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Estate Advisor-Private Wealth Management
Duties: Administer estates... trusts for our Private Wealth and Premier Banking clients.... Handles estate relationships, usually consisting of a multi-entity strategy implementing the most sophisticated estate planning techniques in difficult and dynamic family relationships. May involve...
support internal and/or external wealth management clients in the... areas of client support, branch support, product support and/or key segments. Handling inbound calls, challenging processes and procedures, and providing ideas and suggestions to improve the client experience. Independently interact with...
Trusts and Estates Attorney (Temporary)
The candidate will... advise business management on day-to-day trusts and... estates issues relating to client accounts, such as deceased account owner issues, beneficiary disputes, guardianship matters and powers of attorneys; Analyze firm and client documents...