- Cleveland Clinic (Cleveland, OH)
- …preferred. + Experience working with contracts and documentation drafting responsibilities for estate and trust administration + Minimum three years of ... fundraising or face-to-face solicitation experience with major gifts preferred. + Willingness to conduct in-person and virtual donor meetings in Northeast Ohio, Florida and Nationally per assigned region. + Working knowledge of fundraising techniques and… more
- Columbia Bank (TX)
- …of the trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to ... **About the Role:** A Trust Officer is responsible for providing some new...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more
- TD Bank (Boston, MA)
- …Description:** The Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying ... prospects + Provides guidance to clients in the development of trust and estate planning strategies and coordinates the implementation of agreed upon strategies,… more
- Commerce Bank (St. Louis, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- ManpowerGroup (Garden City, NY)
- … plans and supervise will executions. * Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration, ... trust administration and disputes in connections with estate and trust administration. * Research complex estate and gift tax issues. Qualifications: *… more
- US Tech Solutions (Brooklyn, OH)
- …interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. + Monitor accounts on a ... contract (with possible extension)** **About The Job (Job Brief):** + Provide trust administration support to enable Trust Officer(s) to effectively manage… more
- KeyBank (Hartford, CT)
- …all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external ... clients as well as beneficiaries + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- KeyBank (Portland, ME)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current… more
- Robert Half Legal (North Barrington, IL)
- …an opportunity to work closely with high-net-worth clients, advising them on intricate estate planning strategies and overseeing trust and estate ... and powers of attorney tailored to client needs. + Oversee trust and estate administration, managing tasks like asset valuation, collection, and distribution. +… more
- Williams Parker (Sarasota, FL)
- …estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust ... You will also represent clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving… more