Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Administrative Officer Responsibilities: Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primaril... 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Note: This job is no longer active.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
Fiduciary Officer I The candidate will be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge. Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within the team. Responsible for coordinating information and activities with external business partners (Attorneys,... 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Note: This job is no longer active.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
Officer II Duties: Engage in high level trust administration; oversee all administration activities. Proactively engage other specialists within US Trust to best meet client needs (Office of Chief Fiduciary, Tax Services, etc.). Proactively identify and resolve client issues. Working with other specialists, read and interpret governing documents and agreements. Oversee risk management activities. Proven ability to partner effectively both internally and externally.... 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 Administrative Officer II The candidate will assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Will also assist in the handling of inquires, either directly or as a research resource. Should preferably have ., college degree preferred and/or . degree or Paralegal certification. Must have prior... financial services or legal experience preferably in the Trust field. Knowledge of basic trust concepts and vehic... 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
Fiduciary Officer I The candidate will be accountable for preparing all types of agency accounts, including Investment Management and Investment Advisory accounts as well as IRA accounts for both U. S. Trust and Merrill Lynch Trust. Will work with the Trust Officer assigned to the account if administrative issues are identified as the ARQ is completed. Read governing documents and apply the provisions thereof to the administrative review of each account to ensure... 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
Fiduciary Officer I The candidate will be responsible for preparing required Administrative Review questionnaires for all types of agency accounts, including Investment Management and Investment Advisory accounts as well as IRA accounts for the company. Work with the Trust Officer assigned to the account if administrative issues are identified as the ARQ is completed. Read governing documents and apply the provisions thereof to the administrative review of each 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
Admin Officer II The candidate will be responsible for performing service and fulfillment activities to meet trust client needs and expectations within the group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provide high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-relat... 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
Admin Officer II The candidate will be responsible for performing service and fulfillment activities to meet trust client needs and expectations within the group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provide high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-relat... 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
Officer II - ML The candidate will be responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Responsible for understanding the client’s situation and circumstances and to deliver solutions to meet client needs. Collaborates with team members to consist... 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
Officer II - ML The candidate will be responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Responsible for understanding the client’s situation and circumstances and to deliver solutions to meet client needs. Collaborates with team members to consist... 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