- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust... estate planning and advice, legal, insurance, real estate , asset management , trusts, estates ,… more
- JPMorgan Chase (Newark, DE)
- …of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global ... The Global Trusts & Estates Practice is an integral part of the...with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and… more
- Regions Bank (Hoover, AL)
- …+ Proficient with Microsoft Office products and programs This position is on the Wealth Management Middle Office Corporate Trust Operations team. This ... section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back...and the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate… more
- JPMorgan Chase (Summit, NJ)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking ... Trust Officer + Work with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries… more
- Regions Bank (Nashville, TN)
- …to retain & grow the client relationship + Communicates and delivers the Private Wealth Management mission and vision statement This position is exempt from ... relationships + Assigns accounts for administration + Partners with Trust Advisors, as a relationship management point...**Requirements** + Bachelor's degree + One (1) year of Trust Administration, Estate /Tax Law, Financial Planning or… more
- Commerce Bank (Kansas City, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... and trust administration services. Our approach to wealth management means assembling a team of...& Abilities Required + Intermediate understanding of the investment, trust and estate planning fields + Intermediate… more
- Robert Half Legal (Doylestown, PA)
- …the ability to build rapport with high-net-worth clients. * Knowledge of wealth management principles and trust and estate planning. * Ability to work ... supporting attorneys and wealth advisors in complex trust and estate planning matters. The role...required. * Collaborate with team members to ensure seamless management of complex trust arrangements. * Uphold… more
- Commerce Bank (St. Louis, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... and trust administration services. Our approach to wealth management means assembling a team of... wealth management services, such as wealth transfer planning, taxation, estate planning and… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts ... & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by ... tax reporting for foreign trusts. As a Trusts and Estates Tax Operations Vice President on the Tax Technical...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041… more