- Commerce Bank (St. Louis, MO)
- …or equivalent combination of education and experience required + 3+ years of relevant trust and estates settlement experience as paralegal or similar role within ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Robert Half Legal (Doylestown, PA)
- Description A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in ... Requirements * Minimum of 5 years' experience specializing in trust and estate law. * Proven expertise...collaborate within a team. * Juris Doctor (JD) or Paralegal Certification required. * Strong knowledge of estate… more
- Bank of America (Chicago, IL)
- …or equivalent experience preferred; JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax ... Estate Settlement Officer II (ESO II), Estate...Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- Tompkins Community Bank (Ithaca, NY)
- …or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- Regions Bank (Nashville, TN)
- …a basic understanding of accounting principles, financial planning concepts, including trust / estate planning, tax planning, and investment concepts (cost basis) ... retirement accounting (RMD distributions). + A background as a paralegal , in a bank trust department, bookkeeper, broker-dealer back office, or RIA practice is… more
- American Heart Association (St. Petersburg, FL)
- …electronic document depository + Communicates and coordinates bequest activities with estate / trust representatives and attorneys. Collaborate with all parties to ... as point person on all bequest-related litigation **Qualifications** + Paralegal + At least three (3) years of experience...least three (3) years of experience + Knowledge of estate planning techniques, probate & trust administration… more
- Fox Rothschild LLP (Atlanta, GA)
- …exhibits to pleadings, agreements, and tax returns. + Prepare and update estate and trust administration checklists. + Coordinate with Accounting Department ... Communicate with clients and attorneys. + Scan and index estate and tax documents. + Maintain vault of original...management software for use by team. + Calendar probate, trust , and tax deadlines. + Conduct internet research, including… more
- Trader Joe's (Boston, MA)
- …role of a lifetime for you! Trader Joe's is unlike any place you've ever worked. Trust us on that. The qualified Lease Negotiator has at least 7 years of retail ... a raving fan of the Trader Joe's concept. A Bachelor's Degree in Business or Paralegal is strongly preferred. This role could be based in our office in Monrovia, CA… more
- Anywhere Real Estate (Wellington, FL)
- …with clients and their attorneys. Maintain highest level of confidentiality and trust with secure information. Florida State Real Estate Salesperson's license ... A bachelor's degree preferred + 5-8 years' experience as either a real estate attorney, paralegal or licensed real estate salesperson required + A desire and… more
- Atlas (Memphis, TN)
- …to a paralegal or a title agent working in real estate transactions. + Experience in completing, reviewing, analyzing title reports, dra1ing warranty deeds, ... A minimum of three years' experience with right-of-way, title, paralegal or real property law + Understand basic principles...our hallmarks, we act with compassion, empathy and respect. ** Trust :** We work together as partners, doing what we… more