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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration.
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This Associate will play a key role on the Wealth Management Marketing Team and Global Marketing Paid Media COE to manage and assess media strategies, opportunities and execution for Goldman Sachs Personal Financial Management, Goldman Sachs Private Wealth Management, and Ayco Personal Financial Management advertising campaigns.
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The successful candidate will play a key role in advising clients on matters related to estate planning, trust administration, probate, guardianship and conservatorship, and related areas of law.
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Review and approve new fiduciary appointmentsReview and approve matters involving trustee discretionPartner with Market Trust Executive (MTE) on office leadership activitiesDesired Qualifications and skills:5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning.
$126,900 - $165,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Argent Wealth Management is looking for a dynamic individual to join our team as a trusts & estates (~30%) and client service associate (~70%). From training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients.
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Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
$250,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The VP, along with a Senior Associate direct report, manages the project goals for assets within the portfolio including relationship management, leasing, redevelopment planning, and financial optimization for the portfolio.
$120,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
$110,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans, drafting estate planning documents, and providing guidance on wealth preservation and transfer strategies.
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By clicking 'Submit' you are agreeing to JobTracks' Job Title: Estate Planning/Probate AttorneyJob Summary: An Estate Planning/Probate Attorney is a legal professional specializing in helping individuals and families plan for the distribution of their assets and navigate the legal process of probate and estate administration.
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Conduct legal research and analysis on complex tax and estate planning issues. Responsibilities:- Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate.
$140,000 - $230,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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On-Site Full Time Position. Under the direction of the Radiation Oncologist and Medical Physicist produces an optimal external beam treatment plan (IMRT/VMAT, 3D) using Eclipse and/or Ethos TPS (adaptive or non-adaptive planning.
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The successful candidate will be responsible for managing client relationships, drafting and reviewing legal documents, overseeing paralegals and legal assistants, and providing advice on estate planning matters.
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