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Trust Officer - Manage fiduciary and investment management accounts for high-net-worth clients and beneficiaries in multi-generational families Salary: - Competitive salary based on experience and qualifications - Comprehensive benefits package including health, dental, and vision insurance, retirement plans, and...
Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
$120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At...
Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
Bachelor's or Master's Degree in Finance, Business, Law, Risk, Compliance or related... field with 2+ years of relevant post-graduate professional experience in financial services. The salary range for this position is between $93,000 to $135,000 per year. Key...
. Morgan is actively looking for an exceptionally talented individual to join their . Private Bank team as a Vice President/Executive Director of Financial Sponsors. This position is responsible for advising families on building, preserving and managing their wealth. The...
Description: Role Summary/Purpose: Reporting to the SVP – Senior Counsel: Marketing, this position is responsible for providing legal support to the business on new marketing initiatives, supporting Closed End Lending products, providing legal marketing leadership to PayPal and...
of experience in contract/agreement review and creation, consulting, or pre-sales. They will also need to be a member of at least one US state bar and have experience in privacy law. The role will involve... advising on technical aspects o...