SourcePro Search is conducting a search for a Paralegal (Trust, Estates & Charitable Planning).
This position will assist attorneys by processing original documents, preparing binders, notarizing, doing proof of process and finalizing documents for signature.
This...
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...Job Description
Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join our New York offices. LL.M preferred... ...various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. \n \n
#\n Trust Administration...
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...businesses, and Communities we serve
We Stand For Service® is more than part of our name, it’s our mission and our purpose
The Trust Assistant will work on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and...
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...Position: Trust Analyst
Salary: $22/hr
Project dates: 5/20/2024-9/30/2024 Reconciliation Project
Location: Farmington Hills, MI
Why you should apply to be a Trust Analyst:
• Competitive salary based on experience.
• Opportunity to work with a premier financial...
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Holiday work
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Local area
Job Description
Associate Customer Service Associate
On-Site
Wilmington, DE
Monday-Friday 9am-6pm
CSC's Compliance Support Team is seeking a Service Specialist to assist with our growing compliance operations. A successful candidate will develop a deep understanding...
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Worldwide
Flexible hours
Shift work
Monday to Friday
...Join one of the largest trusts and estates practices in the United States!
This Jobot Job is hosted by: Colleen Gormley
Are you... ...0 - $300,000 per year
A bit about us:
Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional...
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Holiday work
Permanent employment
Flexible hours
Description
The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration...
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Local area
Flexible hours
...Job Description
Job Description Job Summary: The Healthcare Charitable Pharmacy Grant Writer with a Proven Track Record is a key member of our fundraising team, responsible for securing grants to support the mission and programs of our charitable pharmacy. This role...
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Part time
Afternoon shift
...the public. You can learn more about the Sisters and all of their ministries at their website,
SUMMARY:
The Director of Charitable Giving and Community Investments will play a pivotal role in shaping and executing CCVI's international grantmaking/charitable giving...
Suggested
Full time
Local area
...the following:
Bachelor's Degree
Experience in a personal trust discipline - Paralegal or Accounting backgrounds encouraged to... ...well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.).
Will likely...
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Full time
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Work from home
...Trust Administrator
Salary Range: $62,800 - $83,700 annually
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and...
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Contract work
Temporary work
Flexible hours
...Association, you matter and so does your career.
The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planning Advisor in our Mission Advancement department b ased in Dallas, TX!
This position can be home based within...
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Holiday work
Remote job
Work from home
Weekend work
Afternoon shift
...customer experience.
Time Type:
Full time
Department:
680 Trust Operations
Job Summary:
Records trust transaction and... ...with Trust Committee Meeting reports and/or copies
Creates charitable trust application summary
Process Treasury Bill purchase/...
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Full time
...National Law Firm - Specializing in Trust and Estate - Great Company Culture and Work Life Balance!
This Jobot Job is hosted by:... ...guidance on wealth preservation, business succession planning, and charitable giving strategies.
Represent clients in trust and estate...
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Flexible hours
...located in New York City, is seeking a dynamic and experienced Trusts and Estates Associate to join our team. With a commitment to excellence... ...estate planning techniques, asset protection strategies, and charitable planning initiatives.
Develop and maintain strong client...
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Local area
...Executive Search has an opening in our client's Naples office for a Trust and Estates Associate with 4+ years of experience. We’re... ...businesses and life insurance structures - ideal, but not required.
Charitable planning, including split-interest trusts and private...
...bank headquartered in Bloomsburg PA, seeks a Full-time Senior Trust Clerk to support the services provided by the Trust Department... ...created for the benefit of children, grandchildren, scholarships and charitable organizations, Financial Power of Attorney for individuals; and...
Holiday work
Full time
Bank staff
Monday to Friday
...certain clients.
Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports... ...with effective problem resolution.
~ Fiduciary knowledge
~ Charitable giving experience preferred
~ Tax knowledge preferred
~...
The experts at Baird Trust Company work with Baird financial advisors to offer a broad array of customizable trust and investment management... ...and theories.
Expertise in estate planning concepts, charitable giving, federal and state estate, gift, and generation skipping...
Work from home
...Description
Job Description Overview
Role: Attorney Estates and Trusts
Location: Philadelphia, Pennsylvania
Salary: $140,000-1... ..., S corporations) including planning for families a plus
Charitable planning experience a plus
Key Competencies:
Excellent...
Full time
Temporary work
SourcePro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be based out of their... ...estate and trust
Prepare estate tax returns
Research charitable status of named beneficiaries
Prepare and arrange for...
Description: Position Purpose Responsible for performing client service and administration for an assigned group of trust and investment management clients in the Trust Department. This is a professional role that includes contribution to growth, profitability, operational...
Full time
Temporary work
Local area
...3+ years of experience in estate planning and tax to join our Trusts & Estates Practice Group in the St. Louis office. Our Trusts &... ...their estates through basic and sophisticated lifetime, estate and charitable planning. Attorneys in this department also work with our...
Temporary work
Part time
Casual work
...DIFFERENCE?
Our team is seeking an experienced and dedicated trust officer for the administration of assigned accounts to include... ..., conservatorships, special needs trusts, private foundations, charitable remainder trusts, directed trusts, family dynasty trusts, prepaid...
Temporary work
Bank staff
1 day per week
Monday to Friday
...Hourly Position
Compensation: Starting at $19.00 per hour + Benefits
Position Overview
The Administrative Coordinator (Trust Secretary) attends to routine business matters on behalf of our client, a Trust whose mission is to ensure that those affected by physical...
Hourly pay
Holiday work
Full time
Remote job
Saturday
Monday to Friday
...dynamic team in estate planning? We're on the hunt for an incredible Trust and Estate Planning Attorney to join us in a full-time, or... ...plans
Provide expert guidance on retirement plans, charitable giving, and insurance options
Analyze legal situations, understand...
Full time
...opportunity to contribute to the company's success. As a Institutional Trust Officer III within PNC's Institutional Client Services... ...execution of the terms of any corporate assets, retirement plan or charitable and endowment document in which PNC serves as trustee or agent....
Holiday work
Full time
Temporary work
Part time
Work experience placement
Local area
Remote job
...bit about us:
Firm providing legal services in the areas on charitable planning, tax, estate, etc
Why join us?
Medical Benefits... ...Job Details:
We are seeking a highly skilled and experienced Trust and Estates Attorney with a strong background in tax law to join...
Full time
Job Type
Full-time
Description
Responsible for the overall management of the trust department duties of the Trust Officer include, but are not limited to:
Plan, direct, and coordinate the bank's trust programs including, but not limited to, Estates, Personal...
Full time
...Trust Administrator Position w/ Global Law Firm
This Jobot Job is hosted by: Hayley Christina
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $70,000 - $100,000 per year
A bit about us:
Prestigious, Highly...