to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
. Morgan is looking to hire a Trust Officer VP for their Wealth Management Solutions, Trust & Estates practice in Rochester, NY. This full-time position offers a base pay/salary of $95,,. The Trust Officer is responsible for overseeing the administration of trust accounts and establishing relationships with beneficiaries and advisors. They must have a comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability... to write in an authoritative, neutral tone, is required. Should a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability... to write in an authoritative, neutral tone, is required. Should a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability... to write in an authoritative, neutral tone, is required. Should a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Attorney - Estate Planning The candidate will... serve as an integral part of the office by advising family members on estate planning, trust administration, gifting... and personal financial planning, with a strong emphasis... on the legal challenges and intricacies that each subject area presents. As the key internal liaison, administer and monitor estate plans spanning multiple generations... with varying levels of complexity. Identify tax effective gifting strategies and collaborate... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
and communication skills, both written and verbal • Ability to work independently as well as part of a team • Proven ability to handle complex fiduciary relationships • Flexibility and an ability to adapt to change • Ability to take initiative and work under pressure • Ability to multi-task, prioritize and manage workloads • Strong analytical, problem solving and organizational skills # Estate Officer - VP at... Company ## Job Inf... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management, Trust & Estates, Trust Administrator - Associate . Morgan is looking for an experienced Trust Administrator - Associate to join their Global Trusts & Estates Practice. This is an integral part of the services they offer to clients, and they are looking for someone with both technical experience and the ability to interact well with a variety of types of families and individuals. ## Job Responsibilities The Trust Administrator - Associate will... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
• excellent computer skills, including Microsoft Office (Word, Excel, PowerPoint) • excellent organizational, analytical and interpersonal skills • excellent verbal and written communication skills • ability to work independently and in a team environment • ability to work in a fast-paced environment • ability to manage multiple projects in a deadline-driven environment • strong problem-solving skills • ability to work with a wide variety of peop... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
KPB Fiduciary Strategist ## Job Overview The Fiduciary Strategist at Key Private Bank (KPB) is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member of the KPB relationship management team, the Fiduciary Strategist represents the local/in-market delivery for clients with appropriate revenue and advisory needs. ## Responsibilities * Lead the deliver... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Competitive #LI-JS1 National Wealth Strategies Advisor The National Wealth Strategies (NWS) group, part of the Chief Investment Office, seeks to provide thought leadership and expertise to The Private Bank and Merrill to help provide clients with holistic advice and strategies to manage their wealth. This group is looking to hire a National Wealth Strategies Advisor to fulfill its mission and responsibilities. Job Summary: The National Wealth... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here