- KeyBank (Brooklyn, OH)
- …for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound fiduciary judgment… more
- Tompkins Community Bank (Ithaca, NY)
- …field or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- PNC (Baltimore, MD)
- …basis. Some responsibilities may be performed remotely, at the manager's discretion. Estate and Trust administrations are faced with intricate and complicated ... opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC...is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally administer… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning. This role can be hybrid or 100% ... in court on routine hearings, and prepare legal documents tied to estate and trust administration. Why This Role Stands Out: + Remote flexibility (must reside… more
- First Horizon Bank (Chattanooga, TN)
- …with and advises customers or prospects to define customers' needs concerning trust and estate accounts. + Makes appropriate product strategy recommendations ... **Summary** : Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and… more
- Commerce Bank (Kansas City, MO)
- …assigned Knowledge, Skills & Abilities Required + Intermediate understanding of the investment, trust and estate planning fields + Intermediate understanding of ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Robert Half Finance & Accounting (Allentown, PA)
- …Allentown, Pennsylvania. In this role, you will provide essential support for estate and trust administration processes, ensuring smooth operations and excellent ... to address inquiries and resolve issues. * Assist with estate and trust administration tasks, including gathering necessary documents and conducting follow-ups.… more
- Healthpeak Properties, Inc. (St. Petersburg, FL)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...Living centers. POSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities… more
- Healthpeak Properties, Inc. (Cypress, TX)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We specialize in owning, operating, and developing ... high-quality real estate focused on healthcare discovery and delivery. Our impressive...the country. POSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities… more
- Columbia Bank (Boise, ID)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... **About the Role:** A Trust Portfolio Manager provides expertise in the management... Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that… more