- Raymond James Financial, Inc. (Boston, MA)
- …and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax and estate ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Robert Half Legal (Irvine, CA)
- Description An established Orange County law firm specializing in trusts & estates and family law is seeking a Litigation Attorney to join their team. This ... with a steady flow of sophisticated matters in both trusts / estates and family law. Position Highlights: +...and managing discovery. * Expertise in family law and trust and estates , with the ability to… more
- The County of Los Angeles (Los Angeles, CA)
- …investigations, training, case auditing, casework administration including management of estates , assets, trusts , associated fiduciary responsibilities, and ... legal codes, legal authority granted and legal requirements of conservatorships, guardianships and trusts ...public conservatorship or guardianship. Learns to investigate and manage trusts including the review of trust documentation… more
- Robert Half Legal (Chicago, IL)
- …potential exploitation. + Prepare detailed accountings for guardianships, estates , and trusts . + Coordinate asset transfers and trust funding in accordance ... with a highly respected law firm to find a Trust & Estates Paralegal. This role is...The successful candidate will play a vital role in estate and trust planning, administration, probate, and… more
- Trinity Health (Albany, NY)
- …insurance professionals, CPAs, etc.) in developing charitable gift annuities, charitable remainder trusts , charitable lead trust , as well as other planned gift ... on developing planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of each foundation Executive… more
- Fox Rothschild LLP (Atlanta, GA)
- …the highest level of service to internal and external clients. We are a well-established trusts and estates team with a deep client base. The work is varied, ... Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex,… more
- Price Benowitz LLP (MD)
- …and South Carolina. Our areas of practice include criminal defense, personal injury, family law, trusts and estates , and more. We are driven by our core values ... client service and operational excellence. Position Overview We are seeking a Legal Assistant with exceptional administrative and organizational skills to support a… 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
- Robert Half Legal (Los Angeles, CA)
- …[dot] Graham [at] RobertHalf [dot] [com] Requirements + 5+ years of estate planning, probate administration or trust administration experience + bachelor's ... Description International Law Firm seeks Trusts & Probate Paralegal Am Law firm in...to high-wealth clients, trustees, and family members * Prepare estate and gift tax returns * Direct dealings with… more
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