- 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
- Truist (Atlanta, GA)
- …the wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, ... trust documents, wills, retirement accounts and other ... planning , employee benefits, stock options, insurance, and estate planning 4. Track record of helping… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... Skills: + Bachelor's degree* in humanities, public policy, urban planning or business field plus at 3-5 years of...3-5 years of work experience preferred in a real estate finance position, including underwriting and project management. +… more
- Comerica (Bloomfield Hills, MI)
- …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
- American Red Cross (Dallas, TX)
- …capacity to solicit planned and current gifts. + Cooperates with various local financial planning and estate planning associations to plan meetings that ... and video._** **_WHAT YOU NEED TO KNOW:_** The Gift Planning Unit at the American Red Cross seeks to...degree in philanthropy studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related… 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
- Charles Schwab (Westlake, TX)
- …for helping individuals and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or ... such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be...through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to… more
- Charles Schwab (Lone Tree, CO)
- …for helping individuals and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… more
- Fox Rothschild LLP (Philadelphia, 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
- The Salvation Army (Portland, ME)
- …without competing with TSAE efforts. + Fully utilize and curate annual divisional Estate and Charitable Gift Planning Institute (ECGPI) to cultivate allied ... assistance for those who need it most. The Gift Planning (GP) Program is one of The Salvation Army's...The Salvation Army. The employee occupies a position of trust and is expected to maintain confidentiality and exhibit… more