Title: Director Trust and Estate Tax Job Responsibilities: - Serve as the primary resource for tax issues related to existing Wealth clients, bringing proactive thought leadership and insight to the field regarding tax strategies and tax law changes impacting current clients. - Work...
The following jobs are no longer active but were real openings previously posted by employers.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.
firm seeking an experienced probate and trust administration paralegal. Are... you one of those rare, talented people who is detail-oriented, deadline-driven, follows projects through to completion, is able to track multiple moving parts and is a team player? If so, this... 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Note: This job is no longer active.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
Part-time Paralegal - Probate and Trust Administration The... candidate will help the firm develop its probate and trust administration practice... and the supporting office procedures. Will assist estate planning clients with transferring their assets to trusts and preparing and filing Medicaid and Veterans benefits applications. Meet with clients both in-person and by phone, and be dealing with various financial institutions on clients' behalf. Assist with all aspects of probate... 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Note: This job is no longer active.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
Paralegal - Probate and Trust Administration The... candidate will help the firm develop its probate and trust administration practice... and the supporting office procedures. Will assist estate planning clients with transferring their assets to trusts and preparing and filing Medicaid and Veterans benefits applications. Meet with clients both in-person and by phone, and be dealing with various financial institutions on clients' behalf. Assist with all aspects of probate, estate,... 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 Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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 TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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 Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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 Planning Strategist The candidate plays a critical role in deepening and broadening relationships with existing Wealth clients as well as bringing new client relationships into Wealth Management. Works alongside the Relationship Manager and the rest of the team to assess clients and prospects, typically those in the $5 million and over net worth space, via a defined Discovery process. That process determines the best action plan for serving client /prospect nee... 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
Vice President, National Fundraising Manager, Personal Investments Channel The candidate will serve as a Player/Coach in the Personal Investing Channel. The role will be to act as a National Fundraising Manager in coaching, leading and managing a team of RVP’s, as well as a Charitable Gift Fund Regional Vice President (CGF RVP) whose role is to develop and to implement a Branch, Phone and CGF Channel Strategy for the penetration of CGF into target Personal and 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
Wealth Planning Strategist Duties: Reports to a Regional Managing Director with dotted-line reporting to the Senior Director of Planning. Plays a significant role in deepening and broadening relationships with existing wealth clients as well as bringing new client relationships into wealth management. Works alongside the Relationship Manager to assess clients and prospects via a triage process that determines the best action plan and priority for serving the clients /... 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 Fiduciary Manager - Philanthropic Services The candidate will work with individuals, families and nonprofit organizations. Responsible for the growth, delivery and fiduciary oversight of advisory-based services to philanthropic clients in collaboration with the Philanthropic Specialists and Private Banking team members including Wealth Advisors, Investment Strategists, Private Bankers, Fiduciary Advisory Specialists (FAS) and Financial Advisors. Leading the t... 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