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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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The Lease Administration Manager plans, directs, and coordinates the activities associated with a team of Lease Administrators and our third-party co-sourcing partners. We are currently sourcing for a Lease Administration Manager to join our team.
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About the Company: Family Estate Planning Law Group is a nationally recognized boutique estate planning and elder law firm seeking an experienced Estate Planning Attorney (8 years +) to provide estate planning and trust administration services to individuals and their families.
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Serve as an officer in our trust company, Capital Bank and Trust Company, and partner with our Trust Officers on new trustee appointment opportunities, ongoing trust administration and post-mortem trust and estate administration.
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The Trust Advisor takes the lead on trust administration and also serves as subject matter expert with regard to financial and retirement planning, estate planning, charitable gifting, business succession planning, and fiduciary tax planning issues.
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7-10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields. JD, MBA, CTFA, CPWA or STEP Certification in International Trust Management is preferred.
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Client Management: Provide high-quality legal counsel and representation to clients on trust and estate matters, including estate planning, probate, trust administration, and related litigation.
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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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Oversee all members of Trust Administration, Sales, Marketing, and Legal, helping members of the team to work effectively with the customers and other employees of the bank. Law degree, CTFA or similar trust/fiduciary-related certification.
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Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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We are a small firm that practices in the fields of estate planning, elder law and special needs planning, probate and trust administration, real estate, small business, and guardianship law.
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In this capacity the MTD will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client relationships.
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The ideal candidate will have a minimum of 5 years of experience in multi-generational estate planning, trust administration, and estate settlement, with a focus on serving high-net-worth families and business owner clients.
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3-5 years of experience drafting estate plans and managing trust administration and non-contested probate matters from beginning to end, all with paralegal support, is required. Job DescriptionJob DescriptionSummaryOur client, a Northbrook, Illinois based law firm, is seeking a trusts and estates attorney to join its rapidly growing and highly collaborative law firm.
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Managing and overseeing estate administration processes, including probate and trust administration. Conducting legal research and staying updated on relevant laws and regulations in estate planning and administration.
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trust administration jobs Title: associate attorney Company: Infrahire in Annandale, Virginia
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