• Taxation & Wealth Planning Associate

    Fox Rothschild LLP (West Palm Beach, FL)
    …will have a strong background with at least two years of experience in estate planning, probate, and trust administration. The ideal candidate will work closely ... tax returns, ensuring compliance with federal and state regulations. + Assist in trust and estate administration, ensuring compliance with federal and state… more
    Fox Rothschild LLP (04/09/25)
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  • Paralegal

    Robert Half Legal (Sacramento, CA)
    …case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and analytical ... Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms...knowledge of estate planning - Power of attorney forms experience - Strong verbal and written communication… more
    Robert Half Legal (05/12/25)
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  • Sr. Specialist, Operations Management

    CIBC (Chicago, IL)
    …in the originating loan system, against the executed documents, such as attorney prepared Credit Agreement, Note, Lease Agreements, etc. to ensure data integrity, ... collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate...self to work and you live our values - trust , teamwork and accountability. California residents - your privacy… more
    CIBC (05/08/25)
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  • Director, Legal Counsel, Community Development…

    Charles Schwab (Westlake, TX)
    …and transform the finance industry together. Schwab is looking to hire an experienced attorney to join its Banking, Retirement and Trust Legal Group as Director ... and the UCC. + Familiarity with private banking offerings, including credit products and estate / trust law. + Demonstrated eagerness and ability to seek and adopt… more
    Charles Schwab (04/26/25)
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  • Paralegal

    University of Iowa Community Credit Union (North Liberty, IA)
    …The paralegal shall manage and review front line request for legal documents, contracts, estate , real estate and trust agreements. + Coordinates and manages ... Position Summary Directly assists and collaborates with Attorney to provide legal and administrative support for GreenState Credit Union. GREENSTATE CULTURE: At… more
    University of Iowa Community Credit Union (04/25/25)
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  • Paralegal

    Robert Half Legal (Baltimore, MD)
    …and revise estate planning documents, including wills, trusts, powers of attorney , and healthcare directives. * Prepare and file probate documents such as ... accountings, ensuring compliance with state and local regulations. * Oversee trust and estate administration activities, including asset collection, valuation,… more
    Robert Half Legal (05/23/25)
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  • Project Manager Development- Land Acquisition DG-…

    NextEra Energy (Juno Beach, FL)
    …commercial terms of the real estate agreement with aid of DG real estate attorney + Execute the agreement and hand off for interconnection application ... + Responsible for obtaining all information required to request a real estate agreement within the guidelines of the Company's internal processes (eg, landowner… more
    NextEra Energy (05/16/25)
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  • Private Client Advisor

    Umpqua Bank (South Jordan, UT)
    …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
    Umpqua Bank (05/16/25)
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  • Investigation Specialist II

    MyFlorida (Tampa, FL)
    …. Requisition No: 853484 Agency: Office of the Attorney General Working Title: INVESTIGATION SPECIALIST II - 41000990 ... with mortgages and/or the servicing of mortgages and/or real estate transactions ** The selection process may include a...skills exercise must be completed in one of the Attorney General's offices. ** The Work You Will Do:… more
    MyFlorida (05/21/25)
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  • Credit Operations Fulfillment Specialist III…

    Truist (Wilson, NC)
    …documentation to ensure policies are followed. 4. Review and approve Power of Attorney , Trust documentation to ensure legal and policy guidance is followed. ... and regular easements including collateral types of Securities, Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer, CD/Savings, Unsecured.… more
    Truist (04/10/25)
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