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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
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Our client is looking for a Chief Fiduciary Officer that demonstrates exceptional fiduciary leadership skills who will oversee all trust administration. They need a fiduciary professional with over 15 years of trust administration experience, that has worked in a team environment, mentored and developed others.
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We are seeking a talented Tax, Trusts & Estates Associate to work with sophisticated clients on a wide range of tax planning, estate planning, and trust administration matters. Strong knowledge of federal and state tax laws, estate planning techniques, and trust administration.
$315,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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10+ years of experience in the offshore trust management and fiduciary industry, with understanding of Finance, Trust administration, Corporate structures and their governance, Investment management and wealth transfer management.
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The incumbent will also have accountability for supporting on-going trust administration processes and procedures with customer facing colleagues and Citizens Private Wealth Middle Office.
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Mayor Ginther’s administration has prioritized addressing these needs throughout the community. Some of these include a program to address postpartum mental health; alternative response services in which social workers accompany police officers ; a neighborhood-based program that addresses social determinants of physical and psychological health on a block-by-block basis; an anti-violence outreach program to divert at-risk youth from interactions with the justice system; and various services to help people struggling from drug- and alcohol-use disorders.
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The Leidos Digital Modernization Team is seeking a Zero Trust Strategist to support a highly visible fast paced cyber prime contract. Zero Trust knowledge of NIST and CISA guidelines and compliance requirements.
$220,900 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Sr. Trust and Wealth Strategist will leverage the extensive resources of our home office and Edward Jones Trust Company to support our financial advisors in serving their High Net Worth clients with complex needs.
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The Senior Trust & Wealth Strategist's primary responsibilities are to assist Financial Advisors in attracting, retaining, and deepening client relationships, provide education on trust and estate planning strategies driven by the client's unique situation, and drive new AUC growth to the firm and Edward Jones Trust Company.
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This role involves meeting with clients, drafting and reviewing estate planning documents, and providing guidance on trust administration, probate, and other related matters. ● Collaborate with paralegals and support staff to manage trust administrations and probate cases.
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Job Summary: SUNY Brockport, State University of New York is seeking applicants for anticipated openings for part-time adjunct faculty in the Department of Public Administration. 2024/2025 Adjunct Lecturer - Public Administration.
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At least 5 years of experience in trust or estate administration. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. We are seeking an experienced trust officer to join our team managing client trusts and estates.
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Bachelor's degree and 3+ years prior experience in fiduciary services (trust administration) corporate governance and operations preferred. Lastly, this role will also include general business support work as a member of the Trust Administration & Governance group.
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The Fiduciary Business Support Manager is responsible for management and execution of key fiduciary services governance activities associated with various fiduciary committees associated with CFG’s Delaware limited purpose trust company as well as those of the Bank consistent with expectations of the Bank’s trust powers.
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trust administration jobs Title: associate attorney Company: Gebhardt Kiefer P C in Annandale, Virginia
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