience in 1040 review, tax planning for business owners, and exposure to trust , estate , and international individual compliance. This role will serve as ... K-1s, Schedules C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041) and related filings . Review or… more
- BMO Financial Group (Los Angeles, CA)
- …experience. This is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with ... planning needs. + Work collaboratively with internal colleagues from Investments, WM Legal, Trust Real Estate & Special Assets, and Trust Tax to address risk… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans,… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Trust Money Movement Systems), Client Link + Knowledge and understanding of estate , trust , or fiduciary administration **Job Expectations:** + This position… more