Title Wealth Management Solutions, Trust & Estates, Trust Officer... - VP Job Responsibilities - Analyze trust documents for legal, tax,... administrative, and decisions, ensuring that the trust's investment objectives align with... the needs of the trust and applicable fiduciary law,......
Title: Wealth Management Solutions, Trust & Estates, Trust Officer... - VP Job Responsibilities: As a Trust Officer VP in the... Wealth Management Solutions, Trust & Estates department, you... of trusts and analyzing trust documents to identify legal,... tax, administrative, and investment issues. -...
Job Title: Director, Senior Trust Officer Job Responsibilities: - Serve as... largest and most sophisticated trust relationships within the company. -... Manage all facets of trust administration and relationship management... for assigned clients, supported by a dedicated Trust Administrator. - Handle client relationships... to...
Title: Client Services Director Job Responsibilities: - Convert prospective clients into clients in a genuine manner. - Quickly learn, retain, and communicate new information. - Demonstrate excellent written and verbal communication skills. - Engage with the local community by actively...
Responsibilities: - Manage and develop trust centers, associated support, and... specialty teams within Information, Management, and Technology, focusing on delivering moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated with Information, Management, and Technology functions or affected...
law firm concentrating in Estate Planning and Personal Injury... Law. Founded in 2023 by Taylor Trapp Nicholl, The **Members Only** provides exceptional legal guidance and service within its multiple practice areas. By emphasizing a collaborative culture both...
Job Title: Trust Officer VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: - Analyze... trust documents for legal, tax,... capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the trust's investment objectives align with... fiduciary law and investment gu...
Job Title: Trust and Estates Attorney Job Responsibilities: The... Trust and Estates Attorney will... private wealth and national trust practice within the business... clients. The responsibilities include, but are not limited to: - Federal estate and gift tax planning -... Representation of institutional t...
Trust Officer Job Responsibilities: - Administer estate and personal trust accounts,... 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 Development colleagues (Banker, Financial Advisor, Por...
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 Tax, Estates & Business Practice Group at the law firm. Key duties include: - Conducting initial client intakes and managing the file opening process. - Preparing, editing, and formatting a variety of legal documents such as wills, trusts, estate planning docume...
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. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift...
our office This is a great opportunity for an experienced paralegal/office administrator to join a highly respected and successful law firm. The ideal candidate will have a strong attention to detail, excellent organizational skills, and the ability to work...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
We not only have the best **Members Only** positions, but we also have the most. Probate / Estate Planning Paralegal The candidate... will review and respond to initial correspondence from clients and attorneys with information regarding the scope of...
have the best **Members Only** positions, but we also have the most. Tax & Estate Paralegal The candidate should... have a college degree, paralegal certificate and/or 2+ years of work experience as a paralegal in the area of estate admini...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
with 3-6 years of estate planning experience. The candidate... preferably have experience in estate and tax planning, trusts,... gifts, and trust and estate administration. Admission to Delaware... Bar is required. Must have strong academic credentials who, are curious and passionate...