- JPMorgan Chase (Fort Worth, TX)
- …to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a Trust ... Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance… more
- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Robert Half Legal (Stockton, CA)
- …Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts ... in probate litigation and probate law * Experience in tax law, specifically fiduciary , trust and estate * Excellent written and verbal communication skills *… more
- Umpqua Bank (South Jordan, UT)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Robert Half Legal (San Jose, CA)
- …and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax matters. You will… more
- PNC (Akron, OH)
- …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor II within PNC's Fiduciary organization, you may be based in Cleveland, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working… more
- PNC (PA)
- …date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team ( estate settlement). You will work ... tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
- Tompkins Community Bank (Ithaca, NY)
- …the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Wells Fargo (Minneapolis, MN)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more