- Williams Parker (Sarasota, FL)
- …in Sarasota, Florida. We are particularly interested in attorneys who focus on trust & estate litigation, commercial litigation (with or without bankruptcy), and ... success across a broad spectrum of legal matters. Experience in trust & estate litigation, commercial litigation (with or without bankruptcy), and construction… more
- Wells Fargo (New York, 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 (Minneapolis, MN)
- …in complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop ... division. + Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth management issues.… more
- CIBC (Boston, MA)
- …of investment products and strategies designed for sophisticated, high-net-worth clients. + ** Trust & Estate knowledge:** Experience working Trust accounts ... lasting client relationships and delivering tailored recommendations that inspire trust and action. + **Confident communicator:** You're comfortable presenting to… more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current… more
- Connecticut College (New London, CT)
- …tax laws, charitable giving procedures and professional ethics and practices. + Lead trust and estate management at the College for all bequest interactions. ... colleagues through the process to secure complex gifts such as real estate and trust gifts. + Collaborate with finance staff, outside legal counsel and others,… more
- Robert Half Legal (Chicago, IL)
- …Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- Truist (Raleigh, NC)
- …real estate , closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held ... loan, products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and procedures 4.… more
- Robert Half Legal (Edmonds, WA)
- …ideal candidate for the role would have the following experience: - 2+ YOE in Estate Planning, Probate and Trust matters in Washington state - Prior experience ... full-service firm in north Seattle is seeking an experienced Estate Planning & Probate Paralegal to join their team....shelling wills, trusts and estate planning documents, pleadings and probate litigation docs. -… more
- Tompkins Community Bank (Rochester, NY)
- …Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + ... assigned market. + Ensure delivery of complete wealth management services (investments, trust , estate , and financial planning). + Coordinate with other Tompkins… more