Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
The following jobs are no longer active but were real openings previously posted by employers.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.
Legal Officer The candidate will be responsible for coordinating legal and compliance matters as they affect the holding company and the trust company subsidiaries. Will manage corporate legal matters by working with outside attorneys and internal staff. Prepare legal drafts and corporate board meeting minutes. Review corporate contracts. Maintain and update compliance programs and policies for the companies. Communicate with, and reporting to, the appropriate parties... 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Note: This job is no longer active.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
Management Player/Coach Personal Trust Relationship Manager - The Private Client Reserve Duties: Will report to Market Leader. Will manage and lead a team responsible for developing, managing and retaining personal trust account relationships. Provide clients with expert financial advice and counsel in all areas of personal trust and is knowledgeable about all other related . Bank wealth management products and services. Develop and execute the team's business plan... 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Note: This job is no longer active.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 The candidate will be responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for se... 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
Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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 Planner II Duties: Will be joining one of the largest trust and investment managers in the United States and have access to state-of-the-art software and planning tools, and extensive research capabilities. Will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Will work closely with Relationship Managers, Trust Advisors, Investment Advisors, Banking Ad... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager 5 The candidate reports directly to the Wealth, Brokerage and Retirement (WBR) BSA Manager and also has dotted line reporting to the WFA Chief Compliance Officer. The AML Director leads all day-to-day activities of the WFA AML Program by establishing and maintaining the governing principles and standards which will protect WFA from being used to launder money, finance terrorism and other illegal activity, and to manage the regulatory and financial risks as... 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
Management Senior Trust Administrator IV The candidate will create post-mortem plans for estates settled by company that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Some preparation of Federal and State Estate and Inheritance Tax Returns may be required. Duties may include: applying knowledge and ex... 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