- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates - Estate Officer - VP within the Global Trusts & Estates Practice, you will be ... around structuring, pricing and closing trust and estate services including: estates , family trusts...Relationship Management experience + Comprehensive knowledge of trust and estate law, income, transfer, 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 ... Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- …with us and make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts ... & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate… more
- JPMorgan Chase (Chicago, IL)
- …Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts...France, Israel, etc.) and US tax reporting for foreign trusts . As a Trusts and Estates… more
- Bank of America (Chicago, IL)
- …balance sheets and income streams * 3-5+years of commercial and/or private wealth management credit experience * Strongnegotiation and communication skills * ... may not be co-located **Desired Qualifications:** * FormalCredit Training and/or Commercial/ Wealth Management credit experience preferred * Bachelor'sdegree in… more
- UMB Bank (Rockford, IL)
- The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based ... is important to them and why. At UMB Private Wealth Management , your story is our focus....Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This… more
- Robert Half Legal (Chicago, IL)
- …5-8+ years of experience to join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing support to attorneys ... with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at...in the administration of all aspects of trusts and estates in probate within established… more
- Charles Schwab (Northbrook, IL)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate Planning + Ability to...in additional to furthering your own professional development in Wealth Management . + Pursuant to SAFE Act… more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.… more
- CIBC (Chicago, IL)
- …offer focuses on integrated relationship management , where Investment Management Trust , Fiduciary, Asset Management , and Wealth Strategies teams work ... solutions. In addition, CIBC US also offer Commercial Banking, Commercial Real Estate Financing and Community Banking solutions to clients. **What you'll be doing**… more
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