- Bank of America (Chicago, IL)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** ... + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from… more
- Bank of America (Atlanta, GA)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Bank of America (Clayton, MO)
- …CPA (or 6 months away from obtaining certification) + Minimum of 8 years of trust administration and estate planning experience + Technical expertise in the ... areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving + Creative through… more
- Robert Half Legal (Birmingham, AL)
- …and assist in probate litigation processes. + Conduct legal research related to estate and trust administration, tax planning , litigation, and business ... Description We are seeking a detail-oriented Estate Planning Paralegal to assist attorneys...representation of public charities and private foundations. + Support estate and trust administration, including gathering financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …personal meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** : * Function in a professional office… more
- Robert Half Legal (Harwich, MA)
- …or Paralegal Certification is preferred. * At least 3-5 years of experience in trust and estate planning , administration, and document drafting. * ... is ideal for someone with a strong background in estate planning , probate administration, and legal documentation...planning activities. * Monitor deadlines and milestones in trust and estate matters to ensure timely… more
- Robert Half Legal (Plantation, FL)
- …other estate planning instruments. * Provide legal guidance on sophisticated trust and estate planning matters, ensuring compliance with all relevant ... effective advice. Requirements * A minimum of 3 years of experience in probate, estate planning , and trust administration. > Must be Florida Licensed and in… more
- JPMorgan Chase (Palo Alto, CA)
- …Morgan Wealth Management field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position ... service function + Ability to drive business results with broad background in trust and estate planning issues + A strong self-motivated individual who can… more
- Comerica (Denver, CO)
- …for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning , and working directly ... Job Description Trust Advisor IV - Ultra High Net WorthOur...coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which… more
- First Horizon Bank (Knoxville, TN)
- …account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more