- Robert Half Legal (Garden City, NY)
- …has several different practice areas and has a headcount of about 85 people altogether. Their Trusts & Estates team in Garden City is growing and are looking to ... " estate tax returns" Job Summary: * Draft estate plan documents such as Wills, Grantor Trusts...and supervise will executions. * Advise and assist trustees, trust and estate beneficiaries and personal representatives… more
- Robert Half Finance & Accounting (Providence, RI)
- …We are looking for a detail-oriented Legal Administrative Assistant to support trusts and estates administration in our Providence, Rhode Island office. This ... to the seamless operation of trust and estate processes. Responsibilities: * Organize and maintain legal...Organize and maintain legal documents related to trusts and estates . * Coordinate schedules and… more
- Robert Half Legal (Oak Lawn, IL)
- Description Summary: We are seeking an entry-level Estate Planning Legal Assistant/Receptionist to join a growing Trusts & Estates team in a dynamic law ... work environment focused on growth and mentorship. + Opportunity to develop legal operations, client service, and estate planning expertise. Our specialized… more
- Robert Half Legal (St. Louis, MO)
- … Tax * Ability to prepare Estate Tax Return * Experience in managing Revocable Trusts * Expertise in Tax - Trust & Estate * Familiarity with Form ... join our team. This role will primarily focus on Trusts & Estates , requiring the individual to...1099 and K-1 * Experience in Probate and Estate Administration * Skilled in Legal Billing… more
- Robert Half Legal (Wellesley Hills, MA)
- …and multiple deadlines effectively. * Knowledge of probate law and trusts and estates processes. * Ability to draft legal documents with attention to detail ... * Draft and review probate-related documents, including petitions, inventories, motions, and trust distributions. * Prepare and file legal documents with probate… more
- Robert Half Legal (Rochester, NY)
- …York. This position offers the opportunity to work within a supportive and client-focused Trusts & Estates practice group. If you are passionate about estate ... experience) + great benefits! Schedule: In-Office Responsibilities: + Draft and review estate planning documents, including wills, trusts , powers of attorney,… more
- Robert Half Legal (Northbrook, IL)
- …law firm located in the North Shore suburbs seeking a Trusts & Estates Associate Attorney to join its growing estate planning practice. This is an ... long-term growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of asset transfers… more
- Truist (Atlanta, GA)
- …administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts , special needs trusts , investment ... planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help...or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate … more
- Wells Fargo (Winston Salem, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely… more
- First Horizon Bank (Chattanooga, TN)
- …job posting. **Summary** : Manages a portfolio of moderately complex to complex trusts , estate accounts and sales efforts while generating income through ... Description:** + Manages a portfolio of complex and large trusts , estate accounts and sales efforts while...while being mindful of the client's risk tolerance and legal ramifications of the different trust account… more