- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Robert Half Legal (Plano, TX)
- …legal guidance to clients navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position offers the ... from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts,...notices, and other legal documents related to probate and trust administration. * Collaborate with paralegals and other legal… more
- Robert Half Legal (Walnut Creek, CA)
- …trusts, wills, and conservatorships. * Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * ... In this role, you will handle a variety of estate -related disputes, including trust and probate litigation,...probate and conservatorship processes. * Monitor compliance with relevant estate planning , probate, and conservatorship laws and… more
- US Bank (Nashville, TN)
- …financial planning , insurance products, (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , ... business succession planning , family governance, and trust and fiduciary advisory, with a special focus on...client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns… more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...data visualization, data modeling, and testing platforms. + Build trust in all interactions and with Enterprise Consumer Data… more
- PenFed Credit Union (Tysons Corner, VA)
- …RVP to identify opportunities for skill enhancement, productivity improvement, and business planning for individual agents. + Be visible and available to agents in ... combination of education and experience is considered. + Eight years of real estate experience required. + Five years of leadership experience required. + Strong… more
- Robert Half Legal (Lutherville, MD)
- …for a motivated individual with extensive experience in probate administration and estate planning . Responsibilities: * Coordinate and manage the filing and ... and accuracy. * Support attorneys in drafting and reviewing estate planning documents. * Provide general administrative...of 5 years of experience working independently as a trust and estate paralegal. * High school… more
- Truist (Raleigh, NC)
- …real estate , closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held ... years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related...products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge… more
- Realtor (Scottsdale, AZ)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... suite of tools, Realtor.com(R) not only makes a significant impact on the real estate industry at large, but for consumers, navigating the biggest purchase they will… more
- Grant Thornton (Phoenix, AZ)
- … 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