- JPMorgan Chase (Plano, TX)
- …by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, ... and skills** + Proficient in mentoring team members and utilizing strategic planning to drive business growth and achieve organizational goals. + Proficient in… more
- Robert Half Legal (Pasadena, CA)
- …an experienced attorney to join a well-established firm in Pasadena, California, specializing in estate planning and trust administration. In this role, you ... in the state of California. * Minimum of 3 years of experience in estate planning , probate, and trust administration. * Strong expertise in handling cases… more
- Columbia Bank (Santa Barbara, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with... and taxation. + Extensive knowledge of Columbia Banking, Trust Services, Taxation planning , Asset Allocation concepts… more
- JPMorgan Chase (Chicago, IL)
- …families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law ... Investors, and Trust Officers to grow the trust and estate business. This includes participating...taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. + Advanced degree such… more
- Columbia 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
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the ... * Handle the preparation and drafting of various legal documents related to estate planning * Coordinate and manage the probate and estate administration… more
- Fifth Third Bank, NA (Tampa, FL)
- …and company policies. + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of trust ... (eg, CTFA, CFP) preferred. + Minimum of 8 -10 years of experience in trust and estate administration, with a proven track record of managing complex trust … more
- UMB Bank (Kansas City, MO)
- …kept abreast of changing regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies and assigning ... FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax,...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… more
- Cherry Bekaert (Waltham, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are… more
- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning ; estate tax compliance and planning are a plus… more