- Umpqua Bank (Henderson, NV)
- …communication skills. + Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and time ... data processing system, as well as general principles of trust accounting and estate tax law. +...a team environment to facilitate subject matter expertise on estate planning strategies. + Strong presentation or… more
- Commerce Bank (Kansas City, MO)
- …areas of income taxation, insurance, estate planning , retirement planning , investments, employee compensation and trust services. + Strong knowledge of ... a leading provider of wealth management services including financial planning , estate and tax planning ,...financial planning , estate and tax planning , investment management, private banking and trust … more
- Robert Half Legal (Sacramento, CA)
- …of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and written… more
- BMO Financial Group (West Palm Beach, FL)
- …Investment Management + In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Seasoned professional ... Provides high quality sales and service to Trust & Estate clients to deliver...programs of varying scope and type, including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives.… more
- Umpqua Bank (South Jordan, UT)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate ...of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...and compliance with, rules and regulations applicable to Commerce Trust and assist leadership with performance of key functions… more
- Cherry Bekaert (Boston, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What you… more
- Cherry Bekaert (Tysons Corner, VA)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus **What you… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial ... family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has offices in Las… more
- Williams Parker (Sarasota, FL)
- … accounts and assisting with the liquidation and transfer of property. Paralegals in estate planning and probate law research the law and local court rules ... Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is important The… more