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Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers.
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Prior experience working as a paralegal in estate planning or probate administration preferred. Document Management: Organize and maintain client files, documents, and records related to estate planning matters.
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You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration. Work closely with clients, financial institutions, and other parties to ensure proper asset management and documentation.
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Serves as a leader and subject matter expert on interest rate risk management for Asset Liability Committee, Enterprise Risk Management, Treasury, and lines of business. Ten or more years of experience in asset/liability management, interest rate risk management in the financial services industry.
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Estate Administration/Probate Paralegal (Full-Time) Our fast-paced Estate Planning and Estate Administration Law Firm is growing and we are looking to hire a hardworking and detail-oriented full-time Probate Paralegal.
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1-4 years in accounting, finance, asset management, or real estate; familiarity with CDFI, NMTC, or lending compliance is a plus. Your responsibilities as the Asset Management Coordinator/Analyst will include:Portfolio Monitoring: Oversee loan/investment terms, including payments, covenants, compliance, and impact reporting.
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Master all systems related to trust account administration to ensure the proper flow of opening and trust business management. Position The Trust Officer specializes in the management and administration of trusts for high and ultra-high net worth individuals and families for assigned relationships.
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Proven experience in Human Resource management, including workforce planning, recruitment, performance management, succession planning, and employee development, benefits administration etc.
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Active member in good standing of the Florida Bar.10+ years of experience in estate planning, estate and trust administration, wealth preservation, and business succession planning.
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Expertise in advising individuals and families on tax and estate planning, financial planning, estate and generation-skipping tax planning, trust administration, probate administration, and charitable planning.
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Key Responsibilities: Provide comprehensive estate planning, trust administration, and wealth preservation services to clients. Advise on business succession planning and corporate law matters for executives and business owners.
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Draft and review sophisticated estate planning documents. Strong client relationship management, project management, negotiating, and document drafting and senior review skills. Experience advising executives and business owners on a broad range of corporate law matters.
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Asset Management: Coordinate the transfer and titling of assets, including real estate, bank accounts, investments, and personal property. Seeking estate planning paralegal to join our New York Offices.
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This position is located with Bonneville Power Administration (BPA), within Communications and Control Planning (TPMC), Communications & Grid Modeling (TPM), Planning & Asset Management.
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Interface with various business systems, including Microsoft D365 accounting system, Adaptive Insights planning system, Workday, Salesforce, and other systems as required. Familiarity with Microsoft Dynamics D365 and Adaptive Insights, or similar financial and planning systems, is a plus.
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business administration planning asset management jobs Title: vice president
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