Estate Officer, Wealth & Trusts — Lead Executor
JPMorgan Chase & Co.
JPMorgan Chase & Co. is looking for a Wealth Management Solutions Estate Officer in Chicago. In this role, you will manage the administration of estates, analyze legal documents, and collaborate closely with beneficiaries and professional advisors. You should have a minimum of 7 years of experience in the Trust and Estates sector, preferably with a corporate fiduciary or law firm background. A Bachelor’s Degree is required, with a J.D. preferred. Join a reputable company to enhance your career in wealth management. #J-18808-Ljbffr JPMorgan Chase & Co.
- Job Summary As a Wealth Management Solutions. Trust & Estates‑Estate Officer within the Global Trusts & Estates Practice, you will be responsible for overseeing... ...and address questions raised by beneficiaries, co‑executors and co‑trustees and their advisors. You will also...Suggested
- Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer within the Global Trusts & Estates Practice, you will be responsible for overseeing... ...address questions raised by beneficiaries, co-executors and co-trustees and their advisors. You will also...Suggested
- Job Description Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer within the Global Trusts & Estates Practice, you will be responsible... ...address questions raised by beneficiaries, co-executors and co-trustees and their advisors. You will also...Suggested
$150k - $215k
JPMorgan Chase is seeking a Wealth Management Solutions Estate Officer in Chicago, IL. This role involves overseeing the administration of estates and trusts, making recommendations, resolving tax issues, and fostering client relationships. Candidates should have a minimum...Suggested- The Global Trusts & Estates Practice is an integral part of the services... ...their will, it is the Trust Officer's role to oversee the administration... ...As a Trust Officer VP in Wealth Management Solutions, Trust... ...our reputation as a leading global financial services firm...Suggested
$150k
...Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b job at The Symicor Group. Chicago, IL.... ...by Municipalities throughout New Jersey. Wealth Management Administrator will be responsible... ...strong technical knowledge of trust and estate law, gift, irrevocable life insurance...Local area$90k - $121.3k
...Senior Compliance Advisor Wealth/Trust Job Locations US-IL-Chicago | US-IN-Indianapolis | US-IN-Evansville | US-KY-Louisville... ...We are currently seeking a Senior Compliance Advisory Services Officer who will serve as the primary Compliance Department point of...Work experience placementWork at office- ...Agnello & Rogers is seeking a Wealth Management Solutions Estate Officer. This role involves overseeing estate administration and working closely with beneficiaries... ...to resolve issues. Candidates should have 7+ years in Trusts and Estates and a strong knowledge of fiduciary...
- ...investment management role focused on high-net-worth clients in Chicago. The position requires a strong background in trust administration and estate planning, along with excellent client engagement skills. Key responsibilities include managing accounts, ensuring compliance...
$90k - $121.3k
...Old National Bank is seeking a Senior Compliance Advisory Services Officer to oversee compliance matters for the Wealth Division. This role requires at least 10 years of regulatory compliance experience and strong knowledge of applicable banking regulations. The officer...- ...an International Tax Manager or Senior Manager in Chicago, Illinois. The successful candidate will have a strong focus on private wealth engagements, demonstrate leadership and mentoring abilities, and have at least 5 years of experience in public accounting. The firm...
$74k - $138k
...BMO is seeking a Trust & Estate professional in Chicago to deliver high-quality sales and service to clients, ensuring exceptional experiences. This role involves managing accounts, providing technical expertise, and collaborating within a team to develop business strategies...$74k - $138k
The Hispanic Alliance for Career Enhancement in Chicago seeks an experienced professional to manage Trust & Estate accounts while providing exceptional client service. The role involves technical expertise in compliance and collaboration within teams. Candidates should...- JPMorgan Chase & Co. is seeking a Trust Officer VP in Wealth Management Solutions to oversee the administration of trusts within their Global Trusts & Estates Practice. The role involves analyzing legal documents, developing client relationships, and partnering with Wealth...
