- Fifth Third Bank, NA (Chicago, IL)
- …of trust administration, estate planning strategies, and income and estate tax matters Guardianship Advisor Total Base Pay Range 82,100.00 - 172,500.00 USD ... and extended family or care teams, and functioning as the clients' trusted advisor ) directly with the client, the client's immediate family, legal counsel and tax… more
- Truist (Atlanta, GA)
- …including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- State of Montana (Billings, MT)
- …commitments; representing parents and children in dependent/neglect matters; and guardianship or conservatorship proceedings, as described in the Montana Public ... advises about new laws that have no case precedent. * Serves as a legal advisor across multiple fields of law; may develop expertise in specific fields of law and… more
- State of Montana (Butte, MT)
- …and advises about new laws that have no case precedent * Serves as a legal advisor across multiple fields of law; may develop expertise in specific fields of law and ... ** **(5%)* * May serve as a principal legal advisor in a specific field of law * Attends...on the part of counsel. * Statutory requirements governing guardianship and conservatorship in the jurisdiction as well as… more
- JPMorgan Chase (Columbus, OH)
- …Consumer Banking Legal team, you will spend your time serving as a trusted advisor to the business that is responsible for consumer deposit products and 4800+ ... to powers of attorney, trusts and estates, deceased customer account closures and guardianship issues; + Internalize the firm's risk appetite in order to provide… more
- State of Montana (Billings, MT)
- …advises about new laws that have no case precedent. * Serves as a legal advisor in dependence and neglect matters; may develop expertise in specific fields of law ... *_B. Other duties as assigned_ (5%)* * May serve as a principal legal advisor in a specific field of law. * Attends continuing education trainings as required… more
- Texas Health Resources (Arlington, TX)
- …Complex behavioral health cases Applications for community resource needs. Guardianship processes Mental Health Treatment Declaration, Notification of Emergency ... principles. Escalates issues to Chief Quality Medical Officer (CQMO), Physician Advisor , and/or Senior Director as appropriate. Fiscal Responsibility - Develops… more
- Nuvance Health (Poughkeepsie, NY)
- …a minimum the case manager reviews observation cases daily. 3. Utilizes physician advisor to interface with physicians as needed. 4. Collaborates with the third ... their unique needs. 15. Serves as the lead in obtaining legal guardianship and competency determinations as well as adoption related situations. Completes and… more
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