Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... is responsible for managing a portfolio of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise and coordination. Key responsibilities include: - Verifying policy coverage, conducting investigations,...
Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve as a member of a team of Wealth Management professionals dedicated to high-net-worth clients. - Assist clients in developing, implementing, and overseeing comprehensive wealth management strategies. This includes: - Financial Planning - Retirement Planning...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a wide array of tasks that leverage your expertise in taxation. Your main duties include: - Conducting...
The following jobs are no longer active but were real openings previously posted by employers.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.
And Estate Settlement Advisor Duties: The candidate is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. Effectively oversee, manage and support post-mortem trust and estate settlement account administration within wealth management in accordance with the terms o... 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Note: This job is no longer active.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
Personal Trust Officer The candidate will be responsible for managing fiduciary and investment-oriented client relationships... in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing Exceptional Service and Sensible Advice. Administer various trusts; provide expert financial advice in the areas of trust, investments, tax planning and private banking. Manage a portfolio o... 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
Specialist The candidate develops trust business in accordance with assigned production and referral goals by providing guidance on company’s products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a Division Trust Executive. Responsibilities include: Raise awarenes... 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 II The candidate... will be responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. Will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal... 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
President, Wealth Advisor The candidate will coordinate Company’s activities with clients’ internal and external advisors (. tax and legal) to meet those needs and will remain responsive to changes in the business/regulatory environment, and client’s personal situations, which may affect clients’ needs. Will be expected to think strategically and take initiative, setting the agenda for client meetings/relationships and ensuring clients consistently receive exemplary,... 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 Fiduciary Officer The candidate will... be responsible for: Understanding of moderate to complex trust instrument. Ensure trusts are administered according to terms of document. Proactive communication with beneficiaries. Determination of suitability of discretionary distributions. Understanding and execution of appropriate tax elections. Consultation / education with internal teams, grantors and beneficiaries on issues unique to each trust under administration. Ensuring... 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
WM Fiduciary Administrator 2 The candidate... on the team administers the client account in order to service relationships while managing the risk of those accounts. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset allocations. Communicates directly with clients, Partners and Centers of Influence as 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
Personal Trust Officer Duties: Responsible for managing fiduciary and investment-oriented client relationships... in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing Exceptional Service and Sensible Advice. Administer various trusts; provide expert financial advice in the areas of trust, investments, tax planning and private banking. Manage a portfolio of existing cli... 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
Compliance Director The candidate will be responsible for carrying out the Trust Company’s regulatory compliance and risk management functions in conjunction with internal risk and audit teams, as well as external state regulators. Develop and implement a compliance management program (including compliance training, testing, and reporting) that has effective system of internal controls and complies with applicable laws and regulations. Collaborate with internal audit... 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 II The candidate will be responsible for administering and servicing a book of business that consists of various types of personal trust relationships including revocable trusts and irrevocable trusts, estates, guardianships and investment management agency accounts. Act as primary fiduciary and administrator for a... portfolio of personal trust accounts working with appropriate support teams to ensure the execution of day to day account administration. Act... 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