$98.1k - $210k
...support including the review of trust instruments, participating in... ...to build and transfer wealth tailored to their unique goals... ...years of trust administration and estate planning experience. Technical... ...eligible. We provide industry-leading benefits, access to paid time...Shift workDay shift$140k - $150k
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals... ...minimum of 10 years of trust administration and/or estate planning experience with at least 7 year as a trust...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$65k - $90k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...to their needs. We believe trust comes from transparency.... ...Merrill is committed to an in-office culture with specific... ...regulations governing real estate lending Strong communicator...Full timeWork at officeWork from homeShift workDay shift$98.1k - $210k
...is committed to an in-office culture with specific requirements... ...management and trust accounts and working... ...assisting clients with wealth planning needs, and managing... ...administration and estate planning experience Technical... .... We provide industry-leading benefits, access to...Full timeWork at officeShift workDay shift- ...A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner. The ideal candidate will have a significant portable book of business and experience advising high-net worth individuals in complex estate planning and tax matters. This role offers...Flexible hours
$137.4k - $240.4k
Northern Trust Corp is looking for a Recruiting Manager for Wealth & Asset Management in Chicago, IL. This position is responsible for leading a team of recruiters and ensuring high-quality recruitment performance while building strong partnerships with stakeholders. Candidates...Flexible hours$95.6k - $162.4k
A leading financial institution is seeking an Associate Specialist in Business Process Management to support the Wealth Advisory practice. This role involves providing metrics, oversight, and... ...including retirement and health benefits. #J-18808-Ljbffr Northern Trust Corp$106k - $135k
...Job Description Job Description Title: Lead Trade Compliance Specialist Location: Chicago Shift: 1st Shift - Hybrid schedule, 3 days in office, 2 at home Hire Type: Direct Hire Pay Rate: $106,000–$135,000 per year Compensation & Benefits: - Hybrid...Work at officeFlexible hoursShift workDay shift$106.07k - $140.55k
...been 100% employee‑owned since 2012. We continue this legacy as a trusted, forward‑thinking leader in the electrical industry. You will... ...plan (AIP), subject to eligibility criteria. Join Our Team as a Lead Trade Compliance Specialist! The Senior Trade Compliance Analyst...Worldwide$100k - $165k
A leading tax services firm is seeking a Trust and Estate Tax Manager in Chicago, Illinois. This role involves managing tax engagements, overseeing returns, and mentoring staff. Candidates should have a Bachelor's in Accounting, CPA or JD, and at least 5 years of experience...Remote job- ...for performing a variety of duties to assist Inspira Financial Trust with compliance of internal policies and procedures as well as applicable... ...assigned to assist the company in compliance with the BSA, Office of Foreign Assets Control (OFAC), USA PATRIOT Act, and other AML...Work at officeImmediate startRemote work
$25.5 per hour
...superior guest service and actively building long-lasting guest relations Providing additional support and guidance to Surveillance Officer members as needed In the absence of the supervisor on duty, function as the team supervisor Assist with training and...Shift workNight shiftWeekend work$95.5k - $195.4k
...With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you... ...a dynamic International Tax Manager to join our expanding Lead Tax Services group. In this key leadership role, you will be part...Local areaRemote workWorldwide$137.4k - $240.4k
001 The Northern Trust Company is seeking a Recruiting Manager in Chicago to lead a team focused on high-impact hiring within Wealth and Asset Management. The ideal candidate will have over 10 years of experience in recruiting, particularly at the executive level, and will...- ...A defense consultancy firm in Chicago is seeking a Regional Desk Officer – Subject Matter Expert to engage with Indo-Pacific partners. The ideal candidate must possess an active TS/SCI clearance and have extensive experience in national and DoD policies. Responsibilities...Full timeWork at officeMonday to Friday
- ...minimum of 15 years ’ experience, focusing on growing client revenue and implementing tailored wealth management strategies. The successful candidate will serve as a trusted advisor, ensuring compliance and effective relationship management. A competitive benefit package...Full time
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