Job Title: Trust Officer Job Responsibilities: - Administer estate... and personal trust accounts, including testamentary and... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Perform initial legal and trust administration review of all... potential new trust or investment business. - Partner... with Business Development...
tax matters. - Support global trust teams on all tax... matters including estate and 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...
tax matters. - Support global trust teams on tax matters... including estate and 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. -...
The following jobs are no longer active but were real openings previously posted by employers.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.
Financial Advisor. Key focus areas are Written Financial Plans, Asset Allocation and Diversification, Investment Management, Portfolio Reviews, Retirement Planning, Tax and Estate Planning, Education Planning, Charitable Planning, Insurance and Risk... Management, and Hedging Strategies. A Bachelors degree or equivalent required, with 3-5 years' full-time career experience. Series 7 and sales experience a plus. A proven track record of success expected. CFP®, MBA, JD, teache... 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Note: This job is no longer active.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
tax, investment, and fiduciary laws Salary Information The salary range for this position is $60,000 - $70,000 annually. Wealth Management, Trust & Estates, Trust Administrator... - Associate . Morgan Chase & Co. is looking for an experienced Trust Administrator - Associate to... join their Global Tr... 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
Technical Knowledge – fiduciary principles, trust and estate administration, estate/tax... planning, investments Salary Information The salary for this role is commensurate with experience. ## Wealth Management, Trust & Estates Trust Administrator... - VP **Job Summary:** The Wealth Management, Trust & Estates Trust Administrator... - VP will work with the Account Opening Group to open estate or trust accounts, interpret the governing... instrument and applicable law t... 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
Knowledge of fiduciary law and regulations Ability to work independently and in teams Excellent verbal, written and interpersonal communication skills Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Salary Information The salary range for this position is $80,000 - $120,000. ## Wealth Management, Trust & Estates, Trust Administrator... - VP **Overview** JPMorgan Chase & Co. is a leading global financial services firm with assets of mo... 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
Excellent written and verbal communication skills Ability to work in a team-based environment Ability to multi-task and handle multiple projects simultaneously Salary Information The base salary for this position is commensurate with experience. ## Wealth Management, Trust & Estates, Trust Administrator... - Associate JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in... 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
© The 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 Administration Officer I The... candidate will responsible for administering personal trust accounts such as testamentary/intervivos... trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance... from the trust team, opens and maintains... estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in un... 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
of Planned Giving Candidate will be responsible for securing major planned gifts (with a focus on six- and seven-figure gifts) to the university through the identification, cultivation, solicitation and stewardship of donors and donor prospects. Manage a portfolio of approximately 125 major planned giving donors and prospects plus travel to visit planned giving donors and prospects in various parts of the country. Coordinate planned giving activity with the offices... 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
our client seeks assistant trust officer with 5-8 years... of experience. The candidate applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter 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
of our client seeks trust officer with 6-10 years... an existing book of trust and estate accounts: types... of accounts include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, estate accounts, and... agency... 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