- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... mindset and high levels of operating risk discipline including risk planning , operating routines, and broadly the identification of risks, assessing risks,… more
- Bank of America (Dallas, TX)
- …with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning , philanthropic services, business sales ... 66 licenses **Skills:** + Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking + Client Investments Management + Client Solutions Advisory… more
- Robert Half Legal (Chicago, IL)
- Description We are looking for an Attorney with a background in estate planning and tax law to join our dynamic legal team in Chicago, Illinois. This role offers ... of the firm's expertise in these areas. Responsibilities: * Advise clients on estate planning strategies, including drafting wills, trusts, and other legal… 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
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their… 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 (Oakland, CA)
- …function of this role is to provide legal services in the field of estate planning and trust administration. Responsibilities * Facilitate client ... Draft, review, and assist in the preparation of legal documents related to estate planning and trust administration. * Analyze financial records, discern … more
- Fox Rothschild LLP (Kansas City, MO)
- …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
- Kraus-Anderson (Minneapolis, MN)
- … estate development, construction delivery models, financial structuring, facility planning , and sustainability strategies. The ideal candidate will have a strong ... and keep promises + **Teamwork** - Collaborate to foster trust and success for all + **Value People** -...background in commercial real estate , construction management, and strategic planning . **Essential… more
- Edward Jones (St. Louis, MO)
- …of the wealth management process? Do you have a strong background in high net worth estate planning ? If you answered yes to these questions, This could be the ... partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd… more