Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is tasked with managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. The primary responsibilities include: - Overseeing the administration and business development...
The following jobs are no longer active but were real openings previously posted by employers.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.
Manager The candidate will be responsible for: Completing internal checklists and facilitating internal meetings on the various aspects of onboarding new clients. Communicating with outside vendors on outstanding information. Running regulatory and compliance screening on all new clients. Collating documentation from third parties for internal review. Data entry of all key information into software programs. Preparing weekly reports for management on the status of... 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Note: This job is no longer active.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 Duties: Provides support to the Trust Officers and the President by performing a wide variety of tasks related to clients under the guidance of the Trust Officers. May include implementing Trust Officer discretionary decisions, assistance with real estate sales, analysis and maintenance of all insurance, assistance with internal and state audits, and communication with beneficiaries. Adheres to the highest ethical standards, Treats the client with respect, Pr... 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Note: This job is no longer active.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 Transition Services Manager /... Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning and compliance matters for internal clients. Assist clients which may have varied levels of estate planning knowledge. Look at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. Implemen... 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