- 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
- 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
- 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. (San Francisco, CA)
- 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...and Senior Assisted Living centers. POSITION RESPONSIBILITIES The Real Estate Administrator is responsible to assist in directing and… more
- Healthpeak Properties, Inc. (Lakewood, WA)
- Healthpeak Properties is a fully integrated real estate investment trust (REIT) and an S&P 500 company. We own, operate, and develop high-quality real estate ... centers, and we're growing! We are seeking a Real Estate Administrator to assist in directing and coordinating activities...and team members by proactively communicating and earning their trust + First and primary point of contact for… more
- Columbia Bank (Scottsdale, AZ)
- …of the trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to ... Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more
- UMB Bank (Rust, MI)
- …services. + Ensures compliance with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according to the directives in ... the company to have a diverse revenue stream. The Trust Advisor team is one part of the client...if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory experience +… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- Thrivent Financial (Appleton, WI)
- …+ Associate's degree in business or related field. + Minimum of 3 years banking, trust administration and/or estate settlement experience in a bank, law firm or ... live the life they want today-and tomorrow. Job Summary The Trust Administration Specialist is primarily responsible for managing account administration processes… more