Save your search progress and never miss an update
Trust Officer - Manage fiduciary and investment management accounts for high-net-worth clients and beneficiaries in multi-generational families Salary: - Competitive salary based on experience and qualifications - Comprehensive benefits package including health, dental, and vision insurance, retirement plans, and...
Strategies Advisor - Responsible Growth at Bank of America Key Responsibilities: - Leads the wealth planning engagement process with clients from start to finish - Develops holistic, integrated planning strategies for high- and ultra-high net worth clients - Expands...
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
Salary and Benefits: Competitive salary range of $50-$125 per hour, commensurate with experience. Part-time position with flexible hours. Potential for increased scope and role opportunities as the department grows. Comprehensive benefits package including medical, dental,...
$120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At...
Strategies Advisor Salary: Competitive Job Title: Wealth Strategies Advisor Experience: Minimum 7 years of planning-related work experience desired Company: Bank of America Responsible Growth: - Ensuring a diverse and inclusive workplace for all employees - Offering competitive benefits to...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
Wealth Management, Trust & Estates - Trust Administrator Job... Wealth Management, Trust & Estates - Trust Administrator Job... position in the Global Trusts & Estates Practice -... Responsible for... delivering Trusts and Estates services under... the supervision... of a Trust...
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...