private companies, high net worth individuals, and private wealth management structures. The role... involves providing a range of business advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy. Key responsi...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Administrative Assistant III Duties: Will report to the Vice President, Professional Trust Alliance. Handle various non-routine administrative support functions teamed with account administrator(s) to provide client service. Limited discretion in making decisions involving individual trust accounts. Signing authority up to $10,000 for disbursements and can make recommendations to the account officer and other less seasoned assistants over this limit. Proactive... 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Note: This job is no longer active.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 Tax Manager The... candidate work will include: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... consult on... 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Note: This job is no longer active.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 Wealth Management Tax Manager The... candidate work will include: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... c... 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 Tax Manager Duties:... Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... consult on various tax matters, util... 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
Assistant - Ann Arbor, MI-1002274 Description Administrative Assistant Primary support for a Trust Administrator. Various non-routine administrative support functions teamed with account administrator(s) to provide client service. Limited discretion in making decisions involving individual trust accounts. Signing authority up to $10,000 for disbursements and can make recommendations to the account officer and other less seasoned assistants over this limit.... 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 Senior Fiduciary Advice... Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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
Private Bank Wealth Advisor Duties: Responsible for... extensive expertise in advising high net worth clients on wealth transfer and retirement, financial... and estate planning strategies for Bank. Maintaining expert knowledge and expertise in advising clients on estate and wealth transfer strategies, liquidity events,... business owner issues, and overall planning strategies. Present tax planning options and opportunities, interact with client’s attorneys, accountants and other 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
Trust Advisor The candidate will support company in effectively fulfilling its duties as fiduciary. Will assemble and retain trust account records and checklists. Arrange for transfer of securities and unique... assets to or from trust accounts. Work closely with Trust Officer to ensure Trust terms are met. Perform and monitor most aspects of daily trust administration for Trust Officer's book of business. Keep Trust Officer informed of account activity which impact overall wea... 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
Advisor The candidate responsibilities will include: Understanding fiduciary accounting and trust accounting system, dividends/Interest, Capital Change, Income/Principal Accounting. Facilitating account opening/closing/transfer process. Facilitate written communications between internal and external clients including distribution requests, client meetings and other matters. Serve internal and external clients alongside the Trust Officer, including communicating with le... 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
Estate Settlement Specialist The candidate will be diving in with hands-on experience and substantial depth to administer the estate settlement process for clients who have passed away. Collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Perform and monitor most aspects of the estate-settlement (post-death administration) process, including any probate administration, for the Trust Offic... 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