Senior Estate Settlement & Trust Advisor
Truist
Truist in Boca Raton, Florida is looking for a professional to administer death settlement accounts efficiently and accurately. This role requires a strong foundation in estate and trust administration, with responsibilities including conducting due diligence and facilitating tax return preparation. Applicants should have a college degree or equivalent experience, with a demonstrated ability in legal document interpretation and proficiency in basic computer applications. Benefits include medical, dental, vision, and generous vacation days. #J-18808-Ljbffr Truist
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- Overview The position administers death settlement accounts, including estates and certain interim trusts and other accounts includible in a decedent's gross estate for federal estate tax purposes. Regular or Temporary: Regular. Language Fluency: English (Required). Work...Full timePart timeInterim roleWork at officeLocal areaShift workDay shift
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YOUR IMPACT As a Family Office Advisor, you will be instrumental in shaping the financial... ...decades, our Advisor teams have been the trusted stewards of significant wealth, and you will... ..., income tax preparation and planning, estate planning and wealth transfer, employee benefits...Full timeTemporary workPart timeWork at office$85k - $240k
Goldman Sachs is seeking a Family Office Advisor in Deerfield Beach, Florida to manage financial planning and provide strategic guidance for ultra-high net worth clients. This role emphasizes strong relationships with a limited portfolio, ensuring exceptional service and...SeniorWork at office- A reputable legal recruitment firm seeks a Trusts & Estates attorney in Boca Raton, Florida. The ideal candidate will have at least 5 years of experience in Trusts & Estates and Tax law, with a strong preference for those who hold an LLM in taxation. The firm offers a...SeniorImmediate start
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...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...industry in which financial institutions are trusted and flourish, and the global economy is healthy... .... Our ambition is to be the C-suite advisor for insurance technology-enabled transformation...SeniorFull timeWork experience placementSummer holidayFlexible hours$70k
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...firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated... ...investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits,...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- Friends of the Israel Defense Forces (FIDF) in Boca Raton is hiring an Associate Chapter Director to support fundraising efforts. This role requires a minimum of 5 years of fundraising experience and strong relationship-building skills. The successful candidate will collaborate...Senior
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- ...Wealth Advisor Position Sequoia Financial Group is a growing Registered... ...and families. Build trusted, multigenerational client... ...retirement planning, tax strategies, estate planning, risk management,... ...arbitrations or disclosable settlements. What Makes This Role...Work at office
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