- 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
- Wells Fargo (Winston Salem, NC)
- …and client directives + Supporting clients with specialized services including estate planning, philanthropic strategies, and legacy trust solutions **Program ... Trust Services business, including areas such as: + Personal Trust Administration + Estate and Legacy Services + Philanthropic and Special Needs Trusts **In… more
- Wells Fargo (Palm Beach, FL)
- …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 (Minneapolis, MN)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Comerica (Farmington Hills, MI)
- …colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review: ... process includes a review of state statutes, overall knowledge of trust and estate administration, an understanding of the family, current class of beneficiaries… more
- 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