Manager, WNT Estates, Gifts & Trusts Albany, NY; Albuquerque, NM; Alexandria, VA; Ashburn, VA; Atlanta, GA; Austin, TX; Baltimore, MD; Baton Rouge, LA; Bellevue, WA; Bentonville, AR; Birmingham, AL; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Cleveland, OH;...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: As a Tax Partner in the Global Family Office Enterprise, the candidate will be responsible for leading and growing tax engagements and advising on various tax matters. The role involves...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Leads the... delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develops a strong understanding of family relationships and the needs of current clients as well as...
Title: Complex Claims Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... is responsible for managing an inventory of highly complex Financial Lines claims, particularly those involving Private D&O, Fiduciary, and Employment Practice Liability... (EPL) Claims. Key responsibilities include: - Managing...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Private Client Fiduciary Advisor The candidate will... be responsible for managing significant and often complex fiduciary client relationships. Will be... responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and... adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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Note: This job is no longer active.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 Private Client Fiduciary Advisor The candidate will... be responsible for managing significant and often complex fiduciary client relationships. Will be... responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and... adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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
Administration Service The candidate will track filing deadlines for all open estates. Will prepare diagram of estate and inventory of assets. Assist in collecting and organizing all data related to the estate administration. Prepare date of death valuation reports for assets under management and review date of death valuation reports prepared by outside brokerage firms. Assist with obtaining life insurance proceeds. Assist in completing applications for new individua... 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 Taxation Professional The candidate work on preparation and Review of complex gift (709) and trust (1041) tax returns. Review, analyze and interpret trust documents/governing instruments. Provide research and technical support to financial counseling teams on estate planning concepts and related tax issues. ., CPA , or EA preferred. Should have strong computer skills. Must have familiarity with Gosystem software is a plus. Should have superior oral and writte... 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
Counsel Responsibilities: Draft legal language for trust documents, research or otherwise be aware of legal updates regarding the trust products and legislation that could impact trust services business. Communicate with, to attorneys, professionals, beneficiaries/authorized contacts, the courts and draft correspondence as necessary related to trust matters including required Accountings Review legal documents to support Trust Services, such as Powers of Attorney, Cour... 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
Counsel Responsibilities: Draft legal language for trust documents, research or otherwise be aware of legal updates regarding the trust products and legislation that could impact trust services business. Communicate with attorneys, professionals, beneficiaries/authorized contacts, the courts and draft correspondence as necessary related to trust matters including required Accountings.. Review legal documents to support Trust Services, such as Powers of Attorney, Court... 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, Claims General Counsel The candidate manages the Claims Legal Operation consisting of in-house counsel to the company and insured's including Staff Counsel Operations, Coverage Counsel, Liability Counsel, and Compliance Counsel Divisions who assess the legal exposures of the company and provide litigation management advice to the claims organization, management of outside panel counsel and bill review functions, provide strategic direction to the organization... 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
Regional 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
Senior Fiduciary Counsel The candidate will... serve as the primary corporate fiduciary attorney for specific business... areas and geographic markets and will work closely with the rest of the team covering fiduciary and investments matters for... AMG. Will also collaborate with colleagues and other support personnel covering other lines of business within company. Understand, strategize and problem-solve with internal clients regarding their business areas, providing counseling and... 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 Private Client Fiduciary Advisor The candidate will... be responsible for managing significant and often complex fiduciary client relationships. Will be... responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and... adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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