Title: KPB Trust Officer Job Responsibilities: The KPB Trust Officer is responsible for executing fiduciary responsibilities on behalf of the company as a corporate fiduciary. This involves the administration and post-death settlement of fiduciary accounts, providing expert trust and estate administration, and...
The following jobs are no longer active but were real openings previously posted by employers.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.
The candidate will provide high quality legal support services to company and its clients. Responsibilities will include preparation of investment subscription documents, corporate resolutions, and to assist the attorneys in the fulfillment of their responsibilities, including estate and trust administration. Assist in the preparation of subscription documents for private investments. Prepare summary, process documentation and file a response for amendments to limi... 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Note: This job is no longer active.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
Candidate will provide high quality legal support services to company and clients. Responsibilities will include preparation of investment subscription documents, corporate resolutions, and to assist the attorneys in the fulfillment of responsibilities, including estate and trust administration. Assist in the preparation of subscription documents for private investments. Prepare summary, process documentation and file a response for amendments to limited partnershi... 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Note: This job is no longer active.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, Family Wealth The candidate will work directly with international clients and their advisors on related planning and investment issues. Will maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities. Shares intellectual capital among the group of similarly experienced officers within the Family Wealth Group. Administers complex account... 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 - Fiduciary & Investment Counsel The candidate will provide legal expertise regarding fiduciary, investment management, institutional trust and retirement plan legal issues, including transactional guidance, new product rollouts, regulatory inquiries and customer complaints. Address all inquiries in a responsive and timely manner. Conduct legal research regarding applicable rules and regulations, such as federal and state law requirements of corporate fiduc... 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/Trust and Estate Settlement Specialist Duties: The candidate will be responsible for correspondence with courts, attorneys, estate executors and personal representatives throughout the probate and/or settlement process. Coordinating... with internal and external legal counsel on various court filings as they relate to administrative matters associated with trust succession and acceptance. Gathering full inventory of estate and trust assets. Retitling bank accounts 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
Wealth Advisor Team Leader- Wealth Management The candidate will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing... 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 Responsibilities : Together with the Director of CHBS, this role will be a strategic leader, 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. To accomplish these duties, will work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligen... 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
Asset Administrator (Closely Held Business Services) The candidate will evaluate, review and conduct analysis of financial and non-financial information concerning special assets held within client accounts within the Wealth Management/Institutional Investments Group. Will monitor, coordinate, interpret and process financial and non-financial information on a monthly basis relating to closely held businesses ("CHBs") limited investment partnerships ("LPs") and family... 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 Relationship Manager Duties: Will address the wide-ranging financial needs of the ultra high net worth client, including- private banking; investment management and consulting; capital markets solutions; financial, tax and estate planning; fiduciary services; private foundations; and administration and reporting needs. Responsibilities include expanding existing client relationships, participating in the development of new client relationships, managing complex 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