Fiduciary Duty Jobs in De Forest

Attorney Duties: Meeting with clients. Prepare own documents in areas of estate plans, trusts, probate, or family law. Other potential areas to build clientele are available. Manage workload. Work well with others.... 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Note: This job is no longer active.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

insurance Retirement plan Paid time off Parental leave # Legal Assistant (Estate Planning/Business) ## **Members Only.** is an equal opportunity employer that is seeking a legal assistant with a minimum of three years of estate planning/trust experience. Folks with real estate and/or banking experience are also encouraged to apply. The individual hired for this position will be assisting with drafting and compiling estate planning documents.... 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Note: This job is no longer active.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

and Estate Tax Manager Duties: Manage the efforts of staff on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income... 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Note: This job is no longer active.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

Relationship Manager IV - Personal Trust Duties: Under limited supervision, responsible for business development and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to... 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

Trust Manager The candidate performs all duties in accordance with the Vision and Values of firm. Develops and recommends departmental policies, procedures and programs to ensure departmental effectiveness. Assists in the development and implementation of long-term strategies aimed at increasing market share and organization profitability. Sells the organization’s products and services by interacting with established customers and developing new prospects. Develop... 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

Trust Administrator II - Grade 7 Duties: Responsible for the management of assigned and individual customer’s trust accounts within a specific market segmentation in order to preserve the trust’s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions. Work with out... 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

Planning Attorney The candidate will create relationships with Clients and their advisors and discuss their most important and complex client estate planning situations. Will handle probate and trust administration as they arise. Participate directly in client conference calls and meetings. On own initiative, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning recommendations fo... 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

Legal Counsel Duties: Serves as a trusted adviser to the Board of Trustees, the Executive Director and the senior management team. Lead the Legal function through formulating and carrying out the approved organizational strategy by overseeing all legal and compliance matters for Board. Serve as legal expert, providing advice and legal guidance to ensure SWIB remains compliant with federal and state laws, resolve complex issues and advise on legislative issues. Antici... 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

Personal Trust Relationship Manager Duties: Responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Provides expert advice and counsel in the area of personal trust products and services. Provides high level customer service to customers, attorneys, and beneficiaries relating to these accounts. Administers accounts... 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

Trust Associate Duties: Provide trust service support to ensure greater client satisfaction, retention, and compliance with all policy and procedures governing fiduciary relationships. Works with integrity... and versatility due to the nature and frequency of high-level internal and external contacts and high degree of exposure to confidential information.... 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