Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...
Title Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities - Analyze trust documents for legal, tax, administrative, and investment issues, coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the...
Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a...
Title: Assistant General Counsel - Commercial Lending Job Responsibilities: - Address legal and related risk issues in commercial lending transactions, including advising bank officers across various functions. - Draft, review, negotiate, and revise commercial loan documents. - Maintain and enhance template commercial lending agreements...
play a pivotal role in the Global Trusts & Estates Practice. Your... responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents... to identify legal, tax, administrative, and investment issues. - Making recommendations on how the company should ex...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth...
Title: Wealth Advisor Job Responsibilities: - Accountable for achieving revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies...
Title: GCM Transaction Manager III Job Responsibilities: - Negotiate and close transactions where the company serves in a Trustee capacity, as well as other complementary roles and products. - Act as a client-facing centralized deal manager for transactions, coordinating with...
including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships,... Life Insurance Trusts, Private Family Foundations, Special... Needs Trusts, and other Agency accounts. -... Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business...
Title: Trust Officer VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its...
Job Title: Wealth Management Trusts & Estates Tax Operations,... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner... with team members to r...
gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate... with team members to review and support the preparation of var...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth...