- Bank of America (Melville, NY)
- …advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning ... planning . + Stays up to date with major developments in trust , estate /wealth transfer and financial planning , while following current and proposed tax… more
- Robert Half Legal (Chicago, IL)
- …Paralegal certificate preferred + 3-5+ years of experience handling estate planning and estate & trust administration + Excellent communication ... law firm located in downtown Chicago that's seeking an Estate Planning Paralegal with at least 3-5+...+ Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust… more
- Robert Half Legal (Seattle, WA)
- …in the matters handled. * Provide quality representation for high net worth probate and estate planning matters. * Handle trust and estate accountings ... Seattle is looking to add another Attorney to their Estate Planning department. This role focuses on...work closely with partners, offering quality representation and handling trust and estate accountings and tax returns.… more
- Robert Half Legal (Encino, CA)
- …as well as experience in complex trust administration. All levels for this estate planning attorney will be considered! 6 months+ in the practice area ... Description Full service law firm with 50+ attorneys seeks Estate Planning Associate Attorney. The Estate Planning Attorney will drafting estate … more
- Robert Half Finance & Accounting (Rogers, AR)
- …in wealth management, serving high-net-worth individuals, families, and small businesses with advanced trust and estate planning needs. This role has no ... processes and strategies. * Experience working with high-net-worth individuals, trusts, and estate planning . * Excellent communication skills, with the ability… more
- Robert Half Legal (Minneapolis, MN)
- …asset division. + Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth ... in complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop… more
- Truist (Dallas, TX)
- …wealth products and services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer/commercial… more
- Robert Half Legal (Chicago, IL)
- …+ Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- Regions Bank (Atlanta, GA)
- …business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real… more
- Zions Bancorporation (Midvale, UT)
- …candidate will have expertise in high-net-worth customer needs, financial products (investment, trust , estate planning ), and regulatory bodies like FINRA. ... families, and businesses. These services often include personalized investment strategies, financial planning , estate and tax planning , succession … more