- Pitcairn Trust Company, LLC (Conshohocken, PA)
- …firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning , risk management, philanthropy, ... initial reviews of prospective client materials (eg, financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and… more
- Children's Hospital Los Angeles (Los Angeles, CA)
- …CHLA Foundation is seeking a strategic, relationship-driven fundraising professional to serve as Associate Vice President, Gift Planning (AVP). This is a unique ... fundraising areas/mechanisms. This non-supervisor role will report to the Associate Senior Vice President (ASVP), Gift Planning ,...educational setting or 7+ years experience practicing law or estate /tax planning may be considered and /or… more
- The Fuller Foundation (Pasadena, CA)
- …giving and investment management. We offer donor-advised funds, charitable trusts, estate planning , and investment services to individuals and families ... with a registered investment adviser Familiarity with charitable giving vehicles and estate planning . Interest in working successfully in an entrepreneurial,… more
- Wipfli LLP (Milwaukee, WI)
- …value creation. Reporting directly to the CFO, you'll lead financial planning , forecasting, and performance analysis to guide executive decision-making and ensure ... acquisition-driven environments. Responsibilities Essential Responsibilities: + Oversees consolidated financial planning and forecasting, including integration of acquired entities, and… more
- ANDREW C SIGERSON PC LLO (Omaha, NE)
- …related field strongly preferred. 1–3 years of experience in financial planning , trust administration, or estate planning law firm strongly preferred. ... plays a critical role in the successful execution of trust administration by overseeing the funding process of revocable...candidate brings a strong background in financial services or estate planning , attention to detail, and a… more
- UL Coleman Companies (Shreveport, LA)
- …staff members and complete as needed. · Manage office space planning , equipment procurement, and technology needs for central operations in collaboration ... in collaboration with Chief Financial Officer. · Review and approve all associate ’s educational reimbursement requests and monitor compliance with policy. · Monitor… more
- Specialized Recruiting Group - Olympia, WA (Olympia, WA)
- …for someone looking to gain more experience in the legal field with specialty in estate planning and small business law. This role blends paralegal duties with ... holidays as their benefits package once hired on. Key Responsibilities: Draft probate, estate planning , and small business law documents. Assist clients with… more
- Fox Rothschild LLP (Blue Bell, PA)
- Trust & Estate Planning Associate - Multiple Offices **Blue Bell, PA; Philadelphia, PA** **Description:** With bold growth in recent years, Fox ... in the Blue Bell, PA or Philadelphia, PA offices for a Trust & Estate Planning associate in our Taxation & Wealth Planning Department. The ideal… more
- Fox Rothschild LLP (San Francisco, CA)
- Trust & Estate Associate - San Francisco,...office for a Trust & Estate Associate to join our Taxation & Wealth Planning Department. ... The ideal candidate will have three to five years of experience with estate planning and trust administration. Our Trust & Estate Practice is… more
- Robert Half Legal (Seattle, WA)
- Description A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have 3+ years of ... Washington or eligibility to obtain licensure. * 3+ years of experience in estate planning and trust administration. * Strong drafting skills for legal… more
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