- Robert Half Finance & Accounting (Syracuse, NY)
- …is working with a well-established law firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable ... non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- 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
- TEKsystems (Houston, TX)
- …work in a legal, financial services, or investment management environment. + Knowledge of trust and estate documentation is a plus. Job Type & Location This ... Professional Summary We are seeking a highly detail-oriented Temporary Paralegal to join the Commercial Mortgage Loans group within the Investment Management… more
- JPMorgan Chase (Chicago, IL)
- …Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice JPMorganChase, one of ... Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to ensure… 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
- Robert Half Legal (Rochester, NY)
- …the smooth operation of legal processes and client services within business law, estate planning, Medicaid planning, and real estate practice areas. Location: ... documents (wills, trusts, powers of attorney, business formation docs, real estate contracts, deeds, etc.) + Communicate professionally with clients. + Maintain… more
- Hantz Group (Southfield, MI)
- …Debt Strategies + Estate Planning + Property and Casualty Insurance Hantz Trust Administrative Assistant: As an Assistant within the Trust department you ... will monitor and process trusts and beneficiary transactions in which Hantz Trust is named. Essential Job Functions: + Perform data entry based on the review,… more
- Brookfield Properties (Chicago, IL)
- …Required. + Bachelor's degree required, preferably in Business Administration, Accounting, Paralegal Studies or related field. + Understanding of basic accounting ... on our values of Act with Integrity, Build Mutual Trust , Take Initiative and Win Together. We are proud...1100 properties and 370 million square feet of real estate across the globe. It's a feat that wouldn't… more