- Regions Bank (Birmingham, AL)
- …the Natural Resources / Real Estate (NRRE) group to manage a portfolio of real estate properties either held in trust , agency, IRA, or estate accounts or ... relationships, working within one of the following specialty asset teams: **Real Estate ** Trust Property Managers on the Real Estate team manage real… more
- University of Rochester (Rochester, NY)
- …individual, and internal equity considerations._ **Responsibilities:** GENERAL PURPOSE The Office of Trusts , Estates & Gift Planning serves as a central resource ... of planned gifts, including but not limited to, bequests, charitable trusts , charitable gift annuities, pooled income funds, University of Rochester Donor… more
- M&T Bank (Wilmington, DE)
- …and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. + ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- M&T Bank (North Palm Beach, FL)
- …and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. + ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Regions Bank (Knoxville, TN)
- …of Individually Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust , and estate , ensuring account administration follows the fiduciary ... non-standard asset acceptance and retention, trust modifications, trust loan approvals and real estate improvements + Supports fee set up, and daily cash… more
- State of Minnesota (St. Paul, MN)
- …Qualifications** Three (3) years professional public programs experience working directly with trusts , estates , probate, and/or real estate property law. ... programs. Specifically, this position is responsible for developing and supervising the county estate recovery program. He or she serves as the primary point of… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …subject matter expert in Third-Party Liability (TPL) Recovery issues related to Estate , Trauma, Special Needs Trusts , and/or restitution recoveries. Provides ... implementation of TPL policies and procedural changes related to Estate , Trauma, Special Needs Trusts , and/or restitution...the recovery of funds from third parties (including the estates and Trusts of deceased recipients), as… more
- First Horizon Bank (Dallas, TX)
- …job posting. **Summary** : Manages a portfolio of moderately complex to complex trusts , estate accounts and sales efforts while generating income through ... subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage… more
- Robert Half Legal (Westwood, CA)
- Description Robert Half Legal is partnering with a boutique Trusts and Estates law firm located in Westwood in their search for a skilled Probate Paralegal. This ... Manage communication with clients, courts, and other parties on estate matters. + Draft correspondence, legal forms, and other...Draft correspondence, legal forms, and other documentation related to trusts and estates matters. + Maintain and… more
- Neuberger Berman (New York, NY)
- …Direct administrative and management oversight responsibility for fiduciary relationships for trusts , estates and investment management clients. + Day-to-day ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … more
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