- Cushman & Wakefield (San Antonio, TX)
- **Job Title** Director, Trust Asset **Job Description Summary** The Trust Asset Director will oversee and support Trust Asset Managers in managing portfolios ... and directly managing a portfolio of assets. Additionally, the Trust Asset Director will play a pivotal role in...compliance requirements as applicable to the assigned ranch real estate portfolio in addition to managing a portfolio of… more
- JPMorgan Chase (New York, NY)
- …JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem… more
- US Tech Solutions (Brooklyn, OH)
- …to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure...to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- Umpqua Bank (Phoenix, AZ)
- …of the trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to ... Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona...independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax… more
- US Bank (Gresham, OR)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... experience + 10 or more years of experience in Trust administration or 4+ years in trust ... School Program **Preferred Skills/Experience** + Considerable knowledge of estate settlement, income, estate and multi-generational taxation… more
- Raymond James Financial, Inc. (New York, NY)
- …office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. ... Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial...client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... of income tax. + Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs....and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Robert Half Legal (San Francisco, CA)
- …San Francisco law firm with more than 20 years of dedicated service in estate planning, trust administration, and probate law is seeking an experienced ... Trust & Estates Paralegal to join their close-knit and...agencies + Conduct legal research and assist in preparing estate and fiduciary accountings Requirements Qualifications: +… more
- City National Bank (Irvine, CA)
- …and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts, Conservatorships,… more