- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Commerce Bank (St. Louis, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Columbia Bank (Boise, ID)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... **About the Role:** A Trust Portfolio Manager provides expertise in the management...insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …and review Federal and State tax returns for various entities such as businesses, trusts , estates , and individuals. * Conduct research on current tax laws and ... met. * Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks… more
- Robert Half Finance & Accounting (Santa Rosa, CA)
- …* Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts , and estates . * Build and maintain strong client relationships ... * Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues. * Analyze and resolve complex… more
- Columbia Bank (Denver, CO)
- **About the Role:** The Trust Securities Operations Supervisor, within the Asset Valuation Team, is responsible for managing all aspects of the firm's Private ... Security and Real Estate asset valuation activities. In partnership with the team...+ Certified IRA Services Professional (CISP) and/or Retirement Industry Trust Association (RITA) certified Self Directed IRA industry Professional… more
- Health Advocates Network (Albany, NY)
- …Surrogate Court forms and processes; able to use basic math to review trusts and estates accounting documents; navigate several different enterprise data ... School Diploma or Equivalent The candidate, working with the Legal Assistant II, will perform a variety of paraprofessional...received by the office. 4. Scan court notices, wills, trusts , pleadings and accountings and posting to a Word… more
- Columbia Bank (Denver, CO)
- **About the Role:** The Lead Trust Ops Specialist has a primary responsibility to review and approve all aspects of the firm's Private Security and Real Estate ... to resolve discrepancies or follow-up on requests. Adhere strictly to trust regulations and security standards including our customer identification program, the… more
- Robert Half Legal (Denver, CO)
- … estate law, including probate and estate administration. * Familiarity with trusts , estate tax, and related legal frameworks. * Strong organizational ... from inception through final reporting. * Draft and review legal documents, including petitions, pleadings, accountings, trust -related correspondence,… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …including Intellectual Property, Litigation, Labor & Employment, Global, Corporate, Student Affairs, Real Estate , Trusts & Estates , and Non-profit & Tax. ... the Office of General Counsel with conducting factual and legal research, drafting litigation papers, assisting in the negotiation...Conduct research and provide legal advice and guidance in a variety of areas… more