Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax... Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... at the... aspects of fiduciary and estate tax services. Key responsibilities... Conducting technical preparation and review of complex trust and estate accounti...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct... and review of complex trust and estate accountings. - Perform... complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical... and review of complex trust and estate accountings. - Perform... complex calculations... and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client...
The following jobs are no longer active but were real openings previously posted by employers.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.
Planned Giving Associate Duties: Works for the Planned Giving divisions of the Development Office, including: Advancement Education and Catholic Charities of the 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Note: This job is no longer active.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 Administrator Duties: Assist with... the preparation of annual trust and Private Investment Company... (“PIC”) administration reviews and collect data... to be processed Assist with the preparation of the annual investment reviews Track and initiate all investment and administrative reviews. Maintain personal trust and PIC account rosters.... Maintain and update personal trust beneficiary worksheets and PIC... shareholder registers. Assist with the preparation of discretionary action... 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 and Estate Paralegal The... candidate will be drafting Engagement Letters to prospective clients. Drafting letters to clients. Drafting Simple Wills and Ancillary documents. Processing signed documents and forwarding conformed copies and originals to clients. Working with the title company to prepare and record deeds. Emailing and calling Corporate Service in order to form LLCs and Corporations. Preparing simple Operating Agreements. Applying for EIN numbers with the IRS.... 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
Estate Settlement Assistant II The... candidate provides administrative support to Estate Settlement Officers (ESO) and... Market Directors (ESMD) who manage a book of . Trust wealth transfer accounts. Working... independently, but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance... activities inclu... 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
Asset Management Private Bank Latin America Wealth Advisory Business Assistant Duties: Assists the Wealth Advisors who provide private clients with general tax, financial planning, and related trust and estate planning recommendations.... Work with the Latin America Wealth Advisors, to provide support for work involving the creation and implementation of client solutions, marketing and new product offerings, and management of internal pipelines. Be responsible for assisting w... 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
Associate Wealth Manager - Fiduciary Specialist The candidate will work with and supports the Senior Fiduciary Specialists to provide comprehensive guidance and service to clients regarding trust, planning and estate needs.... Will work on daily trust administration, as well as... communicating and summarizing complex legal and planning issues directly with colleagues,... clients and representatives. Additional responsibilities include: analyzing trust agreements, wills, and estate... p... 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
Assistant, Planned Giving Duties: will coordinate the logistical details for company's National Planned Giving and Bequest program of company's Development Department. Planned Giving is an important source of fundraising income for the long-term support of company's mission. Does all this while adhering to company's core values: Respect, Teamwork, Integrity, Excellence, and Accountability. Providing excellent administrative support to the Director of Planned G... 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 Officer I The candidate... will be responsible for the professional administration of fiduciary accounts including... compliance with all regulations, policies and procedures. Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family and younger generation. Develops and deliverers solutions to meet client needs. Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, comp... 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 Officer I The candidate... will be responsible for the professional administration of fiduciary accounts including... compliance with all regulations, policies and procedures. Will be responsible for understanding the client’s situation and circumstances, including knowing the clients extended family and younger generation. Develops and deliverers solutions to meet client needs. Promotes the full breadth of our fiduciary platform (fiduciary, tax, special assets, estate set... 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
Temporary Legal Assistant The candidate will prepare legal documents. Will open files for Estate Planning matters. Will travel... to court to file Probate and Administration Petitions. Will follow up... with courts regarding status of active files. Will coordinate and maintain attorney calendars and schedules. Will prepare engagement letters. Will follow up with clients on billing matters.... 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