- 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
- Fifth Third Bank, NA (Chicago, IL)
- …CTFA or working toward (preferred) + Professional communication skills + Knowledge of trust administration, estate planning strategies, and income and estate ... of Fifth Third Bank as Trustee, Guardian of the Estate , Agent or Custodian, understand and administer the most...and Product Specialists . Account Administration + Review daily trust activity. + Ensure compliance with all processes and… 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
- Robert Half Legal (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. Requirements * Must… 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
- Robert Half Legal (St. Louis, MO)
- … Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form 1099 and K-1 * Experience in Probate ... * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring...efficiency. * Oversee the financial records of trusts, conduct trust accounting, and audit accounts. * Handle General Ledger… more
Recent Jobs
-
CNC Machine Operator
- Quality Archery Designs (Madison Heights, VA)
-
Manager, Advanced Analytics
- Walmart (Bentonville, AR)