- 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
- Canandaigua National Bank & Trust (Pittsford, NY)
- …Routinely respond to client inquiries and must have preliminary knowledge of trust , investment, and estate planning concepts. Anticipates client and officer ... of one (1) year experience in related position. + Preliminary knowledge of trust , investment, and estate planning concepts preferred. + Excellent communication… more
- Regions Bank (Nashville, TN)
- …a basic understanding of accounting principles, financial planning concepts, including trust / estate planning, tax planning, and investment concepts (cost basis) ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Regions Bank (Knoxville, TN)
- …of Individually Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust , and estate , ensuring account administration follows the fiduciary ... non-standard asset acceptance and retention, trust modifications, trust loan approvals and real estate improvements + Supports fee set up, and daily cash… more
- Comerica (Farmington Hills, MI)
- …/ Retention Qualifications Position Qualifications: + High School/GED + 2 years of experience in Trust & Estate + 2 years of client service expectations in a ... Job Description Trust Fiduciary Analyst SrThis role is responsible for...responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior Analyst role will work with… more
- Perkins & Co (Portland, OR)
- …role you should have substantial experience working with high net worth individuals and the trust and estate issues that often go hand in hand with those types ... + Strong experience working with high net worth individual clients and trust / estate issues; Review experience of forms 1040,1041 and appropriate forms 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
- Regions Bank (Hoover, AL)
- …including but not limited to, termination, non-standard asset acceptance and retention, trust modifications, and real estate improvements + Supports fee set ... (CFP), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning, Investment or related experience… more
- Fifth Third Bank, NA (Birmingham, AL)
- …(eg, CTFA, CFP) preferred. + Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex ... trust relationships. + Strong knowledge of trust and estate laws and regulations as well as industry standards and practices. + Demonstrated ability to… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... and ability to learn software applications including computer based trust accounting systems and other common estate ...based trust accounting systems and other common estate planning software programs. **Ability to** + Function in… more