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Fiduciary Jobs in Arden Hills

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United States
Posted On Aug 11, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
health insurance Insurance trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
health insurance Insurance trusts Wills

Title: Wills, Trusts, and Estate Attorney Job Responsibilities: - Meeting with clients to discuss their wills, trusts, and estate planning needs. - Conducting legal analysis to provide clients with the best possible legal advice and solutions. - Making court appearances as required to represent...

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Posted On Sep 07, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family Insurance Medicaid Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family Insurance Medicaid Probate Taxation trusts wealth transfer Wills

Title: Estate Planning and Administration Attorney Job Responsibilities: Client Consultation & Strategy - Meet with clients to assess their estate planning needs. - Educate clients on wills, trusts, powers of attorney, healthcare directives, and other planning tools. - Develop tailored estate plans based on family...

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Posted On Aug 20, 26
Full-time 5 views
Practice Area:
Probate
Job Tags:
agreements estate tax estates family fiduciary inheritance private client Probate Software trusts
Practice Area:
Probate
Job Tags:
agreements estate tax estates family fiduciary inheritance private client Probate Software trusts

will include: - Preparing probate documents and related papers. - Identifying, gathering, and arranging the valuation of decedent’s assets and performing tasks required to administer estates from probate through final settlement. - Maintaining financial records for use in fiduciary accounting and tax prepara......

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Posted On Sep 21, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection criminal Estate and Trust Estate Planning health insurance Insurance marketing Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection criminal Estate and Trust Estate Planning health insurance Insurance marketing Probate Taxation trusts wealth transfer Wills

Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney is tasked with a variety of responsibilities aimed at providing comprehensive estate planning services to clients. The main duties include: - Meeting with clients to assess their estate planning needs...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
child criminal Disability Benefits Estate Planning estates family Insurance Probate trusts
Practice Area:
Tax - Private Client Services Probate Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
child criminal Disability Benefits Estate Planning estates family Insurance Probate trusts

Title: Tax, Trusts & Estates Associate Attorney Job Responsibilities: The Tax, Trusts & Estates Associate Attorney at the law firm will be responsible for representing individuals, executives, families, closely held businesses, charitable organizations, and both individual and corporate fiduciaries. The primary focus...

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Posted On Sep 21, 26
Full-time 117 views Experience : Min 8 yrs required
Practice Area:
Corporate - General Family Law - General Finance - Banking Litigation - Commercial Real Estate - General Estate & Tax Planning
Job Tags:
banking Corporate Law Estate Planning Family Law Litigation satellite
Practice Area:
Corporate - General Family Law - General Finance - Banking Litigation - Commercial Real Estate - General Estate & Tax Planning
Job Tags:
banking Corporate Law Estate Planning Family Law Litigation satellite

Title: Lateral Attorney Job Location: Minneapolis, MN Experience: 8+ years Salary: Competitive and commensurate with experience Department: Business Litigation, Corporate Law, Banking, Family Law, Estate Planning, Real Estate Company: **Members Only,** **Members Only,**, a top-20 law firm in Minnesota, is seeking...

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Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
estates Software trusts
Practice Area:
Estate & Tax Planning
Job Tags:
estates Software trusts

Title: Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Responsibilities: Attorney Support - Provide superior client service by answering and screening calls in a courteous and timely manner and providing other client assistance when needed. - Work closely with attorneys, paralegals,...

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Posted On Sep 09, 26
Full-time 6 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Title: Private Wealth Senior Counsel Job Responsibilities: - Design and implement sophisticated estate plans for individual and business clients. - Assist clients with all aspects of wealth management, asset protection, and gift and estate tax issues. - Work primarily with attorneys in the Financial...

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Posted On Sep 09, 26
Full-time 5 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Title: Private Wealth Associate Job Responsibilities: The Private Wealth Associate will be responsible for engaging in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and charitable planning. The successful candidate will collaborate with attorneys across various offices...

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Posted On Jul 03, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal divorce Estate Planning Family Law Insurance stage
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal divorce Estate Planning Family Law Insurance stage

Title: Legal Assistant Supervisor Job Responsibilities: - Supervise and direct the workflow for a team of Legal Assistants, ensuring that all legal documents produced are accurate and of high quality. - Train new staff on general office policies and specific departmental procedures to...

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Posted On Jul 08, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate equity Estate Planning finance Insurance Probate Software Taxation trusts Visa Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate equity Estate Planning finance Insurance Probate Software Taxation trusts Visa Wills

Title: Legal Administrative Assistant (LAA) Job Responsibilities: - Heavy client communication, ensuring effective and clear interactions with clients. - Preparation of legal documents and correspondence, including drafting wills and trusts. - Ensuring the legal team is prepared with necessary materials for meetings. - Managing and...

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Posted On Aug 19, 26
Full-time 1 views Experience : Max 4 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action Estate and Trust family private client
Practice Area:
Estate & Tax Planning
Job Tags:
Affirmative Action Estate and Trust family private client

Title: Private Client Services Associate (Entry Level - 4 years) Job Responsibilities: The associate in the Private Client Services practice group will engage in a variety of legal tasks focused on clients’ family, financial, business, and tax matters. Key responsibilities...

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Posted On Sep 23, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills

Title: Estate Planning Attorney Job Responsibilities: - Serve as a legal resource and strategic partner to independent financial services professionals regarding estate planning matters. - Consult with independent financial services professionals to understand estate planning opportunities and considerations within their clients' overall...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
banking beverage child Energy estates Financial Institutions Insurance life sciences Natural Resources Transportation trusts Women
Practice Area:
Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
banking beverage child Energy estates Financial Institutions Insurance life sciences Natural Resources Transportation trusts Women

Title: Legal Assistant - Tax, Trusts, and Estates Job Responsibilities: The role of a Legal Assistant in the Tax, Trusts, and Estates department involves providing high-quality administrative support to attorneys, paralegals, and business professionals. The responsibilities include: - Serving as...

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Posted On Sep 22, 26
Full-time 1 views
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Lead Testing Analyst - Fiduciary Oversight and Testing Job... Responsibilities The Compliance Quality Assurance (CQA) Lead Analyst is tasked with managing and executing testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. Key responsibilities include: -...

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Posted On Aug 20, 26
Full-time 5 views Experience : 3-5 yrs required
Job Tags:
Conservatorship Estate Planning fiduciary gift tax Partnership private client Probate
Job Tags:
Conservatorship Estate Planning fiduciary gift tax Partnership private client Probate

primary responsibilities will include: - Preparing Federal and State fiduciary income tax returns, which... encompasses individual and partnership tax returns, partnership accounting, and the calculation of individual estimated tax payments and liquidity estimates. - Preparing Federal and State estate and gift ta...

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Posted On Aug 11, 26
Full-time 17 views Experience : 3-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Elder Law Estate & Tax Planning Probate Trusts and Estates - General

to join its trusts and estates practice. This role offers the opportunity to advise clients on estate planning, fiduciary representation, business succession strategies,... and contested estate matters. The ideal candidate will bring a high level of client service, legal pre...

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