- Robert Half Finance & Accounting (San Francisco, CA)
- …client experience. Key Responsibilities + Act as a trusted advisor across tax, estate , trust , insurance, and investment matters to deliver integrated solutions. ... through a holistic service model spanning investment advisory, tax and estate planning, risk management, family governance, and household financial operations. The… more
- Robert Half Legal (Castle Rock, CO)
- … estate plans independently, ensuring accuracy and compliance with legal standards. * Oversee trust administration processes, including conservatorships ... This position is ideal for a proactive individual with expertise in estate planning, probate, guardianships, trust administration, conservatorships, real … more
- KeyBank (Hartford, CT)
- …all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external ... opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, lending...other related wealth issues by keeping current as to estate and tax law changes through legal … more
- KeyBank (Portland, ME)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other banking, lending,...other related wealth issues by keeping current as to estate and tax law changes through legal … more
- Fairleigh Dickinson University (Teaneck, NJ)
- …a senior leadership position and encompasses responsibility for, and oversight of, all legal affairs and compliance matters for all campuses of the university, while ... management team, and campus leaders. The General Counsel selects and supervises legal services rendered by outside counsel. General Counsel also reviews and… more
- Truist (Atlanta, GA)
- …exam responses. Guide team supporting originations activities through loan-closing specific legal questions, around execution requirements, Trusts , POAs, title ... with key internal clients while serving as a trusted legal advisor, legal risk manager, and business...expert in particular area(s) of specialization. Support consumer real estate and personal lending lines of business with product… more
- Edward Jones (Dallas, TX)
- …passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding… more
- Robert Half Legal (Princeton, NJ)
- Description Position Summary: We are seeking an experienced and detail-oriented Real Estate Paralegal/ Legal Assistant to support our legal team with a ... variety of tasks related to real estate transactions (residential, commercial and REO). The ideal candidate will have an understanding of real estate law, title… more
- Edward Jones (St. Louis, MO)
- …passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a ... channels. Our solutions in focus span many domains, including tax and estate services, business exit solutions, farmer/rancher solutions, real estate , other… more
- KeyBank (Seattle, WA)
- …all relationships regardless of whether Key serves as trustee. + Identifies any potential trust and estate tax-related issues and works with the client and ... client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and...other related wealth issues by keeping current as to estate and tax law changes through legal … more