- Wells Fargo (Irvine, CA)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate... Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending, and Trust… more
- Robert Half Legal (San Francisco, CA)
- …resolution of estate disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp of legal principles pertaining to ... Description Our client is looking for an experienced Estate Planning + Tax Attorney to join their...on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the… more
- Truist (Mount Pleasant, SC)
- …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
- Wells Fargo (Austin, TX)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... resolution to administer a book of highly complex fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans,… more
- Wells Fargo (Minneapolis, MN)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- Thrivent Financial (Appleton, WI)
- …business development. Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment principles, and ... and Duties + Administer a portfolio of complex and high-value personal trust , estate , and terminating trust accounts in accordance with governing documents,… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit ... supporting other Trust and Wealth Management Officers with trust and estate planning for their customers. ACCOUNTABILITIES: Account Administration: (80%) +… more
- Raymond James Financial, Inc. (Columbus, GA)
- …skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond ... software as well as word processing and spreadsheet programs. . Assist Trust Officers in estate administration, including confirming assets, inventory, securing… more
- Regions Bank (Orlando, FL)
- … 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
- Wells Fargo (Mclean, VA)
- …Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services **Job Location:** + 100 N ... seeking a Fiduciary Specialty Asset Manager to support Real Estate Asset Management Services within its Wealth & Investment...with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized… more