- CHARLESGATE (Boston, MA)
- CHARLESGATE is seeking a motivated, resourceful, and proactive real estate salesperson to work on our New Development Sales Team. The primary responsibility is to ... construction condominium development project. Are you a successful real estate sales or leasing agent with a minimum of...webinars, office "roadshows", and the like. + Assist in planning & conducting special sales events and marketing projects… more
- Robert Half Legal (Sacramento, CA)
- …of case tasks Requirements - 5+ years of experience working as a paralegal within estate planning and trust administration - Strong problem solving and ... Tax Return - Strong familiarity with Probate Law - Comprehensive knowledge of estate planning - Power of attorney forms experience - Strong verbal and… more
- Robert Half Legal (Wellesley, MA)
- …to join our team. This role involves supporting attorneys specializing in estate planning , probate, and trust administration with administrative, ... proofread legal documents such as wills, trusts, powers of attorney , and probate pleadings. + Prepare estate ...plus. + Experience in law firm settings, particularly within estate planning , probate, and trust … more
- Robert Half Legal (Baltimore, MD)
- …collaborative environment. Responsibilities: * Draft, review, and revise estate planning documents, including wills, trusts, powers of attorney , and ... you will provide essential support to attorneys by managing estate planning and administration tasks as well...ensuring compliance with state and local regulations. * Oversee trust and estate administration activities, including asset… more
- Umpqua Bank (South Jordan, UT)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with... and taxation. + Extensive knowledge of Umpqua Banking, Trust Services, Taxation planning , Asset Allocation concepts… more
- Deloitte (Princeton, NJ)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Deloitte (Houston, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- State of Colorado (Denver, CO)
- …Additionally, the position supports the creation of a Legacy Donor Program, including estate negotiations in collaboration with the Attorney General's Office and ... programs and services statewide, and to manage land use through real estate acquisition and conservation internally and with partnering landowners. Description of… more
- Williams Parker (Sarasota, FL)
- …significant trial experience and portable books of business in areas such as trust & estate litigation, commercial litigation (with or without bankruptcy ... already licensed to practice law in Florida - or planning to relocate and willing to sit for the...need for litigation arises, our clients want an experienced attorney at their side. Our litigation team includes a… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning , and Wealth Planning . + Acts as the Core Team ... wealth goals. Create steams of highly credentialed specialists to provide wealth planning , investments, private banking, risk management, and trust services.… more