- Amazon (Seattle, WA)
- Description The Real Estate Portfolio Analyst is responsible for supporting the Strategic Portfolio Management team through effective asset management, property ... the opportunity to participate in all facets of effective real estate portfolio management including lease compliance, owned property management, building… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …and industry events **Who We're Looking For:** + 7+ years in private wealth, estate planning , trust /fiduciary, or financial services + Proven success in ... focused on building deep, trusted relationships and delivering tailored strategies across estate planning , asset protection, tax strategy, and legacy planning… more
- Grant Thornton (San Francisco, CA)
- … estate , and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation ... As a Real Estate /Construction Advisory Manager, you will get the opportunity...Run client engagements from start to finish, which includes planning , organizing, conducting, directing, and completing projects and services… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...+ Run client engagements from start to finish, including planning , organizing, conducting, directing, and completing projects and services… more
- Eastern Bank (Boston, MA)
- …and tactical plans to meet client objectives. + Works with Relationship Managers on trust , estate , and financial planning issues for assigned clients. + ... Assists in new business development process by giving investment presentations to individuals and institutional prospects. Readily and easily explains and promotes investment philosophy, value proposition, and CT bond and equity strategies. Acts as an internal… more
- Robert Half Legal (Northbrook, IL)
- …to strategy discussions Requirements Qualifications + At least 1 year of experience in estate planning , probate, or trust administration + JD from an ... Trusts & Estates Associate Attorney to join its growing estate planning practice. This is an excellent...growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of… more
- BMO Financial Group (San Francisco, CA)
- … planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall ... Provides specialized wealth planning for High Net Worth / Ultra High...specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors,… more
- Robert Half Legal (Los Altos, CA)
- Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This ... collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries,… more
- Robert Half Legal (Seattle, WA)
- …for high performers. Key Responsibilities Include: + Represent families and individuals in estate planning , trust administration, and tax strategy. + Provide ... Washington State required. + Minimum of 3-5 years of direct experience in estate planning , trusts, and probate matters. + LLM in taxation preferred. + Proficient… more
- Robert Half Legal (Garden City, NY)
- …may be ideal for you. Responsibilities: * Assist attorneys with trust and estate matters, including estate planning and litigation. * Provide support for ... individual to support a dynamic legal practice specializing in trust and estates, real estate , and litigation....accept and incorporate constructive criticism effectively. * Experience in estate planning and litigation is highly desirable.… more