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United States
Posted On Sep 14, 26
Full-time 2 views Experience : Min 2 yrs required

Job Title: Wealth Management, Trust Administrator, New York -... Opening Group to initiate trust accounts by interpreting governing... instruments and applicable laws to ensure accurate account setup, including payments, fee schedules, and tax records. - Engage with beneficiaries and co-trustees to...

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Wealth Strategist The candidate will enhance the client acquisition, advisory and retention process by contributing sophisticated advice related to estate planning, wealth transfer and philanthropic planning; Educate Private Wealth Advisors in the areas of wealth planning, estate and financial planning; Articulate a concise message to both the client and read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Estate Settlement Officer II Duties: Accountable for managing larger, more complex, probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and other internal line of business referrals. Participate in sales calls as needed, offering Estate Settlement expertise. Coordinate communicatio... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Settlement Officer II, Estate The candidate will be managing larger, more complex, probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and another internal line of business referrals. Participating in sales calls as needed, offering Estate Settlement expertise. Coordinating communi... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Settlement Officer I – Estate The candidate will be accountable for supporting estate administrators and providing significant assistance in the administration of probate estates and deceased grantor trusts. Will be responsible... for assisting with coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely and efficient administration, and to manage risk. Manage a sma... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Settlement Officer I – Estate The candidate will be accountable for supporting estate administrators and providing significant assistance in the administration of probate estates and deceased grantor trusts. Responsible for assisting... with coordinating information with external partners (Attorneys and CPAs), and internal support partners (Tax, Compliance, Real Estate, BITS, etc.) to ensure accurate, timely, and efficient administration, and to manage risk. Will manage a small... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

• excellent computer skills, including Microsoft Office (Word, Excel, PowerPoint) • excellent organizational, analytical and interpersonal skills • excellent verbal and written communication skills • ability to work independently and in a team environment • ability to work in a fast-paced environment • ability to manage multiple projects in a deadline-driven environment • strong problem-solving skills • ability to work with a wide variety of peop... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Asset Management - Trust Administrator, VP The candidate... will do execution and risk management; interpret and apply terms of trust to administration of account... taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Will have Understanding of internal practices and procedures. Coordinate delivery of services. Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other prof... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Asset Management - Private Bank - Trust Administrator, VP Candidate will... be responsible for execution and risk management. Will interpret and apply terms of trust to administration of account... taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Coordinate delivery of services. Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors to provide s... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

AM - Global Wealth Management - Associate Private Bank Trust Administrator Duties: Execution and... risk management; interpret and apply terms of trust to administration of account... taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Understanding of internal practices and procedures. Coordinate delivery of services. Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and ot... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Associate Private Bank Trust Administrator The candidate will... interpret and apply terms of trust to administration of account... taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Understand internal practices and procedures. Coordinate delivery of services. Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors to provide superior service and... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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