- Canandaigua National Bank & Trust (Sarasota, FL)
- …Canandaigua National Trust Company Florida (CNTF) is responsible for providing trust and estate services to customer relationships within the bank's market ... is also responsible for providing team leadership and guidance to staff. Provides trust and estate services to clients of the CNB Wealth as follows: + Provides… more
- 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
- 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 (New York, NY)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... (wellsfargojobs.com) **In this role, you will:** + Lead complex initiatives in trust and estate matters, wealth transition and legacy planning + A key component… more
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