- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. ... Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally administer estates and trusts,… more
- Commerce Bank (St. Louis, MO)
- …Trust is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private ... Essential Functions + Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax… more
- Robert Half Legal (Philadelphia, PA)
- …team represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement , tax return preparation ... well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts,...will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and… more
- TD Bank (Boston, MA)
- …as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement services. A second, but equally important role is to ... management and lending engagements + Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate… more
- KeyBank (Cincinnati, OH)
- …+ Demonstrated expertise in multigenerational wealth planning, complex trust structures, and estate settlement . (preferred) + Proven ability to lead client ... dynamics and multigenerational planning needs with discretion and insight. + Evaluate estate planning documents and legal instruments to ensure alignment with client… more
- US Bank (Palm Beach, FL)
- …external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement . Administers accounts in a manner that ensures compliance ... estate planning experience Preferred Skills/Experience - Advanced knowledge of estate settlement , gifting, income, estate and multi-generational taxation… more
- Commerce Bank (St. Louis, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement , insurance, planning, credit and banking services to meet ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement , insurance, planning, credit and banking services to meet… more
- Rock Family of Companies (Remote, OR)
- …Close, you will manage critical documents and financial details throughout the real estate settlement process. You will work directly with mortgage lenders to ... will be essential as you help clients navigate the final steps of their real estate transactions. **About the** **r** **ole** + Add fees and charges to build Closing… more
- Navy Federal Credit Union (Vienna, VA)
- …Opportunity Act; Truth in Lending Act; Fair Credit Reporting Act; Real Estate Settlement Procedures Act; Telephone Communications Practices Act; Servicemembers ... regulations relating to Collections (loss mitigation, foreclosure and bankruptcy); Real Estate Settlement Procedures Act;Fair Debt Collections Protection Act;… more
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