- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration , or estate planning. This role can be hybrid or 100% ... court on routine hearings, and prepare legal documents tied to estate and trust administration . Why This Role Stands Out: + Remote flexibility (must reside in… more
- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Robert Half Legal (Los Angeles, CA)
- … & estate firm in Century City is seeking an attorney with 5+ years of trust administration experience. This Trust Adminsitration Attorney will work onsite 3 ... and has a defined partnership track. The firm is offering this Trust Administration Attorney a stellar compensation package with benefits and a generous bonus… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... planning * Coordinate and manage the probate and estate administration process * Perform legal research and analysis on...relevant laws and regulations pertaining to estate planning and administration * Collaborate with the legal team to ensure… more
- Williams Parker (Sarasota, FL)
- …Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is ... probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings,… more
- KeyBank (Palm Beach Gardens, FL)
- …probate estate administration , or five to seven plus years of personal trust administration and probate administration experience, or equivalent work ... equivalent knowledge from other industry training or equivalent experience in personal trust administration and probate administration + Undergraduate degree… more
- M&T Bank (Bridgeport, CT)
- …Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary ... with the client on trust matters and support overall trust administration management. + Ensure high-level client service through timely and appropriate… more
- Regions Bank (Atlanta, GA)
- …finance, economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including ... in the trust and investment management industry to ensure prudent administration and investment management + Partners with Trust Administrator to oversee… more
- BankFinancial (Downers Grove, IL)
- Job Descriptions: Summary: Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, ... the initial account review. + Manages all assigned accounts, assuring proper administration according to the operating document, trust policies and procedures.… more
- Regions Bank (Atlanta, GA)
- … Trust or closely related experience **Preferences** + Background in Corporate Trust Administration & Investments **Skills and Competencies** + Ability to ... business groups. **Primary Responsibilities** + Manages the set-up, implementation, and administration of Corporate Trust Accounts + Oversees and provides… more
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