- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in the securities industry. * Financial markets and products. * Principles of estate planning , trusts and securities industry operations. * Various security ... manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined… more
- Robert Half Legal (Parkville, MD)
- …assist our client in Parkville MD. The ideal candidate will support attorneys in estate planning , probate, and trust administration matters. This position ... a comprehensive understanding of the legal processes involved in estate and trust work. Parttime Monday- Friday...Friday 10am-2pm Key Responsibilities: + Draft, review, and edit estate planning documents including wills, trusts, powers… more
- American Heart Association (St. Petersburg, FL)
- …(JD) (law degree) + At least three (3) years of experience + Knowledge of estate planning techniques, probate & trust administration + Ability to manage ... electronic document depository + Communicates and coordinates bequest activities with estate / trust representatives and attorneys. Collaborate with all parties to… more
- Commerce Bank (Leawood, KS)
- …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...combination of education and experience required + 6+ years trust , bank or investment management experience required + Chartered… more
- Robert Half Legal (Chesterfield, MO)
- …Active membership in good standing with The Missouri Bar. * Extensive experience in Estate Planning , Probate, and Trust Administration. * Proven expertise in ... our team in Chesterfield, Missouri. Our firm specializes in Estate Planning , Elder Law, and Probate Law,...planning instruments. * File legal pleadings and oversee trust funding processes. * Represent clients at court hearings… more
- US Bank (Naples, FL)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... Our teams advise clients holistically and comprehensively on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- US Bank (San Diego, CA)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving and… more
- Robert Half Finance & Accounting (Stamford, CT)
- …investment and legal documentation. + Participate in trust and estate administration processes, including planning , analysis, and necessary filings. Why ... ideal candidate will have at least two years of experience in trust and estate administration, possess strong fiduciary accounting skills, and have a general… more
- Robert Half Legal (Chevy Chase, MD)
- …Chevy Chase, Maryland. In this role, you will provide expert legal counsel on estate planning , probate, and trust administration matters. This position ... make a meaningful impact in their lives. Responsibilities: * Advise clients on estate planning strategies, including drafting wills, trusts, and other legal… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …designed to ensure the efficiency and accuracy of transactions processed in trust , estate , investment management, custody, employee benefit and individual ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534...required throughout the bank. + Actively participates in strategic planning activities. + Maintains an active awareness of changes… more