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Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.
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Document Management: Organize and maintain client files, documents, and records related to estate planning matters. Responsibilities: Client Communication: Interact with clients to gather information, answer questions, and provide updates on the estate planning process.
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Legal Research: Conduct legal research on estate planning issues, tax implications, and related matters. You will assist in drafting estate planning documents, organizing client information, and managing administrative tasks related to estate administration.
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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 26 days 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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Job Title: Tax, Trust & Estate AssociateJob Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning. Meet with clients periodically to deepen relationships, address issues, develop new business opportunities, and/or provide trust, estate, and wealth transfer planning insight.
$126,900 - $165,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking a Vice President to help in the marketing and education of Alternative Investment solutions to the Consumer and Wealth Management advisor and client ecosystem. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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Previous experience in tax law, estate planning, or trust administration preferred. Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques.
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Develop and maintain knowledge of SimCorp's product and service portfolio, capabilities and other offerings from a business development perspective, in a way that this is translated into client business outcomes in concrete sales cases.
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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.
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Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. Trust Administration: Provide legal guidance to trustees and fiduciaries on the administration and management of trusts.
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Growth Ventures, building on this foundation and in partnership with other businesses including Investment Management, Asset Servicing, and Pershing, is bringing to market a new software-led, API-first solution for the alternative investment and wealth management ecosystems.
$93,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL.M degree in Taxation or Estate Planning. - Prepare estate planning documents such as wills, trusts, powers of attorney.
$140,000 - $230,000 a yearExpandApply NowActive JobUpdated Today
wealth management client service associate estate planning on site jobs in New York, NY
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