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Expertise in fiduciary duties, board matters, SEC reporting requirements, and shareholder activism. 8+ years of experience in trusts and estates litigation, estate planning, and probate matters.
$1,500,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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8+ years of experience handling sophisticated real estate-related litigation, including landlord-tenant disputes and construction conflicts. Top BigLaw firm is seeking a trusts & estates partner with a strong book of portable business.
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CNA Financial Lines has an opening for a Complex Claims Consultant handling Employment Practice Liability (EPL), Private D&O and Fiduciary Claims. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Collaborate with and assist the Head of School and the Board of Trustees in meeting fiduciary responsibilities. Hands-on experience with non-profit fund accounting and endowment management a plus.
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Implement tax planning strategies and coordinate the preparation of fiduciary income tax returns. Prepare fiduciary accountings and manage distributions to beneficiaries. A law firm in Baltimore, MD is seeking a highly experienced Senior Trusts and Estates Attorney to lead complex estate and trust matters.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Knowledge of trust administration and fiduciary responsibilities that generally accompany the administration of trusts and estate. Completion or enrollment in professional level certification programs such as Certified Financial Planner ™, Accredited Investment Fiduciary ™, Certified Trust and Fiduciary Advisor, or Accredited Asset Management Specialist™ desired.
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We’re seeking a future team member for the role of Senior Fiduciary Manager to join our offshore trustee and mutual fund administration team at our office in Camana Bay, Cayman Island – Hybrid work schedule.
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Represent clients in court and in arbitration in a range of matters, including breach of fiduciary duty; breach of the duty of loyalty; Prohibited Transactions; 401(k) Plan asset performance, fees, and expenses issues; 403(b) Plan asset performance, fees, and expense issues; defined benefit plan asset issues, and cut-back issues, ESOP litigation; fiduciary misrepresentation claims; severance plan class actions; Section 510 cases; and complex benefit claim cases.
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We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology.
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Provide discretionary management for complex trust and high net worth portfolios in accordance with client’s unique needs, governing documents, department guidelines, and fiduciary standards. Proficiency in spreadsheets, databases, and other software programs (Morningstar Direct, Microsoft Office, FIS Charlotte, Zephyr, Argus Research, Investors’ View, etc.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Provides fiduciary responsibility for RHM monthly outcome of FANS program profit and loss statement and works with local stakeholders and Regional Manager to prepare and submit program annual revenue and expense budgets.
Full-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Litigation Management : Represent clients in disputes and litigation involving ERISrelated issues, such as claims for benefits, fiduciary breaches, and plan mismanagement. Fiduciary Duties : Advise clients on fiduciary responsibilities and obligations under ERISA, including investment decisions, plan administration, and conflict-of-interest issues.
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Estate Planning: Review and prepare fiduciary accountings for trusts and estates, and review estate planning documents. Comprehensive Tax Services: Prepare estate tax returns (IRS Form 706 and state estate tax returns), Final Form 1040, and Form 1041 fiduciary income tax returns (if knowledgeable.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Maintenance and monitoring of work practices, procedures and controls ensuring fiduciary obligations are met and fiduciary risks are identified, assessed and mitigated. Minimum of three years of audit or fund administration experience within the fund industry preferred.
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