- Deloitte (Cleveland, OH)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Fifth Third Bank, NA (Birmingham, MI)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and ... to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One… more
- Trustco Bank (Schenectady, NY)
- …Provide timely, clear legal counsel to branch staff regarding powers of attorney , check processing (UCC Articles 3 & 4), electronic payments (Regulations CC ... & E), trust operations, and notary public issues. + Regulatory and...State Bar Admission. + Prior experience in banking, real estate law, or regulatory compliance. + An affable demeanor.… more
- RTX Corporation (Charlotte, NC)
- …such as litigation and practice in government, commercial, employment, M&A, anti- trust , environmental, real estate , corporate, intellectual property, contracts ... a rapidly evolving global market. Collins is looking for a self-motivated, passionate attorney to provide general legal counsel to the Mission Systems business. This… more
- Middlesex Savings (Maynard, MA)
- …proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney , basic IRAs, foreign wires, safe deposit ... box opening and basic consumer and real estate lending products, among other technical and people skills. + Operational Excellence - Ensures quality and accuracy of… more
- UMB Bank (Kansas City, MO)
- …documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see loans ... you have two years of Commercial or Commercial Real Estate loan Coordinating experience. + If you have a...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Robert Half Legal (Brookfield, WI)
- …role will involve supporting the team on various transactional matters such as trust and estates, real estate transactions, contracts, and other business-related ... file legal documents in a timely and organized manner. * Manage attorney calendars, schedule meetings, and coordinate appointments related to transactions. *… more