- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Investors, and Trust Officers to grow the trust and estate business. Your role will...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …* Minimum of 7 years of relevant experience focused in the Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- Aston Carter (Phoenix, AZ)
- …and platforms such as CCH Axcess and Thomson Reuters. + Strong knowledge of fiduciary accounting, estate and trust administration, and applicable tax laws. ... We are seeking a skilled Tax Preparer specializing in estate and trust taxation to join our...our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns,… more
- Fiduciary Real Estate Development (Milwaukee, WI)
- …gas meters, key machine, power drain cleaner (snake), ladders etc. + Builds trust and communicate effectively within property, across company departments and in the ... community. + Adhere to fair housing laws, OSHA/Safety regulations, and company policies (training provided). Schedule: Full-time hours, including weekends as needed. Position starts in November 2025. The FRED Benefit: FRED's growth fuels career opportunities… more
- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Umpqua Bank (Walnut Creek, CA)
- …trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location… more
- Bank of America (Chicago, IL)
- …settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment. + The Settlement ... of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, … more