- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... 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… 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
- Wells Fargo (Purchase, NY)
- …provide 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
- 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
- Robert Half Legal (Seattle, WA)
- …group. The ideal candidate will have two to three years of experience in estate and trust matters, including the preparation of legal documents and tax-related ... and Treasury Regulations. * Collaborate with clients to address their estate and trust concerns, offering tailored legal solutions. * Manage litigation tasks… more
- Deloitte (Cleveland, OH)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...while using the latest tax technologies in the real estate industry to serve clients? If you answered yes… 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
- Regions Bank (Birmingham, AL)
- …the Natural Resources / Real Estate (NRRE) group to manage a portfolio of real estate properties either held in trust , agency, IRA, or estate accounts or ... relationships, working within one of the following specialty asset teams: **Real Estate ** Trust Property Managers on the Real Estate team manage real… more
- Columbia Bank (Portland, OR)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships,… more
- JPMorgan Chase (Columbus, OH)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the CHAM Practice Lead,… more