Average salary: $110,000 /yearly
More stats ...full-service law firm located in the Philadelphia suburbs on a Trusts and Estates Legal Assistant position. They are seeking an experienced... ..., career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be...
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...Senior Trust Officer
Conshohocken, Pennsylvania
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver...
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Bank staff
Local area
Shift work
Day shift
...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
Monday to Friday
...work independently and as part of a team.
•Proficiency in MS Office Suite.
•Sprouts and Google Analytics
Preferred Qualifications... ...very closely with our consultants to create a right fit for both sides. we aspire to be our client's most trusted business partner.
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...This is a hybrid position, located in our Fort Washington, PA office.
Aon is in the business of better decisions:
At Aon, we shape... ...around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping...
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Part time
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...Programs Department and will be based out of the Fort Washington, PA office with a Hybrid 3-4 days in the office schedule.
This is a... .... Primary accountabilities are to support the AICPA Insurance Trust. As a key support person for the Customer Support Manager you...
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Part time
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Offshore
...contact for assigned clients, building strong relationships based on trust, integrity, and exceptional service.
Conduct client meetings... ...software (e.g., ProSystem fx, UltraTax) and Microsoft Office Suite.
Excellent communication and interpersonal skills, with...
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Local area
$55k - $75k
We are seeking an experienced Trust Officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth...
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Full time
...COVID-19 related initiatives
M3's legacy lies in the power of trusted physician platforms. Around the world, M3 organizations... ...communication skills.
* The candidate must have very strong Microsoft Office skills including Excel, Outlook and Word and be a quick learner...
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Worldwide
Flexible hours
...environment with close attention to detail.
Following an initial in office training period, this will be a hybrid role out of our Fort... ...around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping...
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...expect our employees to work on-location at our Fort Washington, PA office
A Bachelor’s degree or equivalent
Customer service... ...premier healthcare education digital media company delivering trusted content to healthcare professionals to help improve patient outcomes...
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...Administrator
As a member of the Aon Affinity Delivery Management Office (DMO) team the InsPro Enterprise Administrator and Business... ...people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about...
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...of 12/31/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered... ...Overview:
This role is responsible for supporting the Estate and Trust Settlement Group with a range of tax preparation and...
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Local area
3 days per week
...This is a hybrid position, located in our Fort Washington, PA office.
Aon is in the business of better decisions:
At Aon, we shape... ...around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about...
Suggested
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Full time
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Part time
Local area
...Description
Job Description Overview
Role: Attorney Estates and Trusts
Location: Philadelphia, Pennsylvania
Salary: $140,000-17... ...required; New Jersey and/or Florida bar admission a plus. In-office position with hybrid flexibility.
Qualifications:...
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...efficient healthcare systems.
Our success is anchored in our trusted digital platforms that engage physician communities globally,... ...communication skills.
~ The candidate must have strong Microsoft Office skills including Excel, Outlook, and Word.
~ The candidate...
Remote job
Holiday work
Flexible hours
...efficient healthcare systems.
Our success is anchored in our trusted digital platforms that engage physician communities globally,... ...language skills, both verbal and written
Proficient with Microsoft Office Suite, Teams and Outlook
Additional Information
Benefits:...
Remote job
Holiday work
Local area
Worldwide
Flexible hours
...efficient healthcare systems.
Our success is anchored in our trusted digital platforms that engage physician communities globally,... ...Budgets and Forecasts for the 4 US businesses.
Oversee the back office function for Accounts Payable and Accounts Receivable ensuring...
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Full time
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Flexible hours
...a full-time Associate Attorney with 2-5 years of experience to join their highly skilled and collaborative Trust & Estates Department in their Philadelphia office. Interest in trust & estate matters and superior writing skills are required. The ideal candidate will also...
Full time
...Kurman, one of the fastest growing full-service law firms, seeks a Paralegal with 5+ years of experience in Trusts and Estates to join its Philadelphia, PA office.
The position entails performing a wide range of complex estate administration functions requiring...
...functionality and experience with personal computers and standard office applications.
~ Working knowledge of FDA, GMP, GLP, and USP... ...-level interaction with client site contacts in order to foster trust and confidence in our service team in order to facilitate expanded...
Flexible hours
...Must have at least 1 year of Security Experience
Must be able to Stand and Walk for Long Periods of time
As a Security Officer, you will serve and safeguard clients in a range of industries such as Commercial Real Estate, Healthcare, Education, Government and...
Hourly pay
Weekly pay
Full time
Local area
Immediate start
Saturday
...efficient healthcare systems.
Our success is rooted in our trusted digital platforms that connect physician communities worldwide,... ...Budgets and Forecasts for the 4 US businesses.
- Manage the back office function for Accounts Payable and Accounts Receivable, ensuring...
Holiday work
Full time
Remote job
Worldwide
Flexible hours
SourcePro Search has a fantastic opportunity for an experienced Paralegal for the Trust & Estate group of a leading global firm.
This is a fantastic growth opportunity for a candidate who comes with:
at least 5-years of trust & estate experience, preferably...
...Job Description
Job Description We are seeking a Trusts And Estates Paralegal to become a part of our team! You will provide overall... ..., Information Technology, Salesforce, and Call Center & Office. Everyone at CSS operates with pro-active pipelines, the highest...
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...is a growing regional law firm that is looking to expand their Trusts and Estates practice group. Interested candidates should have at... ...required. Individual can work from Philadelphia or South Jersey office.
Candidate's should have specific experience in:
- Orphan’s...
...HYBRID Accounting/Consulting firm by Jenkintown seeking Tier 1 Director candidates specializing in Trust taxation
This Jobot Job is hosted by: Tyler Park
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $175,...
...solutions with a focus in Accounting & Finance, Human Resources, Sales & Marketing, Information Technology, Salesforce, and Call Center & Office. Everyone at CSS operates with pro-active pipelines, the highest business ethics, a winning spirit in our approach, and a team-...
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...& Associates, PA (B&A) is a full-service accounting firm with offices in Marlton, NJ and Fort Washington, PA. We provide our clients... ...knowledge in deferred income taxes, tax-exempt organizations, trusts, real estate transactions, and advanced S corporation concepts....
Holiday work
...COVID-19 related initiatives
M3’s legacy lies in the power of trusted physician platforms. Around the world, M3 organisations... ...Demonstrated proficiency with Decipher or similar platform, Microsoft Office, advanced proficiency in Excel and Word
~ Proven ability to...
Remote job