Average salary: $77,464 /yearly
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...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
...Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Banks Investment Management Division/Trust Department and compliance with applicable federal/state laws and regulations, contractual obligations...
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Work experience placement
Work visa
Draft correspondence and communicate with taxing authorities.
Assist in preparation and filing of tax returns.
Review bank and other financial statements.
Prepare final estate planning letters with copies of executed documents and email clients PDF versions ...
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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 in Taxation or Estate Planning. Bar admission in one or more states in which the Firm has an office and where the candidate desires to be...
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...Job Description
Job Title: Trust & Estates Administration Paralegal
\n Job Summary: As a Trust & Estates Administration Paralegal... ..., and estate tax laws. \n
# Proficiency in Microsoft Office Suite and legal software applications. \n
# Excellent organizational...
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...families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence...
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Full time
Shift work
Day shift
...Market Trust Director
Florham Park, New Jersey;New York, New York; White Plains, New York
**Job Description:**
At Bank of America... .... The MTD will provide mentorship and guidance to Trust Officers and Trust Senior Associates.
Key Responsibilities
+ Engage...
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...to help establish the vision and drive the execution of Vimeo's Trust & Safety operations. This role will report into the VP of Customer... .... Learn more at
Vimeo is headquartered in New York City with offices around the world. At Vimeo, we believe our impact is greatest...
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Work from home
...evaluated annually
Job Details
JOB RESPONSIBILITIES:
Assume a leadership role within the Private Client Service / Estate and Trust division of the Firm.
Lead, oversee, and mentor members of the Private Client Service / Estate and Trust team.
Manage tax...
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Corporate Trust Analyst
Contract: New York, New York, US
Salary: $55.00 Per Hour
Job Code: 348747
End Date: 2024-05-26
Days Left: 27 days, 3 hours left
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Position Details...
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Immediate start
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...Responsibilities
Provide legal advice and guidance on a wide range of tax and trust planning matters.
Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
Conduct legal research and analysis...
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**Trust & Estates Administrator- Garden City 80k-90k**
+ Preparation of probate petitions, etc., for all estate clients and handling of Surrogate's Court filings
+ Marshaling of estate assets for clients (closing of existing accounts; opening of estate accounts, etc....
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Prestigious Law Firm seeking a highly experienced Trust and Estate Administration Paralegal to join their reputable team!
The ideal candidate will have a minimum of 5 years of experience in trust and estate administration, with a strong understanding of probate (knowledge...
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Trust Operations Analyst
Contract: New York, New York, US
Salary: $50.00 Per Hour
Job Code: 348736
End Date: 2024-05-26
Days Left: 3 hours left
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We are seeking a professional...
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Full time
Contract work
Our client is seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join their New Jersey, New York or Florida Offices.
Salary is commensurate with experience. The salary range for this position is $76,500 to 162,500.
Responsibilities...
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...advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic... ...client assets as of March 31, 2024.
Position:
The Associate Trust & Estate Advisor is responsible for establishing trusts and...
Local area
...Tax Senior
We are looking for a Trusts & Estates Tax Senior to join our Tax Department in our New York office. As a T&E Tax Senior, you will be responsible for providing excellent client service.
Responsibilities:
Prepare and review tax returns, extensions,...
Remote job
Flexible hours
A law firm is seeking a full-time Trust and Estates Paralegal to join their team.
Responsibilities:
handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
Extensive communication...
Full time
...the forefront of Generative AI and the development of AI applications. Accelerating the adoption of AI necessitates that models are trusted and safe, and ensuring that the workforce building those models is supported. We're seeking a highly motivated and experienced...
Full time
Shift work
.... Founded in 1975, CAA is headquartered in Los Angeles, and has offices in New York, Nashville, Memphis, Chicago, Miami, London, Munich,... ...management
* Escalate collection of missing booking reports, to Trust Accounting Supervisor, if no response in the defined timeframe...
Hourly pay
Local area
