- JPMorgan Chase (Rochester, NY)
- …experience in the trust and estates industry + Experience in the administration and support of trust and estates including general understanding of fiduciary ... delivery of services. + Handle ongoing day to day administration of accounts, and proactively manage account base in...degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal… more
- MetLife (Tampa, FL)
- …resolution. * Review various legal documents, including POAs, guardianship, estate, trust , etc. to determine party rights and proper distribution of proceeds. ... legislation to determine the impact on retail life claims and policy administration and recommends & implements changes to procedures to ensure compliance for… more
- Patent and Trademark Office (Alexandria, VA)
- …examiners and the public. Represents the Office of Patent and Legal Administration (OPLA) upon request to provide briefings and presentations on Office policy, ... more information. This is a Bargaining Unit position. This is a Public Trust position and has a risk level designation of "moderate risk" Background Investigation… more
- Planned Parenthood of Greater New York (Kingston, NY)
- …screenings, sex ed trivia/bingo, youth panel events, youth fairs, etc.) Program Administration (15%) + Coordinate and schedule requests for programming via phone, ... building and communication skills, including an ability to work and build trust across cultural differences related to related to race, class, age,gender, gender… more
- Robert Half Finance & Accounting (Reno, NV)
- …internal account set-up forms. . Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds ... opportunities. Educational and Other Requirements . Bachelor's degree (Emphasis in Trust Administration , Business, Finance, Accounting, or Law is preferable).… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …* Financial markets, products, financial advisory function, and investment process. * Directed Trust administration experience is desired. **Skill in** : * IRA ... with supervisory interaction and support. * Answers general Financial Advisor inquiries regarding estate planning, trust services,...governance and personal and directed trust administration . * Strong interpersonal and leadership… more
- Bank of America (Florham Park, NJ)
- …teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client relationships. In ... will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA)...+ years of technical expertise in the areas of trust administration , fiduciary law, and/or estate and… more
- M&T Bank (Syracuse, NY)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a...technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal… more
- Charles Schwab (Wilmington, DE)
- …**What you have** **Required Qualifications:** + 10+ years experience in personal trust administration + Bachelors degree or equivalent work experience ... + Experience with directed trusts + Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by… more
- Raymond James Financial, Inc. (Columbus, GA)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more