within the company's Global Legal BP organization. This role primarily supports the Corporate Services department, which encompasses functions such as Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement. The key responsibilities include: - Drafting and negotiating...
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 family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Management - Executive Director, Wealth Planning & Advice The candidate will work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies... as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field leadership and Pr... 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Note: This job is no longer active.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
Summary: . 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
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
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
to think strategically, analyze financial and legal issues and develop creative solutions to challenging problems Must have excellent communication, presentation, and relationship building skills Strong organizational skills with the ability to handle multiple tasks simultaneously Highly effective communication and interpersonal skills Ability to work independently and as part of a team Proven track record of successful business development # Job Opport... 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
Job Summary . Morgan is seeking a Trust Administrator for its Trust... & Estates Practice. This... position is based in Rochester, NY and offers a salary range of $80,,. The Trust Administrator will work with... the Account Opening Group to open estate or trust accounts, interpret the governing... instrument and applicable law to ensure the proper set-up of account records, and analyze Wills and trust documents for legal, tax,... administrative and investment issue...... 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
Senior Estate Planner and Senior Trust Counsel The candidate will... be advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity... planning; and charitable planning. Supporting advisor teams and portfolio managers by providing subject matter expertise. Partnering with both in-house and external specialists to deliver comprehensive wealth plans to clients. Acting as a thought leader through the publication of articles and other speaking arrangements... 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
Trust Counsel The candidate will... provide clients with complete trust, estate and investment management... services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduciary... r... 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
Trust Counsel The candidate will... provide clients with complete trust, estate and investment management... services; this includes services in the area of estates, personal trusts, and any other appropriate fiduciary capacity. Will manage and administer trusts and estates with accountability for all aspects of the accounts and client relations including conducting a complete analysis of the requirements of assigned accounts; review wills and trust agreements and determine fiduci...... 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