Conduct high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Prepare and lead client meetings focused on compliance and consulting projects related to tax planning opportunities and the tax implica...
The following jobs are no longer active but were real openings previously posted by employers.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.
Flexible spending accounts Life Insurance Retirement Plan Employee Stock Purchase Plan Disability Benefits Employee Assistance Program Employee Discount Program Identity Protection # Senior Fiduciary Specialist 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Note: This job is no longer active.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 Administrator 2 - Legacy... Trust Team The candidate will be building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth. Duties may include: setting up, administering, terminating and distributing moderately complex accounts of all types. Works with the Relationshi... 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Note: This job is no longer active.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 Management Director of Administration The candidate ensures compliance and risk management policies, procedures, and controls are being adhered to and provides guidance to professional staff as needed. Coordinates departmental response to regulatory, audit, and compliance exams. Provides expertise, technical advice, and counsel on complex trust and fiduciary issues raised by professional... staff. Provides Member Banks estate planning advice and support related to financ... 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 Management Director of Administration The candidate will be responsible for developing, implementing, and monitoring policies and procedures to properly administer WM accounts, including complex fiduciary relationships, and to build... effective compliance oversight across all of WM. This individual is the subject matter expert in fiduciary matters and provides training,... resources, and support necessary for Wealth Advisor/Fiduciary Officer/Sales Associates to meet busine... 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 The candidate will be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is to administer trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust 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
Wealth Management Trust Adviser The candidate develops, manages, and retains client relationships for Personal Trust area in Community Banking. Manages relationship with clients to ensure clients' financial needs are met and exceeded. Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Presents alternative solutions for a variety of complex business situations.... 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 Custody Counsel The candidate will support the trust and custody business of the PFG. Will provide legal advice relating to trust and custodial operations, trust and custodial agreements, product design and fiduciary responsibilities. Should be familiar... with a range of trust and custody issues. Should have 5-7 years of experience. Experience providing legal services with respect to trust and custodial services associated with ERISA retirement plans, executive compe... 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 and Trust Counsel The candidate will be responsible for overall risk management and risk mitigation policies and processes for all Trust and Wealth Management business lines. Account acceptance processes. Review and administration processes for ongoing relationships. Account documentation. Trust Policy Manual. Legal/regulatory aspects of marketing. Act as in house legal counsel for Private Client and Institutional Trust and Wealth Management business lines.... 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 Responsibilities: Administers assigned Personal Trusts, Agencies, Conservatorships, and other Court Supervised Trust. Services customers through advice giving on Tax planning at the entity and beneficiary level (estate, gift and income tax) and implementation of long-term family asset planning. Discuss all facets of financial planning including investment vehicles, specialized trust arrangements and sophisticated tax elections and options. Suggest as approp... 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 Relationship Manager The candidate will develop, manage, and retains client relationships for Personal Trust area in Community Banking. Will manage relationship with clients to ensure clients' financial needs are met and exceeded. Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Presents alternative solutions for a variety of complex business s... 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