- Truist (Atlanta, GA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including, issue ... time. 1. Understands and is conversant with financial and estate planning strategies and is able to...planning , and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and… more
- KeyBank (Brooklyn, OH)
- …+ 7+ years Audit or Related Experience (preferred) + Knowledge of wealth management, trust and estate planning , investment management and advisory, and ... **Responsibilities** + Demonstrate advanced understanding of audit concepts within planning , fieldwork and reporting, as well as workpaper documentation, audit… more
- University of Michigan (Ann Arbor, MI)
- Adjunct Practice Instructor in Urban and Regional Planning - Real Estate Apply Now **How to Apply** Applicants should submit one (1) PDF (500kb size limit) ... estate curriculum **Required Qualifications + Degree in real estate , urban and regional planning , or an...aim to create a community of mutual respect and trust where everyone's backgrounds, identities, and views are represented… 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. ... and trust administration processes. Assist clients in locating and collecting estate and trust assets. Evaluate asset-related documents for accuracy and… more
- Regions Bank (Jacksonville, 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 (Los Angeles, CA)
- …at Samantha [dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning , probate administration or trust administration experience + ... to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with...returns * Direct dealings with financial institutions to collect estate assets * Handle administration of decedent's assets with… more
- Robert Half Legal (Spokane, WA)
- Description A multi-office firm in Spokane, WA is seeking an experienced Estate Planning Attorney to join their practice, supporting clients on their wills, ... experience as an attorney in Washington state within an Estate Planning focus - Juris Doctor with...- Experience drafting wills, POAs, guardianships, probate docs and trust administration docs - Washington State Bar License, active… more
- Robert Half Legal (Napa, CA)
- …in a collaborative, client-focused environment. Key Responsibilities: + Advise clients on estate planning and trust administration matters, including ... law school. + Active bar membership and in good standing. + 4+ years of estate planning and trust administration experience in a law firm. + Experience with… more
- AON (Chicago, IL)
- Reporting to the Head of Real Estate Americas, the Senior Director, Corporate Real Estate is responsible for the strategic oversight and execution of Aon's North ... American real estate portfolio, encompassing 100+ leased office locations. This role...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Fox Rothschild LLP (Denver, CO)
- …corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning , estate administration, trust planning , trust ... administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more