- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Robert Half Legal (Raleigh, NC)
- Description ✨ Attorney Opportunity - Build Your Career in Estate Planning & Probate Law! ⚖️ Are you passionate about helping clients navigate the important area ... of estate planning ? A growing boutique law firm...of estate planning ? A growing boutique law firm in Raleigh, NC...✅ Provide valuable support to clients and fiduciaries on trust , probate, and estate administration matters. ✅… more
- Robert Half Legal (Seattle, WA)
- Description We are looking for an experienced and dedicated attorney to join our Estate Planning group in our Seattle office. This role involves crafting ... tailored estate planning solutions, advising high-net-worth clients on...on wealth transfer strategies, and providing legal guidance on trust administration and charitable planning . The ideal… more
- Regions Bank (Orlando, FL)
- …clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning , taxation (including income, gift and estate ... an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth… more
- Robert Half Legal (Chicago, IL)
- …complex legal processes. The successful candidate will play a vital role in estate and trust planning , administration, probate, and guardianship matters. ... administration processes. + Assist clients in locating and collecting estate and trust assets. + Evaluate asset-related documents for accuracy and potential… more