- KeyBank (Toledo, OH)
- …(ISSs) and RMs to retain and expand existing client relationships. + Reviews client estate planning and trust documents and advises RMs, attorneys, etc. ... determine duties and responsibilities of bank. + Identifies and resolves potential trust and estate tax- related issues. + Applies sound fiduciary judgment to … 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 + ... 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 (Rockville, MD)
- …and partnership returns + Build and serving 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 as well as estate tax compliance and planning are… 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
- 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
- Columbia Bank (Scottsdale, AZ)
- …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
- Fifth Third Bank, NA (Birmingham, AL)
- …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
- Comerica (Farmington Hills, MI)
- …well as providing suggested steps to remediate issues. Review more complicated estate planning documents that require an understanding of Comerica's ... colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review:… more
- UMB Bank (Rust, MI)
- …equivalent background. **Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory experience + Active in ... with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according...regulations, and UMB policies and procedures. + Provides solution-oriented planning for clients and coordination of wealth strategy … more
- Tompkins Community Bank (Ithaca, NY)
- …field 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