Trust & Estates Settlement Specialist
J.P. Morgan
A global investment management firm in New York is seeking a Settlement Administration Associate to support trust administration activities. You'll be responsible for liaising with clients and internal partners, solving problems, and ensuring compliance with legal requirements. The ideal candidate has relevant experience in trust administration, holds a Bachelor's degree, and demonstrates strong analytical and client servicing skills. This role offers the chance to work within a diverse team and engage in risk management. #J-18808-Ljbffr J.P. Morgan
- A global financial institution is seeking a Settlement Administration Associate to assist in trust administration. You will engage with clients and internal partners, handle distributions, and ensure legal compliance. Ideal candidates should have trust administration experience...Suggested
$310k - $390k
...closely held businesses on complex domestic and international tax and estate planning matters. Estimated compensation range: $310K-$390K +... ...experience. Key Responsibilities Draft and implement advanced trust structures such as GRATs, ILITs, CRTs, CLTs, and irrevocable...SuggestedPrivate practiceWork at office- BCG Attorney Search is seeking a Private Wealth Associate to join their New York office. This role involves advising clients on trust and estate planning, drafting legal documents, and conducting legal research. We're looking for candidates with 2-6 years of experience...SuggestedWork at office
- Trusts & Estates Jr. Associate - Estate Planning or Estate Administration Salary: Competitive Location: New York, NY What You'll Do Assist in estate planning and estate administration for high-net-worth clients. Draft basic wills, trusts, and other estate planning documents...Suggested
- ...Specialist II, Corporate Trust Transaction Management We're seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management to join our Global Corporate Trust team. This role is located in New York, NY; Pittsburgh, PA; Houston, TX...SuggestedWork experience placement
- Godot Consulting Group is seeking experienced Title and Settlement professionals for opportunities in NYC and its surrounding areas. These are direct hire, full-time positions with leading Title companies: National Commercial Underwriting Counsel -remote/midtown National...Remote jobFull time
$220k
Trusts & Estates Attorney Up to $225K Base + Bonus; Great Alternative to Big Law; Manhattan, NY. Respected Mid-Size Manhattan Firm: Join a highly regarded firm of 80+ attorneys across multiple offices, recognized for its exceptional legal work, collaborative culture,...Hourly pay- ...day-to-day administration of a portfolio of Client Company and trust structures. From time to time to undertake specific additional... ...clients the ability, supported by Praxis' skill base and other specialists, to provide advice on all aspects of wealth management Assist...Local area
$110k - $135k
Webull Financial is looking for a Senior Associate in Clearing Operations to support end-to-end back-office clearing and settlement. This role is located at our Wall Street office in New York, NY, and requires over 5 years of experience in clearing and settlement, along...Work at office$150k - $185k
...Imperial Bank of Commerce is seeking a Transaction Management specialist in New York City. In this role, you will manage debt transactions... ...Ideal candidates should have strong operational knowledge of settlement mechanics. The expected salary range is $150,000 to $185,000,...$80k - $110k
Intesa Sanpaolo is seeking a US Government Bond & Repo Specialist in New York responsible for managing timely and accurate entry of securities... ...candidate should have 3-5 years of experience in Treasury Settlement with a Bachelor’s degree in a relevant field. The position...- A finance firm is seeking an Associate for its Structured Settlements Origination team in New York. The candidate will support sourcing, structuring, underwriting, and execution of transactions. Strong analytical capabilities and approximately three years of relevant experience...
$150k - $200k
A leading investment firm is seeking a Clearing Associate to manage trade clearance and settlement of U.S. Treasury transactions. The ideal candidate will have 3-6 years of experience in fixed income operations and a thorough understanding of FICC processes. Responsibilities...Full time- ...Job is hosted by Scott Rundlett. Job Details A well-established and nationally recognized legal team is seeking an experienced trusts and estates attorney with at least four years of relevant experience. This role is ideal for an attorney who thrives in high-net-worth...Private practiceLocal area
- ...Contract: 12‑month position (1099/C2C) About the Role We’re seeking a TrustAdminSpecialist (T3K/T3000) / Engagement Lead to support our Trust‑as‑a‑Service offering for banks, trust companies, and wealth‑management clients. In this role, you will help organizations transform...Contract workWork at officeRemote work3 days per week
- J.P. Morgan is seeking a motivated individual for a client-facing role in New York, focusing on delivering exceptional service and building strong client relationships. The role requires over a year of experience in retail banking or a similar field, excellent communication...Flexible hours
$75 per hour
...INTO SOMETHING EXTRAORDINARY – BECOME A BEHAVIORAL INTERVENTION SPECIALIST WITH KIDS IN THE GAME!Support Staff. Advocate for Campers.... ...-building, coaching, and problem-solving. You will serve as a trusted resource for campers, staff, and families while helping leadership...Full timeSummer workSeasonal workMonday to Friday- Job Description Treasury Specialist is responsible for conducting daily cash management activities including various payment settlements, banking account management and approval for new vendor... ...a way as to inspire a high degree of trust and acceptance amongst co-workers...Contract workWork experience placement
$125k - $150k
Chris Baily is seeking a Maintenance Specialist / Carpenter for a private estate in New York City. This full-time position involves maintaining and improving a residence and its grounds, requiring expertise in carpentry, HVAC, electrical, and plumbing systems. The ideal...Full time- STATE STREET CORPORATION in New York is looking for a talented candidate to support their fund accounting services. In this role, you will be responsible for processing trades, confirming client transactions, and liaising with prime brokers to resolve issues. The ideal ...
$310k - $390k
...family offices, and closely held businesses, with a particular focus on complex trust structures and income tax planning. We are open to candidates with either significant trusts & estates, private client, or tax experience who are interested in developing holistic...Private practiceWork at office$55k - $75k
...areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance... ...work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations. Conduct tax research to...Work at officeFlexible hours$70k - $90k
...areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance... ...workflow. Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and...InternshipWork at officeFlexible hours$80 - $120 per hour
...Jack Dorsey . Position: Wealth Transfer Specialist Type: Contract Compensation:... ...annotate AI-generated outputs related to estate and wealth transfer strategies. Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring...Remote jobContract workSummer workWork at office- ...Description Job Title: Associate - Clearing Investigation Specialist Department/Team: Operation Management Department... ...international payments, SWIFT, Fedwire, CHIPS, US Dollar clearing and settlement. • Language - Knowledge of the structure and content of the...Full timeWork at office
- ...disciplinary and include psychiatry, nursing, social work, peer specialists and other staff members offering rehabilitation, treatment and... ...participants. The Peer Specialist Intern engages and builds trusting relationships with program participants and their networks to...Permanent employmentInternshipFlexible hoursWeekend workDay shiftAfternoon shift
$110k - $140k
Associate, Structured Settlements Origination Location: New York Base Pay Range $110,000.00/yr - $140,000.00/yr In accordance with New York pay transparency laws the expected base salary for this position is $110,000 to $140,000 per year. Base salary does not include...Full time$90k - $110k
Settlements Operations Professional We are seeking a highly skilled and motivated Settlements Operations Professional to lead and oversee the daily functions of DTC Settlements and Vault Operations. This role is responsible for ensuring seamless execution of settlement...Contract work$130k - $170k
...talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets. The Team The Settlements team sits within Clear Street’s Global Custody department, alongside Global Tax Operations, Asset Servicing, and Dev Ops. The...Work at office- As a ConnectWealth Platform Specialist , you will serve as the subject matter expert to deliver the value proposition of our new strategic... ...to promote client acquisition/deepen client relationships Trusted partner to advisors on new features & capabilities Provide insight...Flexible hours
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