- Robert Half Legal (Los Altos, CA)
- Description A well-established estate planning and trust administration practice near San Jose has an immediate opening for a full-time Probate Litigation ... paralegal who is well versed in all aspects of probates, trust litigation and conservatorships. Our paralegals work closely with attorneys, clients, professional… more
- US Bank (Las Vegas, NV)
- …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 Legal (Wellesley, MA)
- …to join our team. This role involves supporting attorneys specializing in estate planning , probate, and trust administration with administrative, ... studies is a plus. + Experience in law firm settings, particularly within estate planning , probate, and trust administration teams. Robert Half is the… more
- Robert Half Legal (Chicago, IL)
- …will involve preparing and reviewing various legal documents and correspondence, managing estate planning documents, maintaining trust / estate financial ... ensuring high quality, accuracy, and comprehensiveness. * Prepare and review estate planning documents. * Maintain trust / estate financial records.… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …(SME), Vendor, Statewide staff, and end-users. + Participate in the planning , organization, and implementation of activities related to Software (SaaS) utilized ... and Finance (DTF), and the New York State Housing Trust Fund Corporation's Office of Financial Administration. + Assist...of skills and backgrounds in public policy, administration, real estate , construction. finance, law, and many other areas of… more
- PNC (Vero Beach, FL)
- …customer communications or presentations to provide fiduciary advice and introduces planning concepts to meet client needs for assigned accounts. Prepares and ... Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management,… more
- Comerica (San Diego, CA)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... or personal finances, family relationships, investment objectives and financial planning ; listen, profile, gather information to assess client needs, biases… more
- The Salvation Army (Hartford, CT)
- Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per Week: 35 Schedule: Mon-Fri; 9:00 ... vehicles. Serve as a critical member of the gift planning team and be responsible for coordinating all gift...federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines… more
- Fox Rothschild LLP (Blue Bell, PA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- Robert Half Finance & Accounting (Walnut, CA)
- …and track cash flow for trust -related financial activities. * Assist with estate planning and monitor investments across various entities and partnerships. * ... you will oversee financial processes related to private equity investments and estate planning , ensuring compliance, accuracy, and timely reporting. This… more